CIMB direct feeds

Get bank account transactions from CIMB automatically imported in to Xero. To apply, add your bank accounts in Xero, check your accounts are eligible, then download and complete the application form on CIMB's website. Your feed will start in 10 working days.

What you need to set up a direct feed

To set up a direct feed, you willl need:

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:

Add your bank account in Xero before applying

Your account number in Xero must match your CIMB Bank or CIMB Islamic Bank account number.

When you add your bank account in Xero, select Everyday (day-to-day) or Foreign currency as your account type.

Add your bank account in Xero

Apply for a direct feed

Download and complete the application form that applies to you:

  1. If you're registered for BizChannel@CIMB, download the BizChannel@CIMB Maintenance Form (CIMB website)

    If you're not registered for BizChannel@CIMB, download the BizChannel@CIMB Application Form (CIMB website)

  2. Complete the required fields. Under Third Party System Integration Access, select the checkbox and enter Xero as the service provider.
  3. Sign the form.
  4. Post the original copy of the form to CIMB. The address is listed on the form.
If you don't yet have an eligible account type, apply online - CIMB Bank Online Business Current Account or CIMB Islamic Bank Online Business Current Account-i

What's next?

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