Retrieve bank transactions and reconciliation data from Xero

domain: developer.xero.com · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Authenticate with OAuth 2.0 and obtain the tenantId for the target Xero organization.
  2. GET https://api.xero.com/api.xro/2.0/BankTransactions with the Xero-Tenant-Id header to retrieve bank transactions; use query parameters like Where and order to filter and page results.
  3. To retrieve bank statement lines (unreconciled items), GET https://api.xero.com/api.xro/2.0/BankStatements; these represent imported bank feed lines awaiting matching.
  4. Check the IsReconciled field on each BankTransaction to determine reconciliation status; reconciled transactions are linked to an invoice or payment.
  5. To fetch reconciliation reports, use the GET https://api.xero.com/api.xro/2.0/Reports/BankSummary endpoint with FromDate and ToDate parameters.
  6. Use the ModifiedAfter header (If-Modified-Since format) on repeated polls to retrieve only records changed since your last sync.

Known gotchas

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