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 imports dashboard (Administration -> Imports)
Project Lines Import Field Definitions
Determines type of project line. Task or Product
Project number to assign the lines to. Repeats per line assigned to that project
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
Task or product name. If the task name does not match to an existing task, it will be added as an adhoc task.
Line quantity. Must be a number
Line sell price. Must be a number
Line cost price. Must be a number
Line billable status. True or False
|Project phase. Must exist on the Project prior to importing project lines
Line Xero tax code. Usually either GST on Income or GST Free Income