xero

It's easy to set up

To apply for transaction feeds

1. Check your account types are eligible
2. 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
3. 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.