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Supported project file formats

UpSheets allows you to upload the following project transactions to Xero Projects:
  • Tasks (Create or update existing)
  • Time (Create only)
UpSheets cannot create or import new Xero Projects. Each project in your file must already exist in Xero. UpSheets uploads tasks and time to those existing projects only.
UpSheets does not support uploading project expenses, costs, or budgets to Xero Projects. You can upload time to projects, upload tasks to projects, or load both tasks and time in one import.

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Selecting options

After connecting to Xero, select the Projects option on the Import screen.

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Notes on file formats

  • Clicking the Download Sample button on the Import screen will download a file with your Xero data in it and is the easiest way to get started.
  • A header row is not required, but it will save you time as UpSheets matches the headings automatically where possible and saves you from selecting them individually.
  • The order of the columns in your file does not matter.
  • Extra columns will be ignored, but it is faster if they are removed.
  • You can combine multiple transaction types by including all fields in a single file (Download Sample).
Use the Download Sample button to get a pre-formatted file with your Xero project and task data.

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Task file format

(Download Sample)

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Time file format

(Download Sample)
The user column is the person’s full name as it appears in Xero Projects, not their email address.
You can combine multiple transaction types by including all fields in a single file (Download Sample). For information on saving spreadsheets as CSV files see here