We need to replace you about some current points with financial institution feeds. Xero has skilled a better than regular quantity of instances in current months with many purchasers experiencing points with their financial institution feeds.
Thanks to all the purchasers who’ve taken the time to lift a case and flag the problems they’re experiencing. We need to see these solved and also you sharing your expertise helps us do this. We’re sorry if the expertise has not been as well timed and environment friendly as you’d anticipate from us.
We all know financial institution feeds are a vital a part of your Xero expertise, and so getting this proper is a precedence for us.
What are the adjustments to Xero’s financial institution feeds?
Let’s begin by explaining a number of the adjustments we’ve got been navigating over the previous few months with UK Open Banking and Yodlee.
Within the UK, till not too long ago, Xero has used OpenWrks because the service supplier to entry Open Banking and supply financial institution feeds to our prospects. OpenWrks was acquired by Swedish firm Tink, and so all our prospects with an Open Banking connection have been knowledgeable concerning the upcoming adjustments they might see when subsequent reauthenticating. Tink is a regulated service supplier that gives an open banking platform for Xero to securely connect with UK banks. After 30 August 2021, any time you re-authenticated your financial institution connection you should have been robotically linked to your financial institution through Tink.
Outdoors of the UK, one other key replace was round our Yodlee financial institution feeds. Xero companions with Yodlee to securely import financial institution transactions for 1000’s of monetary establishments the place direct feeds aren’t out there. We have been required to improve the model of Yodlee that Xero makes use of to offer financial institution feeds, which meant that current financial institution feeds wanted to be up to date to this new model, in order that financial institution transactions proceed to stream into Xero.
We all know these adjustments might not have been as seamless as we anticipated for a few of our prospects. We’re working onerous to rectify these points and provide the assist you want as rapidly as potential so you will get on with what issues – working your enterprise or supporting your shoppers.
How one can get assist
We all know that typically issues don’t work as easily as we’d like and when you do need assistance with a financial institution feed concern, listed here are some methods you will get assist:
Xero Central: Try the next assist articles which will assist resolve the problems you might be experiencing:
Increase a case with our assist group: In the event you’re nonetheless experiencing a problem, increase a case with the Xero assist group. Our assist group works 24/7 and can be capable of give you the person assist you want. To make sure we are able to help you as rapidly and as successfully as potential, please be sure to embrace the next particulars while you increase a case:
- The identify of the Xero Organisation and the final four digits of every account
- The identify of the financial institution you’re attempting to connect with
- Any screenshots of error messages encountered throughout the connection course of
- If transactions are lacking, a duplicate of your financial institution assertion
For Yodlee points, please additionally present:
- The URL (web site handle) used to entry on-line banking
- Particulars of whether or not you / your consumer is ready to log into on-line banking at present or is the location unavailable?
In case you have raised a case: In case your concern is but to be resolved, please reply again to the unique case in Xero Central. Make sure you present the knowledge listed above when you haven’t already. Doing this implies the Xero group can get again to you rapidly and perceive the context of your concern.
Thanks once more in your endurance and understanding with any points which might be impacting your Xero expertise. We’re engaged on these as a precedence, and can maintain you up to date with our progress.