I suggest you ...

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

698 votes
Vote
Sign in
Check!
(thinking…)
Reset
or sign in with
  • facebook
  • google
    Password icon
    I agree to the terms of service
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    salosalo shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    planned  ·  Xero APIAdminXero API (Admin, Xero API) responded  · 

    Hi all,

    I’m afraid we still don’t have anything exciting to share around bank statements, but this request is well overdue for an update.

    We do ‘refresh’ the status of these requests every couple of months and, if nothing’s changed, it’s often with the same message. The aim of this isn’t to fool the community into thinking we’re actively working on something, we’re trying to tell the community that we’re actively listening to your feedback and watching these pages.

    I apologise if it comes across as deceptive, but there’s only so many ways you can say “Great idea, we agree this would be awesome, but it’s not on the roadmap for the next 3-6 months.” I wish UserVoice had a status for that!

    So, sorry to sound like a broken record, but even though we see the value in this feature it’s still not something we’ll be delivering in the next 3-6m months. That said, we WILL be working on the next version of the API authentication layer which will finally make more complicated endpoints like this possible.

    Cheers,
    Adam

    49 comments

    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      Submitting...
      • Jason LaneJason Lane commented  ·   ·  Flag as inappropriate

        Wow. This is the second feature that I've found lacking from Xero, and I'm so disappointed to find that this feature request has ALSO been languishing for years, with no hope in sight. It's so frustrating, because there's so much I love about Xero, but I'm really starting to wonder where your development efforts and priorities lie. They certainly don't seem to be aligned with what your customers are asking for.

      • Brett LesterBrett Lester commented  ·   ·  Flag as inappropriate

        Adam, thanks for your update. But "planned" means "planned", not "we’re actively listening to your feedback and watching these pages".

        If it's not on Xero's roadmap, then it should not be marked as planned.

        If you're going to say something is "planned" when in fact it's not on the roadmap, then you really shouldn't be surprised when people get annoyed.

      • MarkMark commented  ·   ·  Flag as inappropriate

        So.. there are solutions.. now ones that work entirely with the API for secure access.

        https://go.bankfeeds.io

        this is a simple integration - syncs Stripe transactions, fees, transfers, refunds etc as a Bank Feed into your xero account.

        While a direct integration would be great, this is almost real-time transaction data into xero.

      • Greg GageGreg Gage commented  ·   ·  Flag as inappropriate

        We have been using the CSV import option for years, in the hopes that this feature would be implemented. I agree with the previous posters, that the response has been abysmal. Someone from Xero has copied and pasted the same response 3 times, in what can only be seen as an elaborate ruse to convince the community that you are actively looking into this issue, and we should hear back in 6-9 months.

        I understand that schedules can slip. But it would be nice to give us an honest answer as to why this is a security risk any more than other APIs. Or a licensing issue? Both of these seem to not make sense.

      • Brett LesterBrett Lester commented  ·   ·  Flag as inappropriate

        Given that this highly popular request has been getting kicked further and further down the road for years - and I do mean *years* - I guess we shouldn't expect ever to see it in our lifetimes.

        What's the point of using a platform like uservoice if you just ignore the feedback?

      • Tim EvansTim Evans commented  ·   ·  Flag as inappropriate

        Can you please look into this ASAP, we have 350 organisations we would like to post bank transactions to on a regular basis.

        Either update the API or give the ability to do the manual import of a bank statement at a 'practice' level instead of each individual organisation.

      • Neil BrownNeil Brown commented  ·   ·  Flag as inappropriate

        I agree that this needs to be added. I have over 150 bank accounts and the current api does automatic import fails due to the volume of transactions. I need to be able to import on my own to speed up the process

      • Anonymous commented  ·   ·  Flag as inappropriate

        I'd like to run my business on Bitcoin and be my own 'bank' and import my own 'statements'.

      • Markus SchmitzMarkus Schmitz commented  ·   ·  Flag as inappropriate

        Being able to import bank statements via the API (either by automated file upload or line by line) is essential for us. This will lead to such a dramatic improvement of our accounting procedures!

        Yoddle does not support any bank in my country and I would not expect them to do so soon.

        Is there a way to sponsor in Xero such an development? Maybe by temporary increasing the monthly fee for a while?

      • Brett LesterBrett Lester commented  ·   ·  Flag as inappropriate

        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.

      • Greg GageGreg Gage commented  ·   ·  Flag as inappropriate

        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?

      • ColinColin commented  ·   ·  Flag as inappropriate

        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.

      • Andrew TiptonAndrew Tipton commented  ·   ·  Flag as inappropriate

        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?

      ← Previous 1 3

      Feedback and Knowledge Base