How to Add a Bank Feed to Xero

You can connect your NoFrixion payment accounts to Xero to streamline your payment reconciliation process. Once connected, your accounts will automatically sync, keeping your data up to date.

1. Go to the Current Accounts module.

2. Click the three-dots icon next to the New Account button.

3. Select Connect bank feed to Xero to begin the integration process.

4. Click Connect to Xero. You'll be prompted to log into your Xero account. Select your organisation and click Allow access.

5. Tick the checkboxes for the accounts you want to integrate with Xero.

6. Click the Connect button to confirm your selection.

If you want to ensure your data is fully up to date before reconciling in Xero:

1. Go to the Current Accounts module.
2. Click into your preferred payment account.
3. Hover over the blue sync button.
4. Select Resync to manually refresh the data.