Heritage Bank direct feeds

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

Eligible account types

  • Everyday accounts
  • Savings accounts
  • Loan accounts
  • Term deposit 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:

Add you bank account in Xero before applying

  1. In the Accounts menu, select Bank Accounts.
  2. Click Add Bank Account.
  3. Start typing your bank's name, then select the correct bank name from the list.
  4. Enter your account name and select your account type.

  5. Adding an account for a credit card feed? Select Everyday as your account type.
  6. Enter your account number. Add your BSB number first, then add your membership number and product number (for example 12345678S12).
  7. Select the currency (if required).
  8. (Optional) If you have multiple bank accounts to add, click + Add another [bank name] account.
  9. Click Continue to return to the Dashboard.

Apply for a direct feed

Download and complete a separate form for each organization in Xero that you want a feed for.

Automatic transaction feeds to Xero (PDF 66KB)

What's next?

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