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
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 |
| Phase | Project 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 line | Optional |
| Teams | Tasks only - allocates teams to the task line. Does not allocate individual users within the team. | Optional |