Import budgets

[sminnee]

The budget data from Xero would be an invaluable thing to pull into a data warehouse for analytical purposes.

It looks like you can access it with this report:
https://developer.xero.com/documentation/api/reports#BudgetSummary

[KAllan357]

Thanks for this. It sounds like we'd be adding a new stream and some special handling based on the documentation:

Based on what I read, it looks like this works on a monthly basis. Given a start date of 01-01-2015, what we'd want to do is make one request for every month between then and now? Is that correct?

[sminnee]

I believe you can do

Month = 2015-01-01
Periods = 12
Timeframe = 1

And get a whole year of monthly data

You could start from a date given by the user (in Stitch this is a config option) but you’d also need an end date, which might be the future.

If you wanted to autoset it you could do, say, 18 months in the future (which means that a year’s budget could be loaded up to 6 months in advance), or you could keep querying until you get blank results (assuming that most users will fill out continuous budgets, which seems reasonable)

Strictly, Xero has support for multiple budgets, but I don’t see how this links to the API, so presumably just the default budget will come through

[sminnee]

Any movement on this?