Bank feeds
Bank feeds let you automatically import account transactions into Xero from your bank or other financial institution. Once bank feeds are up and running, you'll no longer need to download and import bank statements to get transactions into Xero.
There are three types of bank feeds
Where you bank determines which type of feed you can set up.
Setup is easy
To set up bank feeds, add your bank account in Xero.
If you can select your bank or financial institution's name in the Find your bank search box, bank feeds are available for this bank.
Next, finish the setup.
- For direct feeds, check that your account type is eligible, then complete a PDF application form. Some banks also let you apply through online banking.
- For Yodlee and PayPal feeds, set up and activate these feeds while you're logged in to Xero.
Direct feeds
If we have an agreement with your bank or financial institution, you may be able to apply for a direct feed.
Yodlee feeds
If your account is part of Yodlee's retrieval service, you can set up a Yodlee feed.
PayPal feeds
If you use PayPal, you may be able to set up a PayPal feed.