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 your bank account in Xero before applying

Your account number in Xero must match the account number on the application form you send us.

Add your bank account in Xero

Adding an account for a credit card feed? Select Everyday as your account type.

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, 94KB)

If there have been no new transactions in your bank account since Heritage Bank sent your last statement, they will not send an empty statement into your Xero organization. You'll receive a new statement when they processes a new transaction.

What's next?

You might also be interested in