Spend less time on accounts with Xero integration

You’ll need the Xero multi-currency subscription. You can then select the currencies you wish to trade in. 

We'll automatically and seamlessly post the following transaction data to your Xero account: 

• Transaction ID
• Transaction value
• Transaction type (credit or debit)
• Transaction date
• Reference and description

GBP, USD, EUR, CAD, JPY, AUD, SGD, NZD, HKD and CNH

No. We'll only begin posting transactions from when you connect. No historical transactions will be posted.

If you've created a new account in Xero, rather than linking to an existing account, you'll need to manually update the balance by importing historical transactions. We can’t post any historical transactions on your behalf.

Yes. You can disconnect the feed by going to the Connected Accounts page in your International Collection Account, selecting Manage and then toggle off the account you wish to disconnect.

To protect your information, we'll only access the names of the bank accounts that you've set up in Xero.

You can speak to your WorldFirst account manager anytime or email us at xero@worldfirst.com.

If you're having problems with the transaction feed you can check it's working on the Bank feed status page on the Xero website.

If you get an error message in your International Collection Account that says ‘the current organisation is not subscribed to currency’ go to the "Add a foreign currency in Xero" page to add your chosen currency.