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.

  1. First check that you're eligible for a direct feed.
  2. 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.

    Application form

    Download the application form, complete, print and sign it, then post the original copy to Xero. Complete a separate form for each organization 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:

    1. Right click on this link: HSBC E-Channels Letter of Authority, then save the link as a PDF on your computer.
    2. Open the file in Adobe Reader. If you don't have it installed on your computer, download it from the Adobe website.

Xero will automatically disconnect the Yodlee feed before the direct feed starts.

When the direct feed starts, check that you don't have any missing or duplicate transactions. If you do, manually import the missing transactions or delete the duplicate transactions.