Connecting Mettle with Xero is a digital process with no paper forms.
How to link your account
Open the Mettle app and check that you have the latest version.
Tap the ‘Account’ tab.
Tap ‘Connections’.
Select ‘Xero’ and agree to share your data.
Sign in to your Xero account when asked.
How transactions are shared
If you have manually uploaded Mettle transactions to Xero before, we will only send new data from the day you connect.
Once your transactions are cleared, Mettle will share them with Xero. Most appear straight away, but pending transactions can take two to three days to show.
Note: You can turn off this link at any time by going to ‘Connections’ in your ‘Account’ tab.