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  1. be able to retrieve account transactions via the api.

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    75 comments  ·  Accounting API » Reports  ·  Admin →
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    working on it  ·  AdminKelly (Admin, Xero Developer Centre) responded

    Thanks for your continued feedback and patience on this long-standing request. Our team has started to build this out, and we're looking forward to sharing more as development and testing progresses.


    This release will introduce a new Account Data API, giving you the ability to retrieve account balances, movements, and transactions from the chart of accounts directly via the API.

    As part of this work, we'll be running a beta in October if everything goes to plan with a small group first, so we can test the experience and gather feedback before broader availability. We'll continue to post updates here as we reach key milestones.


    If you are interested in being part of the beta please raise a support ticket with us via api@support.xero.com and be sure to share your App ID/Client ID. You will need to be on the Advanced developer plan to access this API FAQ


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    Gill Goddard commented  · 

    This is the one area that will make a huge difference to have via the API - you have tracking categories and these are now available to pull down via API for Profit and Loss by tracking and Balance Sheet by tracking but not actually being able to pull transactional data of a various sorts doesnt fit with teh message that Xero likes to work with Addons. We find the current setup of the transaction detail which can be exported into Excel - less a few columns we can use to update our solution today -- what is missing is the ability to do that online rather than users having to manually run and then reload into our solution. One option to consider when this is made available is the abilty to have the data pre accumulated for same tracking categories. Any idea of timing for this?