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  1. Bank Rules - Ability to import and export

    512 votes

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    104 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly M (Community Manager, Xero) responded

    Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.

    We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.

    We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.

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    Aaron Glover commented  · 

    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