Xero Projects

Question

Hi,

Hopefully someone can help me, I'm starting to work with Xero Projects and I was hoping for someway to schedule my tasks, so I came across Trello which seems like a great organisation tool.

I've purchased the Business plan for Trello, and added the Xero Projects PowerUp. However my Projects/Tasks don't come through from Xero to Trello.

The only thing I can do is track time based on a manually created card within Trello.

I also haven't found any way to get Cards created in trello to go to Xero.

Is this really a manual process where I have to create projects and tasks on Xero then create Lists and Cards on Trello? Surely there would have to be a more automatic way of doing this!

Hopefully someone using Xero Projects and Trello may be able to provide me with some insight as I've exhausted my options trying to find any support documentation.

I look forward for a response, and thank you for your time in advanced.

Iain Reed_dt5nct · Answer

Hi @Iain Dooley is there any update on this. I've been using Xero since 2011 and it's great for time sheets and billing. we have started using Trello for managing our teams this year (in favour of Fogbugz which is now very old). is there a way of automatically pushing time recorded in trello with a timer app into Xero projects?

If not then it can't be so difficult to build something like this. how do we register to make our own power-ups?

Hydro Earth · Answer

This is the exact automation I was looking for. Staggering that they haven't built it in already.

Phil Curtis · Answer

You've hit the nail on the head @Andres Lopez de Faria, and @Iain Dooley . I too am frustrated - Projects in Xero are good now for detailed billing, but the Project Management tasks should be generated in PM system, so Trello is promising and has the Xero Power-Up... woohoo! But although you can send the time entries to Xero, you can't send the Task name, so have to type and synchronise both! D'oh!

They've done all the hard work but it is indeed completely lame until Trello can simply send the Card Name as Task to Xero too. Should be easy. Hopefully they will post here when that simple function is finally included.

Meanwhile, off to find alternative to Trello (or write an integration, but have other projects to bill first!).