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Guide - Utilising the Xero live bank feed
Guide - Utilising the Xero live bank feed
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Written by Tom Jackson
Updated over 2 months ago

Round allows you to connect your Xero to automatically sync transactions in your Treasury and Vault accounts to Xero. In order to do this, follow these steps:

  1. Login to your Round dashboard and go to ‘Connect’

  2. Click ‘View’ under Xero

    1. Here you will see if you are already connected

  3. You will see the products at Round you have access to. To enable a sync with Xero for each, click ‘Enable’

  4. This will take you to Xero which will ask for your consent to add Round Treasury or Vault (depending which you select) as a Bank to your Xero feed

  5. Once consent is given, this takes you back to Round and you will see a Success message in the bottom right. Xero is marked as ‘Active’ on your dashboard

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