This is a simple script to create statements from your Stripe account that you can import into Xero.
Transfer transactions from this tool should match the transactions in your bank account, so reconciliation is simpler. The tool also creates separate transactions for Stripe processing fees.
This tool saves the timestamp of the last balance transfer it found in Stripe, so successive runs will only include new transactions since the last run. This file needs to be committed and pushed up to github.
- Python 3
- Stripe's Python library
git clone https://github.com/techlahoma/stripe-xero/
pip install stripe
Copy the example environment file:
cp .env.example .env
You'll need to set the STRIPE_API_KEY environment variable in .env with your Stripe account's secret key. If you don't have one of these, get an account from the Treasurer or Infrastructure Chair.
If someone else has run the script since the last time you did, you will want to pull from github again:
git pull
Run the script:
make run
This task will grab all of your balance transactions and create a CSV file suitable for importing into Xero. The next time it runs, it will only grab new transactions since the last run.
On OSX: run the following make command to open the Xero web page:
make upload
Other OSes: Import the newly created csv file to xero under the stripe account in Xero (https://go.xero.com/Bank/Import.aspx?accountID=67641283-C7E3-423F-835C-0ABA7C556F36 )
Commit changes (new pickle file) and push back up to github:
git commit -a -m "pkl updates"
The *.pkl file saves the last date and time transactions were pulled. If you don’t push the *.pkl file up to github, the next person will pull all the transactions you pulled as well as any new. This is fine, though, because Xero detects duplicate entries and automatically removes them. It’s not perfect, though, so you will need to check the reconciliation report (as is standard).