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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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.
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Ali commented
Most banks in developing countries are not supported by Yodlee, so this is a must have for companies in that region
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Brett Lester commented
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.
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MikeBlockCPA commented
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.
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Dave Quested commented
This would solve the payment processor issue (http://developer.xero.com/documentation/api-guides/handling-payment-processor-receipts-in-xero/) and we'd be able to recreate the same functionality we get with PayPal bank feeds.
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Jiro Olcott commented
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?
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Jiro Olcott commented
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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Rod commented
this would be great so we would be able to develop a solution for non supported banks or other importing method.