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Colin

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  1. Import bank statement lines via the API

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    191 comments  ·  Accounting API » Banking  ·  Admin →
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    Colin commented  · 

    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.

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