Let an API link Xero bank rules to Excel, for big time savings
If this only let us export, import, create and delete, it would quickly give big time savings, avoid many errors and encourage better rule coding. However, its value will grow exponentially as we use the combined rules, of many clients, to copy rules between them and new clients. This could soon give all Xero users local and national Excel rule libraries. Their rules could reference rule creators, both for support and to encourage library contributions. The reputation of the rule creator, forum comments on each rule and the Likes (votes) of users will encourage much wider sharing of much better rules. This will increasingly make Xero automatic accounting far more automatic.
The API is not suited to this purpose, this would need to be built in the main application in order for users to import/export. It could be exposed via the API also later on, but for now, the best place to show support for this functionality is in our community forum: https://community.xero.com/business/discussion/65371/
This forum is specifically for developer API functionality (exposing existing Xero functions through the API).
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@Mike - the API does not work with Excel or CSV data, the API is a web service and uses JSON or XML to transport data between applications - it really is not practical for your purposes, and is not an API project, but something that would need to be surfaced within the main Xero application. The community thread is the best place for this discussion to continue: https://community.xero.com/business/discussion/65371/
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MikeBlockCPA commented
I would really like to better understand this response. In one day it got 10% of the votes that the top API idea got in 16 months (except the Expose Everything idea). Bank Rule data is in the Xero database. Most Xero add-ons read and write the exposed parts of this data. The API program only needs to read and write some simple hidden data. I could easily read - write CSV files 50 years ago. Calling Excel, from a program is trivial. We can probably write this with a keyboard macro script, so what is the problem in the API exposing bank rule data?
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Anonymous commented
a definate wlin...win
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James A. Karg Sr. commented
If you fell we need this then do it
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Amy Bergey commented
This would improve setup speed so much!!!!
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Yevgen commented
Please do it.
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Anonymous commented
Please do this asap thanks
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Anonymous commented
This much needed please do asap. Thanks