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

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

    Thanks for your votes everyone. As we have completed other requests this one has creeped up the list and is overdue an update.

    We do agree this would be a useful feature to expose via the API. We will begin scoping this shortly and update you when development begins, but no ETA yet.

    We have reviewed some of your comments and use cases below however, and have written up an article on some possible existing API options: https://community.xero.com/developer/discussion/3879525/ – note this may not apply to your situation, but hopefully useful to some.

    29 comments

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      • 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 ; )

      • Keith HarrisKeith Harris commented  ·   ·  Flag as inappropriate

        We take all our payments via Stripe and was expecting just couple of hours of work with the two APIs to get statements imported regularly ready for reconciliation. Very disappointed to see xero aren't up to speed on this.

      • Thomas HaederleThomas Haederle commented  ·   ·  Flag as inappropriate

        Dear Xero,
        What is the reason bank statements cannot be uploaded via API. Almost everything else works via API and this has a lot of votes?
        Are you looking at this or do you have a reason not to do it? Either way, please let us know.
        It would solve the payment processor issue for us where we have everything automated except the upload to xero.

      • Thomas HaederleThomas Haederle commented  ·   ·  Flag as inappropriate

        I need this feature to import bank statements fro a credit card gateway such as Merchant One where xero does not support feeds

      • JonathanJonathan commented  ·   ·  Flag as inappropriate

        Quite a requested feature for the Xtracta App so when users process past scanned/digital PDF bank statements - we can auto feed the results into their Xero organization. Currently they are downloading a CSV and importing which works fine but just not as good a user experience as it could be.

      • Ali Ali commented  ·   ·  Flag as inappropriate

        Most banks in developing countries are not supported by Yodlee, so this is a must have for companies in that region

      • Brett LesterBrett Lester commented  ·   ·  Flag as inappropriate

        This highly requested feature isn't even "under review" which is really disappointing. Unfortunately it seems that Yodlee isn't as aggressive in adding new banks to its feeds as it used to be. It would be good to see some movement on this.

      • MikeBlockCPAMikeBlockCPA commented  ·   ·  Flag as inappropriate

        This suggestion is now almost four years old and has 174 votes. That makes it one of the most requested changes, but there is still no indication of when Xero may have it. Is there a reason why anyone needs this done with the API? If your statements are in CSV, IIF, QIF or equivalent format, I should be able to upload them quickly and automatically.

      • Jiro OlcottJiro Olcott commented  ·   ·  Flag as inappropriate

        I notice that this issue has been in open since Oct 6, 2009. Xero folks have recognised it as a need-to-have. Can we have an implementation date? Where is this functionality on the development planning list?

      • Jiro OlcottJiro Olcott commented  ·   ·  Flag as inappropriate

        Yes! this feature is important to us. We have a main UK based Head Office (Xero UK Version) and 7 subsidiaries in different countries (Xero Global Version). We use one bank (HSBC) for all our accounts (UK based). We automatically upload all the bank statements into the Head Office company then distribute the banks statements to each subsidiary for reconciliation. It has to be done this way since the HSBC Partner Feed only works for Xero UK Version and not for the Xero Global Version.

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