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Integrating with Xero for Bank Feeds

Sandra G.
  • Updated

Relay automatically syncs your transaction data to Xero, via a direct Bank Feed integration. This article will walk through how to set this up.

Once you have integrated with Xero for Bank Feeds, you can set up Bill Pay. Bill Pay pulls unpaid bills from Xero into Relay to streamline accounting processes.

The Bank Feed connection ensures that bills are marked as paid in Xero when a bill payment is made in Relay. For more information on Bill Pay, and how to integrate with Xero for Bill Pay, please see the articles below:

Please note: integrations can only be set up on Relay via desktop at this time, as this feature is not currently supported on the Relay mobile app.

How to integrate with Xero for Bank Feeds

  1. Sign in to your Relay account on your desktop.
  2. Navigate to the Settings tab, then click Integrations.
  3. Under the Bank feeds section, click Connect beside the Xero logo.
  4. You will now be brought to Xero's login page, where you can enter your Xero login credentials. 
  5. Once logged in to Xero, click Allow access.
  6. You will then be redirected back to Relay, where you will be prompted to select the bank accounts you would like to connect to Xero.
  7. Select your desired sync start date.
  8. Click Save. 

Syncing your Relay Bank Feed to Xero

Your Relay bank will sync to Xero every 3 hours, starting at midnight UTC. Relay includes all historical transactions in its initial sync to Xero.

It is important to note that this sync will only happen after a new transaction occurs from the time of the last sync. Relay does not post duplicate transactions to Xero; we track all transactions posted to ensure no duplicates are created. 

You also have the option to manually trigger a sync at any point, if you would like the most recent data in Xero.

To push a manual sync, just follow the few steps listed below:

  1. Sign in to your Relay account on your desktop.
  2. Navigate to the Settings tab, then click Integrations. 
  3. Under the Bank feeds section and beside the Xero logo, click Sync now in blue.

Please note: Xero does not sync bank account name changes completed in Relay. The changing of a bank account name has to be done in both Relay and Xero.

What transactions will appear in the Xero Bank Feed?

Only settled transactions will appear in the Xero Bank Feed.

Does Relay connect with Xero Ledger?

No, Relay is unable to connect with Xero Ledger for automated bank feeds, as this plan does not allow bank feeds. 

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