Common problems for Yodlee Feeds
Connection issues may arise from time to time with your Yodlee feed. Here are some common reasons why your Yodlee feed isn't working and how you can troubleshoot it.
It’s likely the login details entered when activating the feed are no longer accepted by the bank. Try updating your Yodlee Feed login details.
You might be experiencing a temporary error with your Yodlee feed
This will generally resolve itself within 48 hours. To speed up the process, try refreshing the feed a few times or select update feed login details.
Has your Yodlee feed timed out?
The information requested by Yodlee to refresh the feed wasn't provided in time. Try manually refreshing the bank feed again.
Have you been locked out of your online banking?
You'll need to contact your bank and follow the appropriate procedures to unlock the account. Once this is done, make the necessary changes to your feed login within Xero.
Have you answered all of your security questions?
Due to the extra login security of your bank, you’ll need to manually refresh your feed in Xero. You'll be prompted to answer all your bank's security questions. Once they’ve all been answered, your feed will automatically update. Please allow 10 minutes between each attempt
Has your feed timed out when setting it up for the first time?
See if you can log in to online banking and navigate through the website. If not, you’ll need to contact your bank. If you can navigate to your bank, then you can try refreshing your Yodlee feed.
Have you logged into online banking within the last 20 minutes?
Try refreshing the feed again, waiting at least 20 minutes between each refresh.
Has your online banking password changed or is it expired?
|Some login details may have changed within your online banking login. Please login to your online banking site and confirm you’re able to view the account information (ie account balances and transactions).
Once you’ve confirmed this, please update the feed login details for your bank feed within Xero.
Click Contact Xero Support at the bottom of this page and include the following information:
What is the name of your organization in Xero?
What are the last 4 digits of the account you're trying to activate a feed for?
What is the URL (website address) for the login page you use to access online banking?
Do you access these accounts through Personal online banking or Business online banking?
Has online banking changed in any way recently? (ie. new design / notices displaying etc)?
What type of accounts are you expecting to see? (Current / Savings / Credit Cards / Loan / Mortgage / Investment etc)