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1. Bank Rules - Ability to import and export

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   108 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.

   The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.

   Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.

   We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short of it. Thanks for being a part of our community.

   Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.

   The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.

   Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.

   We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short… more

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   Aaron Glover commented  ·  03 September, 2025  ·  Edit…  ·  delete…

   Hi,

   We are a small software development company that uses Xero, and have been researching the creation of a tool to solve this problem. There are a couple of issues we discovered that we would love to get ideas/input on:

   1. The official Xero API does not provide access to this data, but it is possible via the unofficial API that drives the Xero web application. The downside of using this mechanism is that access would require using your Xero credentials directly (i.e., username and password) instead of being granted controlled short-term access via Xero's OAuth 2.0 mechanism.

   2. Because each rule can have a number of conditions or line items associated with it, CSV isn't an ideal format to store this data. JSON would work, but is not very human-readable or easily edited without specific tools. An alternative would be to use spreadsheets, which allows more flexibility in formatting so that the data is easier to understand. I have attached a screenshot of a possible layout for this data.

   We would love some feedback on this topic, feel free to reply here or contact us directly via email on support@cloudcollab.nz

   Thank you
   Aaron Glover
   cloudcollab.nz

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