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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Brett Lester commented
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.
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Anonymous commented
Yes agreed. We've all been waiting for this for ages. Lets get it done.
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Greg Gage commented
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?
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Josh Hopkins commented
Please release this soon Xero!!!
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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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Andrew Tipton commented
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?
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Brett Lester commented
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.
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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.
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Colin Geddes commented
Any update on this? Last update was about 6 months ago.
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Anonymous commented
+1 urgent !
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Arief Widyananda commented
Any update on this one? :)
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sysret commented
Hi Xero
Is there any update when this will be started?
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Kenny Johnston commented
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).
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Andrew Tipton commented
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?
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sysret commented
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
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Kenny Johnston commented
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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Keith Harris commented
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.
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Thomas Haederle commented
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 Haederle commented
I need this feature to import bank statements fro a credit card gateway such as Merchant One where xero does not support feeds
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Jonathan commented
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.