In this article:
How do I set up Xero Bank Feed?
Please check that you have an “Admin” in User Management to manage Xero connections. Refer to our guide to manage user permissions. It is important to note that the bank feed connection will only sync transactions that impact your currency wallets. We also provide several other Xero connections, which can be found in our additional help articles.
- Log in to Airwallex
- Navigate to “Settings” in the left-hand navigation bar and click on “Connections”
- Select the “Xero” tile under “Recommended” tab
- Click "See details" on the "Bank Feed" tile
- Click the “Connect” button
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Connect Xero user account: Provide your Xero credentials and grant access to the Xero organisations you wish to connect to Airwallex entities.
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Map Airwallex entities to Xero organisations: Each Xero organisation can only be mapped to one Airwallex entity.
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Map your Airwallex wallet currencies to Xero bank accounts: You will see a list of Airwallex accounts under each Airwallex entity you mapped in the previous step. For each account, select the currencies that you wish to sync transactions to Xero.
Note:
Accounts with prior Airwallex transactions are pre-selected. You can choose an existing Xero bank account to sync Airwallex transactions if accounts in the syncing currency are available. Alternatively, you can sync the Airwallex transactions to a new Xero bank automatically created for you using the naming convention: {AWX_Account Nickname_Balance Type_Currency}
- Finally, review your currency selection
- Your Bank Feed connection is successfully setup
How do I disconnect Xero Bank Feed?
- Navigate to the 'Connections' tab
- Select Xero Bank Feed to access its home page
- Click the disconnect button to disconnect