On Relay, you can edit which checking/savings accounts are synced to Xero at any time.
Please note: adding, editing, or removing integrations is only possible on Relay via desktop at this time, as these features are not currently supported on the Relay mobile app.
How to edit your Xero integration
- Sign in to your Relay account.
- Navigate to the Settings tab, then click Integrations.
- Click Edit on the far-right side of the Xero logo.
- Select or de-select the Relay accounts you want to sync to Xero, then click Save.
- Going forward, only the selected accounts will be synced to Xero.
Resetting your Xero bank feed
If you are experiencing connectivity issues between your Relay and Xero accounts, please follow the instructions in this article to reset the connection. This can be a helpful step to re-establish the flow of transaction data into Xero if a sync failure occurs.
If you want to manually sync your Xero Bank Feed, please see Manually syncing your Xero Bank Feed.
Please note: only settled transactions will appear in Xero.