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How do I export my bank feed from Soldo to Xero (left side in Xero)?

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Basic data (such as date, amount, and description), also known as the 'bank feed', is automatically transferred to Xero daily. Once you’ve completed the integration setup, each day the previous day’s data will be exported to your Xero account after midnight.

This process may take a while, which also depends on Xero's processing time. Once complete, you’ll find the data under the Bank Statement section in Xero.

You can also manually trigger the bank feed export. This exports the bank feed for all transactions that haven’t been exported to Xero within the last 40 days.

How to manually sync the bank feed:

  1. Go to Integrations, then Marketplace.
  2. Under Active integrations, find your Xero integration.
  3. Click on Settings.
  4. Under Bank feed, click Manually sync feed.
Note: Data will only be exported for each transaction once.

For more on this, see these support pages:

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The financial services provided to customers resident in or with registered office in the UK are provided by Soldo Financial Services Ltd., a company incorporated in the UK with company number 09495650, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom, authorised as an Electronic Money Institution by the Financial Conduct Authority (firm registration number 900459). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ltd pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ltd. (data protection number: ZA147304) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All communications related to financial services provided by Soldo Financial Services Ltd shall be sent to Soldo Financial Services Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.