Setup your Bank Account in Xero (Any banks)
Before setting up any bank feed, please ensure your bank account already created in Xero and appear in Dashboard.
Setup Bank Account in Xero with accurate setup as below
Your Bank → Select your Bank or add manually
Account Type → Choose EVERYDAY
Bank Account Number → Bank Account Number (No space in between)
Currency → Choose the right currency
CIMB Bank Berhad (CIMB BizChannel)
CIMB Step 1:
Please ensure you are using PAID version of CIMB Bizchannel
(Min RM 40/month)
CIMB Step 2: Submit to CIMB
Please download this CIMB BizChannel Maintenance Form → LINK
Please fill up all the necessary field about your Company information and bank details
Under Section F : Third Party System Integration Access → Please TICK on Xero (Cloud Accounting Software)
Please ensure all the authorized signature signed on this form
Before you submit to the bank, please send us the softcopy of the final and signed copy of the Maintenance Form.
Please send to your CIMB Bank Branch either physically or email (do contact your branch if they can accept application via email)
Let us know the exact date you have submitted to the CIMB Bank Branch
CIMB Step 3: Follow up with Xero
You need to follow up with Xero yourself
Contact Xero Support → Follow up with Xero after 7-10 working days from the submission date.
Once activated, you should receive an email from Xero about successful activation of bank feed.
CIMB Step 4: Confirm the Bank Feed
Please check if CIMB BizChannel Integration completed:
Click on “3 dots”
Activated word is there
Hoorayyy! Xero <> CIMB integration has completed!
RHB Bank Berhad
Maybank Berhad (Maybank2u only)
Maybank integration with Xero is only available through a 3rd party integration now
Public Bank Berhad (Public Bank Enterprise)
Maybank integration with Xero is only available through a 3rd party integration now