Bulk Import - Updating Existing Job States in Xero Practice Manager
Xero Practice Manager currently allows bulk job state changes only through the Job Manager interface or via API integrations. However, there is no native feature to bulk upload a CSV file to update job states for existing jobs. This limitation creates inefficiencies for practices managing large volumes of jobs, especially when correcting errors or applying workflow changes across hundreds of jobs.
Proposed Solution:
Introduce a Bulk CSV Upload for Job Updates feature in XPM that:
Matches existing jobs using Job Number as a unique identifier.
Allows updating specific fields such as:
Job State
Priority
Assigned Staff
Provides a preview screen before applying changes to confirm accuracy.
Includes an audit log showing who uploaded the file and what changes were made.
Benefits:
Saves time for practices managing large job lists.
Reduces manual errors in workflow updates.
Improves flexibility for firms using external planning tools.
Enhances transparency with an audit trail for compliance.
Arnie Francisco
shared this idea
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