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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Igor Pavlov commented
+1
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Oleg Kuts commented
+1
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zweat commented
+1
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Alexey Novikov commented
+1
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Royner Chavarria commented
+1
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Hennie Kotze commented
+1
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Anonymous commented
+1
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Anonymous commented
+1
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Alexey Novikov commented
+1
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Marius commented
Hi Admin, where can we see this public roadmap?
And +1 to all that Andrew wrote! We're forced to do the same.
At one point though, the cost of manual labour to reconcile vs the price of a competitor that has a decent API will fall out of balance. I hope we can avoid this situation and get the API developed! :)
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Public roadmap has now been updated and a description/comment added.
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Thomas commented
Why isn't this in the Platform Roadmap Trello board if it's planned?
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Ryan England commented
+1 - some of our bank accounts are unusable without this vital functionality - really surprised this isn't generally available already.
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Andrew commented
+1 for this. For a couple of years now we've had to rely on a routine that generates a CSV file with transaction data from PayPal, Stripe and our Chase Paymentech credit card processor. We then have to manually import and reconcile the CSV files every day.
You may ask why we don't use the Xero integration with PayPal and Stripe? For the former it's because the PayPal feed is missing crucial information we use to automatically categorise and reconcile the transactions. For the latter it's because everything comes through as Sales Invoices and when we have dozens of transactions a day it's completely unworkable.
All we need is the ability to be able to POST line item data via the API in the same way as your CSV import routine reads each line of a CSV file. That way we can amend our existing scripts so instead of generating and emailing a CSV to us it could push the data straight into Xero.
I can't understand why this has taken so long - I know you have a large roadmap but that API functionality would instantly enable you to offer support for pretty much every financial institution out there where Yodlee feeds aren't available or are not reliable. The only reason I can think you haven't done this is if you have pressure from your partners not to make this sort of API publicly available, as it would then undermine the various paid-for commercial solutions people currently have to resort to.
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Thomas commented
+1
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Diego Benavente commented
+1 super helpful
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Anonymous commented
+1
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Dedy commented
+1
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Matt commented
Any update on this? Was looking to build a script to import Transferwise borderless account transactions as there seems to be no update from Xero on this being built.
However now I realise we can't even do this?
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Trent Allday commented
Crazy that this is not possible...