Transfer to a HSBC UK direct feed
If you get HSBC UK account transactions imported into Xero through a Yodlee bank feed, follow these steps to transfer to a direct feed. There is a £3.00 fee (exc VAT) charged for each bank account each month.
- First check that you're eligible for a direct feed.
To apply, either contact HSBC Business Telephone Banking or download an application form:
HSBC Business Telephone Banking
Contact HSBC Business Telephone Banking to set up your direct feed over the phone. The direct feed will start in 5 working days.
Download the application form, complete, print and sign it, then post the original copy to Xero. Complete a separate form for each organisation in Xero that you want a feed for. The direct feed will start in 4 weeks.
HSBC's application form can't be viewed in a web browser. To download and open the form:
Xero will automatically disconnect the Yodlee feed before the direct feed starts.