Xero Bank Feeds

Learn about our Xero Bank Feeds integration

Our Xero Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. integration allows you to set up a bank feed from a bank account in your application (the source bank account) to an account within Xero (the target bank account). After a feed connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. is established, you can write bank transactions from the source account to the target account.

With access to bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software., your customers can more easily reconcile bank transactions against accounting entries, like invoices and bill payments.

Bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. functionality is part of our existing Xero accounting integration.

Supported data types and operations​

Bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. are represented as streams of Bank account transactions written to Codat in chronological order. Target bank accounts are represented as Bank feed accounts.

Bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. are written to Xero immediately, not on a schedule.

How it works​

1. To start, create a Xero app in the Xero developer portal.

   Approval required

   You'll need to obtain Xero's approval for Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software..

2. Set up the integration.

3. Your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. users set up their bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software.. They can start this process directly from your app's UI, or use the "Add bank account" feature in Xero to search for the name of your institution and then launch your UI. See SMB user account connection.

4. After authenticating with Xero, SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. users create account mappings and feed connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. using the Codat-provided account mapping UI or via your own mapping UI.

5. Using the Create bank transactions endpoint, you write bank transactions to Codat for authenticated users. See Push bank transactions to Xero.

6. Users can manage and delete existing feed connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. using the account mapping UI.

Read next​

Set up the Xero Bank Feeds integration