Bank feeds 2017-01-12T16:58:03+00:00

Bank Feeds

Bank feeds automatically import account transactions into Xero from your bank. Once the feeds are up and running, you’ll no longer need to download and import bank statements to get transactions into Xero.

There are two main types of bank feeds. Where you bank determines which type of feed you can use.

Direct feeds

Direct feeds are by far the best, allowing Xero to automatically import account transactions into Xero from your bank daily. The following bank support direct feeds into Xero:

  • HSBC
  • Natwest
  • RBS
  • Santander (Corporate and Commercial only)
  • Barclays (trial feeds currently being tested)

To set up direct feeds, add your account number in Xero, by going to Accounts >Bank Accounts and clicking on the Add Bank Account button. Next, complete a PDF application. Some banks also let you apply through online banking. The PDF application forms for the above named banks can be found here:

https://help.xero.com/uk/Payments_PartnerFeeds

Yodlee Feeds

 If your bank does not allow for direct feeds, you can subscribe to Yodlee feeds. This can be done as follows:

1. Enter your online banking login and password details, then click Next so Yodlee can connect to your online banking site. Add your account number in Xero, by going to Accounts >Bank Accounts and clicking on the Add Bank Account.

2. Click on the ‘Get bank feed’ button.

3. Enter your online banking login and password details, then click Next so Yodlee can connect to your online banking site.

bank feeds

4. Find your account on the Bank Accounts screen and click the Start Bank Feed Now button.

bank feeds 3

5. All accounts you access through online banking using the same login details appear. Select the account you want feeds from.

bank feeds 4

Yodlee feeds need to be manually refreshed, so we would recommend using direct feeds if your bank offers this (see list above).

Refreshing a Yodlee Feed:

Go to Accounts > Bank Accounts. Find the account you want to refresh the bank feed for. Click Manage Account, then click Refresh Bank Feed.

bank feeds refresh

Make sure you stay on the same screen while refreshing the feed. Changing screens may interrupt the connection with the bank and your refresh may fail.

Go back to Xero Guidance home page.