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  1. Projects - Ability to import to projects

    215 votes

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    60 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.

    While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.

    Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.

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    Paulette van der Merwe commented  · 

    I have the need to import master data (quote line item description, unit of measure and cost) into Xero Projects.

    These line items are shared across construction quotes - therefore millions of lines and not unique to a specific project.

    How to I import this from xlsx (this csv?) into Xero projects.

    I do note that if I copy paste it, it does come up as a selectable item on the next new project - in other words once entered into Xero, the master data is available

    Copy paste is not a feasable solution - please advise