HSBC UK direct feeds
Get bank account transactions from HSBC sent into Xero every day. To apply for a direct feed, add your bank accounts in Xero, check your account types are eligible, and either call HSBC Business Telephone Banking or download the application form.
What you need to know
You'll need a UK subscription
You can only set up a direct feed for HSBC if the country you chose when you added your organization in Xero is the United Kingdom, and you're paying to use Xero.
Eligible bank account types
- Business accounts
- Foreign currency accounts (held in the UK, excluding Japanese yen)
There is a monthly fee
There is a £3.00 fee (excluding VAT) charged each month and for each account. We'll include this on your Xero subscription bill once your feed is set up.
To set up a Yodlee feed, you'll need to select HSBC Business Bank (UK) when you add your bank account in Xero (instead of selecting HSBC Business Bank (UK) - Direct Feed).
Before you apply
You must add your account number in Xero first
Your account number in Xero must match the account number held by HSBC.
Apply for a direct feed
Apply through HSBC Business Telephone Banking
Contact HSBC Business Telephone Banking to set up your direct feed over the phone. You'll need access to the internet and your email account to complete a Letter of Authority during the call.
Download and read the E-Channels Letter of Authority sample form before contacting HSBC Business Telephone Banking:
Sample E-Channels Letter of Authority form (PDF, 90KB)
If your accounts require multiple signatures, each signatory will need to contact Business Telephone Banking separately to authorize direct feeds with Xero.
Contact Business Telephone Banking to set up your feed. (HSBC website)
Your feed will start in 5 working days.
Apply by application form
Feeds set up by application form will start in 4 weeks.
About the form
- The form gives us authority to get your data from HSBC.
- If you have multiple organizations in Xero, all with HSBC bank accounts, you'll need to complete one form for each organization.
- Make sure the form is signed by the required parties in the fields indicated.
Download and complete the form
- Download: HSBC E-Channels Letter of Authority (ZIP, 96KB)
- Go to your downloads folder, right click on the HSBC E-Channels Letter of Authority.zip folder, then select Extract All.
Open the E-Channels Letter of Authority PDF in Adobe Reader.
(If you don't have Adobe Reader on your computer, you'll need to install it to open the PDF file.)
Complete these fields:
Account Holder - the name of the business as shown on HSBC bank statements.
Account details - the business name of your bank accounts that you are requesting a direct feed for.
- Print a copy.
- Sign the form and add the full name of the person, or people, signing for form (in block letters).
Post the original form to
Xero (UK) Limited
171 Midsummer Boulevard