Connecting Mettle with Xero is an entirely digital process so getting your bank feed set up is easy – with no paper forms:
Open your Mettle app (make sure you're on the latest version)
- Tap ‘Connections’ on your Account screen
- Select Xero
- Agree to sharing your data
- Confirm if you've manually uploaded Mettle transactions to your Xero account previously. If you have done this we will only send transactions from the date of connection
- You’ll be directed to Xero and asked to log in to your account
- Once your transactions are cleared, we’ll share them. Some of these will appear instantly, but if they’re still pending it can take two or three days to show.
You can remove the connection at any time from within 'Connections' on the Account screen in the Mettle app.