Integrate your business account with Xero
Set up your direct feeds for your existing Xero account within internet banking.
The following accounts are eligible for setting up Xero direct feeds online: Business Edge, Business Online Call and Business Credit Card.
We don’t charge you any fees to integrate your bank accounts with Xero.
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Select your accounts in internet banking
- Log in to internet banking.
- Select the business profile that has the accounts you want to connect to Xero, so these appear on the account screen.
- Click 'Settings'.
- Under 'Transactions and Accounts', click 'Xero Services'. If this option doesn't show, make sure you've selected the business profile first, or contact us to enable Business View.
- Under ‘Xero service options’, click ‘Add/edit Xero services’.
- Select the bank accounts you’d like to integrate with your Xero account.
- Read and understand the terms and conditions, then tick the checkbox to confirm.
- Click ‘Next page’.
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Review & submit
- Review the summary of which transaction feeds you’re registering for. If you need to make any changes, click 'Back', then make your changes, then click 'Next' again.
- When the summary reflects what you want to integrate, click ‘Submit’ to confirm your Xero services.
Once your changes have been saved, you’ll be prompted to log in to Xero to complete the process.
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Log in to Xero and match
In Xero, you’ll need to choose the organisation you want to link the direct feed to and match it to the corresponding account in Xero.
Do this for each feed you've set up.
If you want to set up a feed for another account type, you need to do this via an application form through Xero. See the Xero Central website for more information.
Xero feeds are also compatiable with Business Performer accounts.