Xero: Extract Bank Transactions to Database

This sample extracts bank transactions from Xero and imports in a SqlServer Database.

To run this example and get results, make sure you’ve set up a Company in Xero containing Contacts, Invoices and Bank transactions. Refer to our Xero guide for instructions on connecting Linx and Xero.

This Linx Solution uses the File, Xero, Database and Utilities plugins.


Download

BankTransactions.zip


To run the sample

  1. Create an application on your Xero account. View guide for instructions.
  2. Create the BankTransactionsTable in a database of your choice.
  3. Unzip the sample file and open the Lsoz file with Linx.
  4. Click on the Settings button in the Linx Designer toolbar.
  5. Change the Settings to reflect your file system, database connection and Xero credentials. (If you need help with the database connection string, have a look at this help topic.)
  6. Run the included BankTransactionsTable.sql script that creates the “BankTransactions” table.
  7. Click the Debug button and Start the debug to run the Process.


Automate your solution

Add your process to a Timer Service

To automate this process, you need to:

  1. Add a Linx Service (from the Linx Designer toolbar) to your solution / project.
  2. Drag your process into the Timer Event (!). When the event fires, it will run your process.
  3. Set up the days / times when the event will fire in the Timer properties.
  4. Deploy the solution to a server.
  5. Browse to the server and Start the Timer Service.