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103 votes
Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.
For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.
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David Fowle
commented
Just to confirm Kim - the product idea here is to be able to import / bulk create ledger transactions in Xero? If so I whole heartedly agree and am surpirsed this is not already possible.
My use case: (we are a charity) If I have a receipt bank statement line of £10 this can be made up of multiple donations to different funds. Each of these donations can be extracted from Stripe or the donations software as a CSV - so I'd like to import that CSV into Xero to create the underlying transactions and thereby keep the fund balances correct but currently I have to manually create each transaction in Xero and then rec.David Fowle
supported this idea
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I used to work in financial software and whenever our clients asked for CSV upload capability into our system we always pointed them to our APIs instead. Perhaps that is Xero's thinking - either way it would be nice to know Xero - please can you give us some guidance here Xero support.
Thanks