Please enable JavaScript.
Coggle requires JavaScript to display documents.
SVB - Xero App (5a.Extract textSVB Credit Card transactions (using the…
SVB - Xero App
5a.Extract textSVB Credit Card
transactions (using the OFX API)
Environment setup
Project Skeleton
Founders Platform
UI Landing Page
back/front - Field Validations
[front] - Push Expense Reconciliation
to XERO / "select All" button
select Separate checkboxes
“Send to Xero” button
Card Transactions View
Account Picklist - picklist of
<Accounts> of <Type><Bank>
on initial Card setup screen
Implement Contact Selection
Create a picker of all Contact.Name
“Add New” will create a Contact if no match found
[front] SVB Direct Connect auth
back/front: OAUTH flow
[back] - connect to SVB OFX server
Set up a Database
Get OFX transaction by ids
Cron Job
Xero UI Integration
5b.SVB Credit Card →
Xero Automated Expense Reconciliation
Bug Fixing
research UI libraries for
F4: Founders Platform Insights/Merics