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:

Projects Options
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)

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
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

(Download Sample)

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
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