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  1. Quotes - Import/Export ability

    164 votes

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    submitted  ·  76 comments  ·  For small businesses » Business features  ·  Admin →
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    David Swift commented  · 

    Regarding @StaceyKleinschmit comment, there must be the same number of people failing to join Xero because of this lack of functionality as the number not leaving Xero because of the hugeness of the task of copying and pasting data.

    I actually did pay to have all my data migrated to Xero by the hour and at a very reasonable rate.

    It cost me £2000.00

    Plainly we need this functionality. Xero works like a gold medalist sprinter until you realise it’s missing certain vital limbs…!

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    David Swift commented  · 

    This would save me days of work for every project.

    At the moment Im copying and pasting each field of each line of each quote into excel.

    It's necessary because I need Xero to correctly identify quote lines so clients get invoiced without error. I need excel to calculate what proportion of a quoted price has been supplied and therefore is chargeable. And many other details.

    I moved from Zoho to Xero because Xero said they had a full CIS system working with HMRC (UK)

    I discovered that Xero isn't really as mature as Zoho in many ways, though the simplicity and speed of use is attractive.

    Xero do seem very slow on dev, and seem to be mostly interested in picking up trade from small retailers and the like. Nothing even slightly unique...

    David Swift supported this idea  ·