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
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