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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Gonzalo commented
Hi guys,
I think this feature is critical to automate and simplify the bank statement import process in HOUNDRED of countries and THOUSAND of banks. I hope you could develop ASAP.I´m Xero Partner since 2014 and live and work from Argentina. In Argentina we have more than 200 bank and financial instiutions. Only 1 has API. The rest does not and they do not have plans to have API. In the rest of LatinAmerican countries happens the same and I bet in many other countries is the same.
Xero Partners around the world need this API to help their SMB client.
Regards
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Suryakant Patel commented
+3
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Anonymous commented
+1
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Anonymous commented
+1
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Anonymous commented
+1!!
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Anonymous commented
+1
This will be great~ -
Maciej Bukczynski commented
Need this to reconcile Visa Commercial cards, as you don't have a feed available for Intellilink Spend Management
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Mason Chase commented
Hi
We have made an app that assist an accounting firm and large team to import statement, manage tasks for transaction and reconcile them,
this feature is very important for us to automate since Xero design has limitation and we can't achieve this goal without API
Regards
Mason -
Lukas Napravnik commented
Hi there, I believe the use-case is very clear, almost every bank allows you to export OFX, CSV bank statements, however, why would e.g. overseas banks operating on markets with no Xero market presence wanted to use your API? Open API would resolve the issue.
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kevin commented
I'll simply echo comments posted by "Anonymous commented · June 21, 2019 17:19"
Please rethink this decision.
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Jason commented
This is such a great improvement. However there is STILL no read model that provides the statement line ID, which would be really really helpful. For a whole bunch of use cases. Either add it as a field in the summary report, or add a statement read model to the bank feeds api. please!
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introserv commented
We can't even normally use Paypal bank feed statement, because there isn't "description" field, and of course nobody couldn't make this "huge" changes. We are able to upload much better, why you don't allow this? Also we have 10+ another feeds we should upload manually.
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Eugène van der Merwe commented
I wasted my time by following a link from this page which lead here:
https://developer.xero.com/documentation/api/bankstatements
Please fix that page as sending users to declined requests is not professional.
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yazid jibrel commented
one more vote
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Anonymous commented
please rethink this. there are billions of people and tens of thousands of banks and financial institutions. you cannot cover them all and your csv import doesn't work work on 30% of bank from my experience and cannot be automated. "This feature request is still on our backlog and we will be keeping an eye on this forum to understand the use case for a public bank statements API going forward." glad you will keep an eye on the forum but we already know 100% of people will never be covered by your banks feeds. this is the most voted feature for a reason. your software doesn't work without. Plus, doesn't seem like it requires much work: expose some APIs, beta test with people willing to sign disclaimer, opt-in notice that we own the data imported, and should be good to go. Please reconsider and let the technical people and legal team make it happen!
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Anonymous commented
"This feature request is still on our backlog and we will be keeping an eye on this forum to understand the use case for a public bank statements API going forward." what is this? this is the most voted feature so the use case is obvious. there are 7 billion people in the world. you cannot support 100% of financial institutions . your csv import doesn't work on like 30% of the world bank statements. the solution, public statements API for all the bank you don't support (or are you actively trying to block small banks and developing countries via collusion with big banks and the developed world???). plus, you said you were planning this feature like 8 times and never delivered. it's just exposing some api that already exists and putting a big disclaimer and opt in to make sure we own the data . and the CEO is responding to this like he cares about APIs? this is a technical issues. just let the developers do what they want and legal team make it good and customer will be happy. stop trying to micromanage.
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Anonymous commented
Yes!
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Darren commented
+1... this is essential
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Anonymous commented
I'd like this so I can pull Shopify transactions in a Shopify Bank Control account where I can set up bank transfer rules to speed the reconciliation with the Shopify aggregated payouts (inc fees) coming in to the bank account.
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Beau Gaudron commented
Since Xero now acquired HubDoc surely you could allow them access to this? They are already pulling CSV for CBA personal cards. Any plans to at least allow HubDoc acess to the closed API?