Importing Project Lines

Modified on Mon, 12 Aug at 12:30 PM

Project lines allow you to populate existing projects with task and product lines in bulk via a csv import template. You can upload lines to multiple projects in the one project lines import. The import template can be uploaded on the Import Hub (Administration -> Imports)

Project Lines Import Field Definitions

TaskOrProduct
Determines type of project line.  Task or Product
Required
ProjectNumber
Project number to assign the lines to.  Repeats per line assigned to that project
Required
Sku
Product code for product lines.  Not required for task lines.  If the SKU does not match to an existing product, it will be added to the project as an adhoc line.
Required for product lines only
Name
Task or product name.  If the task name does not match to an existing task,  it will be added as an adhoc task.
Required
Description
Line description

Quantity
Line quantity.  Must be a number
Required
SellPrice
Line sell price.  Must be a number
Required
CostPrice
Line cost price.  Must be a number
Required
Billable
Line billable status. True or False
Required
PhaseProject phase. Must exist on the Project prior to importing project lines
TaxType
Line Xero tax code.  Usually either GST on Income or GST Free Income
Required
Staff
Tasks only - allocates individual staff to the task lineOptional
Teams
Tasks only - allocates teams to the task line. Does not allocate individual users within the team.Optional

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