Supported project file formats
UpSheets allows you to upload the following project transactions to Xero Projects:- Tasks (Create or update existing)
- Time (Create only)
Does a project upload add to or overwrite existing data?
Time entries are always added. Each time row creates a new entry in Xero and does not change or remove existing time. Task rows update the matching task’s estimated hours and rate (or create the task if it is new). They do not add hours to the project as time. If a row has charge_type or amount filled in, UpSheets treats it as a task row. User, date, and hours on that row update the task estimate only and do not create time. To log time, leave charge_type and amount blank on those rows.Selecting options
After connecting to Xero, select the Projects option on the Import screen.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).
Task file format
(Download Sample)Time file format
(Download Sample)The user column is the person’s full name as it appears in Xero Projects, not their email address.