File Formats for Projects (All Countries)
UpSheets allows you to upload the following Payroll transactions to Xero:
- Tasks (Create or update existing)
- Time (Create only)
Selecting Options
After connecting to Xero, select the appropriate options on the Import CSV File 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
| Heading | Description | Format | Notes |
|---|---|---|---|
| project | The name of the project | Text | Required. Must exist in Xero. |
| task | The last name of the task. | Text | Required. If it exists in Xero it will be updated, otherwise, it will be created |
| charge_type | The type of charge the task will allow | Text | Required. Valid values: FIXED = Fixed Price TIME = Hourly Rate NON_CHARGEABLE = Non Chargable |
| hours | The estimated hours for the task | Number (max 2DP) | Optional - You may optionally provide a Start Time and End Time column instead |
| amount | The 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 File Format
| Heading | Description | Format | Notes |
|---|---|---|---|
| project | The name of the project | Text | Required. Must exist in Xero. |
| task | The last name of the task. | Text | Required. Must exist in Xero or in the file being uploaded. |
| user | The full name of the user who the time relates to | Text | Required. Must exist in Xero. |
| date | The date the time relates to | Date | Required |
| hours | The number of hours to be charged to the task | Number (max 2DP) | Required - You may optionally provide a Start Time and End Time column instead |
| description | A description of the time entry | Text | Optional |
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