Coutts direct feeds

Get business bank account transactions from Coutts Bank sent into Xero. To apply, add your accounts in Xero, check your account types are eligible, and complete the application form. Your feed should start within 10 working days.

Eligible account types

  • Business current (day-to-day) transaction accounts
  • Foreign currency accounts
  • Credit card accounts
If your account type is not eligible

If your account type is not eligible for direct feeds, try one of the following ways to get your account transactions into Xero:

  • See if a Yodlee feed is available
  • Import a bank statement
  • Add your bank account in Xero before applying

    Select Coutts from the Find your bank search box.

    The account number in Xero must match the account number on the application form you send us.

    1. In the Accounts menu, select Bank Accounts.
    2. Click Add Bank Account.
    3. Start typing Coutts, then select the correct bank from the list.
    4. Enter your account name and select your account type.
    5. Enter your account number with the (6 digit) Sort code first. Then 8 digit account number.
    6. Adding an account for a credit card feed? Enter the last 4 digits of your card, and then add your 16 digit Business Charge Card Account number (can be found on your Client Summary statement).
    7. Select the currency (if required).
    8. (Optional) If you have multiple bank accounts to add, click + Add another.
    9. Click Continue.
    10. Click Download Form. If you've added multiple accounts, only the accounts eligible for direct feeds will show on the application form.
    11. Click Done to return to the Dashboard.
    Need to apply for feeds for an existing account in Xero?
    1. Click the Get Bank Feeds button next to the eligible bank account.
    2. Select your account type.
    3. Check that you have entered the correct bank account number.
    4. (Optional) If you have multiple accounts for this bank and you don't want to apply for feeds for all of them, click Don't connect next to an account to exclude it.
    5. Click Continue.
    6. Click Download Form.
    7. Click Done.

    Sign and send us the application form

    1. Open the downloaded application form.
    2. Print the form and fill out any fields that haven't been automatically completed.
    3. Sign the form, then scan it and send it to us.
    4. Download and complete a separate form for each organisation in Xero that you want a feed for.

    If you need to apply for feeds for your clients, download the bank form: Automatic transaction feeds to Xero - Coutts

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  • Check the estimated feed delivery time