What Auto File does
Auto File reads the structure of your file and works out where the useful data is. It can handle files that do not follow the UpSheets sample template, including files with different column names, extra report rows, or more than one pay item column. It prepares the extracted rows for the usual Validate Data screen. You can review the detected columns, change any mappings, and validate the file before anything is uploaded to Xero.How to use it
1
Choose Auto File
On the Import screen, select Auto File and choose the data you want to import, such as Timesheets, Leave, Payslips, or Projects.
2
Accept the terms
Auto File sends a subset of the file and relevant Xero setup data to our AI partner to identify the layout. We do not allow this data to be used for AI training. See the Automatic layout detection terms for more detail.
3
Upload your file
Upload the file as usual. Auto File analyses the structure and extracts the rows it can identify.
4
Review and validate
Check the detected columns and rows on the Validate Data screen. Update any mappings or validation options before you click Validate. After validation, you can use Review Mapping to check suggested Xero matches, just as you can with a standard file import.
What it can recognise
Auto File can identify common variations in payroll and project files, including:- one row per entry or one column per pay item
- timesheets, leave, payslip adjustments, and project time
- employee names, Xero pay items, tracking codes, projects, and tasks
- hours shown as whole numbers, decimals, or durations such as
7:30 - report headings, repeated headings, and dates that apply to a section of rows