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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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.
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Matthew Gertner commented
I commented on this almost a year ago. Since then our assistant has been importing our bank statements daily by hand. It would be really nice to have this API!
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sysret commented
this would be great so we would be able to develop a solution for Swiss based banks
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Andrew Tipton commented
Yes please, this would allow me to integrate with banks which are very unlikely to ever be supported by Yodlee.
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Prime commented
Yes please! This would also allow us to get a Stripe integration going.
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Matthew Gertner commented
Our bank (Raiffeisenbank) doesn't have a supported feed, so I configured it to send us bank statements daily by email. I think spent a couple of hours hacking together a Python script that downloads the emails and parses the bank statements. The missing step is to import the statements into Xero via the API (I can easily generate OFX, QIF or CSV). Unfortunately I gather that there is no way to import a statement using the API.
We'll import manually for now but since we are receiving new statements from the bank everyday, it would be fantastic if my script could simply import them automatically (essentially simulating the automatic feed).
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norbu09 commented
it would open up the import of bank feeds and other bank like accounts (like prepaid accounts) that actually have an API but will never be included in xero natively. i have to create a CSV from those feeds now and then manually import them, that feels quite wrong.
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mdonseif commented
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mdonseif commented
You might wan't to transver SWIFT-Style mt941 Bank transactions into OFX by using https://github.com/hudora/pyBookkeeping/blob/master/bookkeeping/mt940toOFX.py - not perfect but works since Xero can nicely import OFX data.
But then again: Importing OFX via the API does not work.