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 account number in Xero.
If you can select your bank or financial institution's name in the Find your bank search box, bank feeds are available.
Next, finish the setup.
- For direct feeds, 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.