I suggest you ...

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

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    salosalo shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    planned  ·  xeroAdminxero (Admin, Xero) responded  · 

    Hello 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 permissioning model to the API, but the honest answer in terms of timing is that this will not be available in the next 6 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/

    We have added an update on keeping you better informed on feature requests in the future also: https://community.xero.com/developer/discussion/10480255/

    39 comments

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      • Neil BrownNeil Brown commented  ·   ·  Flag as inappropriate

        I agree that this needs to be added. I have over 150 bank accounts and the current api does automatic import fails due to the volume of transactions. I need to be able to import on my own to speed up the process

      • Anonymous commented  ·   ·  Flag as inappropriate

        I'd like to run my business on Bitcoin and be my own 'bank' and import my own 'statements'.

      • Markus SchmitzMarkus Schmitz commented  ·   ·  Flag as inappropriate

        Being able to import bank statements via the API (either by automated file upload or line by line) is essential for us. This will lead to such a dramatic improvement of our accounting procedures!

        Yoddle does not support any bank in my country and I would not expect them to do so soon.

        Is there a way to sponsor in Xero such an development? Maybe by temporary increasing the monthly fee for a while?

      • Brett LesterBrett Lester commented  ·   ·  Flag as inappropriate

        Thanks for the article on existing API options but none of them have anything at all to do with importing statement lines.

        It's been more than a year, and I think it's time this one got pushed to the top of Xero's to-do list.

      • Greg GageGreg Gage commented  ·   ·  Flag as inappropriate

        I really like Xero and the rich API set. However, I feel you could be a bit more transparent in the development process. Especially when you are asking us to vote on priorities. Can we please get an update? It has been 1 year since the this request was marked as planned, and 1/2 a year since the last update. Has development started? Do you need feedback or Case Scenarios? Beta testers?

      • ColinColin commented  ·   ·  Flag as inappropriate

        Hi Andrew,
        I've used a solution called Pentaho's Data Integration to read my bank statements and create a Xero compatible CSV file. It has a community edition meaning you can download and setup for free. You can also create recurring jobs using windows task scheduler so all our accounts guys have to do is drop the downloaded statement into a folder, then "magically" a formatted file appears, ready for upload.

        Once the Xero team finally releases this feature, I'll modify my Pentaho integration to push the files into Xero automatically.

      • Andrew TiptonAndrew Tipton commented  ·   ·  Flag as inappropriate

        I can't think of a more important feature to have in Xero. The complete lack of urgency in addressing this missing API is making me consider whether I need to abandon Xero and move to another platform. I'm dead tired of manually reformatting and importing statements each week.

        Seriously - how do we escalate this issue to someone who can make a decision?

      • Brett LesterBrett Lester commented  ·   ·  Flag as inappropriate

        I think that as this was "planned" in January 2014, and it is now September, an update is due. If Xero isn't going to do it, they should say so.

      • xeroAdminxero (Admin, Xero) commented  ·   ·  Flag as inappropriate

        Hi Everyone,

        We will not be providing a further update until we begin active development, and won't provide an ETA other than to say it will not be something we will be working on in the next 3-4 months.

      • Kenny JohnstonKenny Johnston commented  ·   ·  Flag as inappropriate

        Thank you for moving this into planning!

        The blog post and additional detail about payment processor handling are appreciated as well (Stripe is among my concerns).

      • Andrew TiptonAndrew Tipton commented  ·   ·  Flag as inappropriate

        Long overdue, I can't believe this hasn't been a higher priority for you -- perhaps it's because senior management only talks to AU/NZ/UK customers who get the high-quality feeds direct from partner banks?

      • sysretsysret commented  ·   ·  Flag as inappropriate

        this is really a must in order to have a kind of automated process for us people that are not able to use the bank feed feature

      • Kenny JohnstonKenny Johnston commented  ·   ·  Flag as inappropriate

        Yodlee is failing with half of my bank feeds and I need a way to automate transaction entry, even if it means maintaining an API integration that I can hand CSV exports from my banks to.

        I have clients considering moving to Xero as well and would like to see this feature implemented so that we can build a stronger integration and prove to their skeptical staff that Xero truly is superior to Intuit.

        Also, this feature was proposed over 4 years ago and is currently ranked #3 with 233 votes and our votes and comments are called for from Xero's API documentation (http://developer.xero.com/documentation/api/bankstatements)... it's time to offer a response guys ; )

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