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File Formats for Projects (All Countries)

UpSheets allows you to upload the following Payroll transactions to Xero:


Selecting Options

After connecting to Xero,  select the appropriate options on the Import CSV File screen:


Notes on file formats

Tasks

Task File Format (Download Sample)

HeadingDescriptionFormatNotes
projectThe name of the projectTextRequired.
Must exist in Xero.
taskThe last name of the task.TextRequired.
If it exists in Xero it will be updated, otherwise, it will be created
charge_typeThe type of charge the task will allowTextRequired.
Valid values:
FIXED = Fixed Price
TIME = Hourly Rate

NON_CHARGEABLE = Non Chargable


hoursThe estimated hours for the taskNumber (max 2DP)Optional
amountThe amount to charge for the task (either the fixed price or hourly rate, depending on charge_type)Number (max 2DP)Required for FIXED or TIME charge_type


Time

Task File Format (Download Sample)

HeadingDescriptionFormatNotes
projectThe name of the projectTextRequired.
Must exist in Xero.
taskThe last name of the task.TextRequired.
Must exist in Xero or in the file being uploaded.
userThe full name of the user who the time relates toTextRequired.
Must exist in Xero.
dateThe date the time relates toDateRequired
hoursThe number of hours to be charged to the taskNumber (max 2DP)Required
descriptionA description of the time entryTextOptional


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