Xero Accounting API

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  1. 784 votes
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      70 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
    • Enable the upcoming Purchase Order module to link to outside applications

      My company has an app that services a very large niche market- all of those clients (tens of thousands) also need accounting. Our current app has rudimentary accounting in it but we are seeking to set up a sync with a dedicated cloud-app for all the accounting. Purchase Orders are crucial to this niche market and if we could sync them with Xero via api it would make a huge difference.

      (Provide GET/PUT/POST PurchaseOrders endpoint)

      604 votes
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        70 comments  ·  Developer Tools  ·  Flag idea as inappropriate…  ·  Admin →
      • Notify URL When Stuff Changes in Xero - Webhooks

        I'm requesting "web hooks" for the Xero API.

        Here's how they work: Customer provides a URL (http://myserver.com/xero/changed) to Xero, and when something is changed, Xero notifies that URL, perhaps indicating which records have changed.

        The Xero API provides methods that you can query and compare with previous results to see what has changed. However, this is not performant for large data sets, and detecting changes involves a lot of code.

        The competition has it - web hooks are supported by QuickBooks. Let's get them in Xero - it's a superior product in every other way.

        584 votes
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          35 comments  ·  General Requests  ·  Flag idea as inappropriate…  ·  Admin →

          Webhooks is still a hot topic for us in the API team, and we are sorry to say that we are not in a position to deliver them yet. The existing technical architecture does not support it, but some of the changes we require are being worked on so we hope to have some better news in the near future.

          To keep your calls efficient while polling, we recommend using “if-modified-since” and paging whenever possible.

          Bear with us, webhooks will come but it will take a bit longer than we would like. We are working on getting the necessary background changes in place and will update the community as soon as we have more news to share.

        • Import bank statement lines via the API

          Be able to import bank statement lines into a bank account in Xero. This would be useful for custom bank accounts or banks that do not have a direct feed into Xero

          568 votes
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            40 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

            Hi everyone, we know this has been a longstanding request, but a number of security and licensing issues have prevented us from providing this.

            We have marked this as ‘planned’ as we still have it in our long term roadmap to provide it once we can add a more comprehensive permissions model to the API, but the honest answer in terms of timing is that this will not be available in the next 6-9 months at least.

            A reminder on an article that may help some users get around this feature gap for the time being: https://community.xero.com/developer/discussion/3879525/

          • Repeating invoices via the API

            Be able to create and manage repeating invoices (http://help.xero.com/#Accounts_RepeatingInvoice) via the API.

            489 votes
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              63 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

              We’re getting some more clarity on our roadmap for the first part of 2016 and unfortunately that’s unlikely to include support for creating/updating repeating invoices.

              I realise it’s extremely frustrating for those of you keenly waiting for this feature, but unfortunately there are still a few other features ahead of it in priority.

            • Reconcile via the API

              Be able to reconcile bank statement lines via the API.

              435 votes
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                43 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

                - Update January 2016 -
                Unfortunately reconciliation via the API is not a planned feature for the short-medium term.

                Xero is planning some exciting things around bank rec automation in 2016 which will hopefully alleviate a lot of the need to reconcile via the API. We’ll also be looking at satisfying the use cases that can’t be solved by automation.

                It is a huge piece of work so we don’t have any dates to share yet. We’ll keep this page up to date whenever we have new info.

                For some of your scenarios, consider using the approach described in our guide for handling payment processor receipts in Xero could be a whole lot more efficient. http://developer.xero.com/documentation/api-guides/handling-payment-processor-receipts-in-xero/

              • Expose the Online invoicing URL via the Xero API

                Xero has recently released online invoicing functionality within the main application (http://help.xero.com/#OnlineInvoices).

                Be able to retrieve the online invoicing URL via the Xero API.

                Note that this URL is only generated when the invoice is emailed within the Xero application. Exposing this field will be of limited value until further work is done to be able to email an invoice from Xero via the API (but that is a separate issue).

                391 votes
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                  37 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

                  We are very happy to say that work has begun on this, and we hope to make it available in a release soon. Thanks for your patience and please watch this space.

                • History & Notes

                  Expose invoice History & Notes through the API

                  310 votes
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                    29 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

                    While this is planned, we have hit some roadblocks on the infrastructure required to deliver it – we don’t have an ETA just yet. Please keep adding your use cases and votes!

                  • Quotes via the API

                    Provide an API for the recently released quotes feature in Xero (http://help.xero.com/QuotesMain)

                    213 votes
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                      16 comments  ·  Quotes  ·  Flag idea as inappropriate…  ·  Admin →

                      Quotes is quickly becoming one of our most requested features but still a few things we need to get done first. We’ll keep this page up-to-date if priorities change.

                    • be able to retrieve account transactions via the api.

                      Provide an API to retrieve the transactions of an account. (e.g. something like this Profit & Loss report-> click on the YTD value of an account)

                      More discussion in the thread <https://community.xero.com/developer/discussion/326819/>

                      178 votes
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                        7 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                      • Expose which user connected the organization via OAuth

                        Currently, we have no idea which user connected via OAuth. In other platforms (QB for once), you get details (especially email) of the user, and can design behavior based on it. In Xero, we get all the data on the users (with the new email address field), but we don't which user connected. If this will be exposed, it will give the developers more tools to create a more specific experience for the users

                        154 votes
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                          8 comments  ·  Authentication  ·  Flag idea as inappropriate…  ·  Admin →
                        • Budget summary report by budget

                          The current budget summary API report (http://blog.xero.com/developer/api/reports/#BudgetSummary) returns the overall budget summary report. Within Xero, you can create additional budgets which can be filtered by tracking category. This request is to:
                          - Provide a Budgets API endpoint
                          - Allow the budget summary report be filtered by budget

                          138 votes
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                            18 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                          • allow notes in invoice output

                            there are some situations where it's useful to add a note to an invoice that's include in the invoice PDF. e.g a message about the reverse charge VAT treatment for EC customers. I would guess there's more exceptions like this where a note would be useful.

                            137 votes
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                              3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

                              You might consider adding a comment-only line item to the invoice. This would get printed on the PDF of the invoice.

                              If the message is to be added to lots of invoices, you could even consider defining a price list item with a description only. This would save re-typing the comment for each invoice.

                              A third option is adding a comment onto a docx branding theme template. If all EC customers could be assigned the same branding theme, the comment could be hard-coded onto the docx template.

                              We’ll certainly consider other options to make life easier for our customers.

                            • EU Country field

                              Be able to update the EU Country field via the API. This is required and seems very strange to be left out of the API.

                              120 votes
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                                3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                              • add custom fields to contacts

                                Ability to create or edit additional 'custom' fields to use for notes, additional phone numbers, job descriptions, etc.

                                94 votes
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                                  7 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add read-only access to accounting numbers for use in other systems

                                  I have an internal system that handles all the other metrics for our business, but the financial data is missing.

                                  We could either hand-enter the necessary data or build some sort of import functionality, but it would be best to query Xero directly so I can use that data in my internal system.

                                  Thanks for listening!

                                  90 votes
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                                    4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Be able to retrieve & e-mail statements to receivable accounts via the API

                                    E-mailing updates to receivable accounts about their payments via the API would be very useful. Via the web interface, this is possible by sending a statement. API request is to be able to retrieve a statement report and email it via the API

                                    85 votes
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                                      3 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                                    • oAuth 2.0

                                      Any chance Xero will support oAuth2.0 ?

                                      oAuth1.0 and it's payload signing doesn't work very well in various environments including node.js

                                      With rest of the world moving to oAuth 2.0 - I hope XERO does too

                                      84 votes
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                                        4 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                        At this time, there is no plan to support OAuth 2.0

                                        OAuth 1.0a which we support, is not inferior to OAuth 2.0, just different. We appreciate that developers find it less convenient than 2.0, but the security features within it at that make it less convenient, are very important to us.

                                        Our focus will be on improving code samples etc to assist developers with using the support OAuth 1.0a protocol.

                                      • Fixed assets API

                                        Provide an API for the fixed assets module.

                                        74 votes
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                                          9 comments  ·  General Requests  ·  Flag idea as inappropriate…  ·  Admin →

                                          Now that the new fixed assets module has been released in Xero, we are measuring demand for a new fixed assets API.

                                          Please add your support by voting and share use cases if you have any.

                                        • Enter budgets via the API. Both historical and current.

                                          This would allow us to build tools to do bulk budget exports for multiple periods from our current system. (I think that budgets import might be coming through the user interface anyway, in which case this isn't really needed).

                                          69 votes
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                                            10 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

                                            This will be something we are considering now that the main application allows budget imports (recently added).

                                            Anyone interested should add their vote – also be good to let us know your intended use in a comment so we can factor this into development.

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