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, CNH and MXN

Transactions will be posted to Xero every hour. If you want to post a new transaction at any time, go to the Connected Accounts page and select Sync Now.

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 World 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 any time or email us at [email protected].

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 World 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.