Summerland Credit Union transaction feed lets you get account transactions, from your Summerland accounts, sent electronically into your Xero organisation.
It's easy to set up
To apply for transaction feeds
Check your account types are eligible
Before you send your application to Xero, add a “Bank Account” in Xero for each of your Summerland accounts you'd like to receive a feed from
Download the application form, complete and return to Xero. Please note, this form must be returned to Xero directly for processing.
Feeds are uploaded from Summerland Credit Union to Xero automatically at 9am each day. Setup time can take up to 10 days. Then you'll automatically receive the transaction feed. To find out more, visit Xero’s Help Centre, or click here to view Xero's helpful how to videos.