Xero Bank Feeds

The Xero Bank Feeds API was built to help Xero customers quickly and easily reconcile transactions in their account.

Once a customer signs-up to a Bank Feed and the transactions are in Xero, it makes it easier to keep track of the money coming in and going out of their business as well as removing the manual process of uploading CSV files.

Bank statements in Xero underpins a great account reconciliation experience, and is its most loved feature.

Currently over 100 banks worldwide have bank feeds and they are the most popular and widely used feature within Xero. You can find out more about this Xero feature on the Xero website.

A simple step-by-step guide on how to connect with Xero

1.

Login to your WorldFirst account or if you don't have one sign up here.

2.

Navigate to Settings and click Connected Accounts.

Then click Connect to Xero.

You will be directed to Xero to enter in your Xero credentials and organisation.

WorldFirst will only have access to the names of bank accounts in your Xero account.

Connect accounts

3.

You will be redirected back to your WorldFirst account to choose which accounts you would like to set up in Xero.

If you have already set-up your WorldFirst account in Xero manually, you will be able to select this account from the dropdown. If not, you can choose for WorldFirst to create this account in Xero.

To avoid any duplication of transaction records, in both instances WorldFirst will not send through historical transactions.

All future transactions in your WorldFirst Account will be posted to Xero every hour.

Manage your accounts

4.

If you want to post a new transaction at any time, go the Connected Accounts page and click Sync Now.

5.

You can disconnect this transaction feed at any time by navigating to the Connected Accounts page in your WorldFirst Account and toggle the relevant account to disconnect.

Disconnect from Xero