Skip to main content

Xero Bank Feeds

Written by Jack Cahalane

Getting started

What are Xero bank feeds?

Auto-sync Seapoint transactions to Xero. No manual import needed.

How do bank feeds work?

Pushes settled transactions throughout day. Syncs chart of accounts and tax rates.

Which account types are supported?

  • Current accounts (GBP, EUR)

  • Treasury accounts

Open Banking limited.

Which currencies are supported?

GBP and EUR. Dropdown filters by currency.

Who can set up the Xero connection?

Admin or Accountant access. Employees cannot.

Is there a cost for using Xero bank feeds?

No, included free.

Setting up a new feed

How do I connect Seapoint to Xero?

  1. Integrations page

  2. Xero Connect

  3. Continue to Xero

  4. Login

  5. Allow access

  6. Map accounts

How do I map my Seapoint accounts to Xero?

For each account: select Xero account or create new, choose import date, click Continue.

Can I sync historic transactions?

Yes, select historic date during mapping.

What if I don't have a matching bank account in Xero?

Select "Create new account in Xero".

Can I skip mapping some accounts?

Yes, unmapped accounts won't sync.

Transaction syncing

How often are transactions synced to Xero?

Automatically throughout day. Initial sync after mapping. No manual trigger.

What transactions get sent to Xero?

All settled transactions from mapped accounts: payments, card transactions, treasury.

Will it create duplicate transactions?

No, tracked. Set import date after last manual upload to avoid overlap.

Will my non-Seapoint transactions also be synced?

No, only Seapoint transactions.

How do I know when a sync has completed?

Last sync column on Xero integration page.

Is the sync timing different on weekends or holidays?

No, same intervals daily.

Managing your feeds

Where can I see my connected accounts?

Integrations → Xero row. Shows connection status, accounts, last sync.

How do I disconnect a specific account?

Click Disconnect in Connected accounts table. Data in Xero unaffected.

How do I disconnect from Xero entirely?

Disconnect link in connection card. Stops all syncing. Can reconnect.

Can I change which Xero account a Seapoint account is mapped to?

Disconnect and reconnect to remap.

Can I connect multiple Xero organisations?

One per Seapoint account, but different accounts can connect to different orgs.

Troubleshooting

My Xero connection says it needs to be reconnected

Token expired. Click reconnect, re-authorize. Mappings preserved. No data lost.

I see a 'Xero is temporarily busy' message

API rate-limited, temporary. Auto-retries.

A transaction failed to sync to Xero

Reasons: lock date, currency mismatch, subscription issue. Auto-retries.

I created a Xero bank account but it already existed

Uses existing if matching. If duplicate, disconnect and delete in Xero.

My transactions appear in Xero but aren't reconciled

Bank feeds ≠ reconciliation. Use Bookkeeping feature.

Bookkeeping & reconciliation

Xero bank feeds handle getting your transactions into Xero. If you also want to categorize transactions and attach evidence, check out our Bookkeeping feature.


Still have questions? Contact our support team at support@seapoint.co — we're here to help you get your Xero integration running smoothly.

Did this answer your question?