---
title: Enabling Bank Feeds (Xero)
slug: jpmorgan/enabling-bank-feeds-xero
description: Use this guide to enable Bank Feeds and follow the steps to retrieve bank transactions.
docTags: GAkfyFvfFF-4ib3RkiQ33
createdAt: 2025-03-06T20:48:48.032Z
---

If you have already finished the plugin installation but need to connect more accounts later, you can do so in the FISPAN Portal. If you are currently installing the plugin for the first time, follow the **Step 9: Enable Bank Feeds **guide.

***

## Manage Bank Feeds 

Adding additional accounts to Bank Feeds can be done accessing your Bank Feeds Settings.

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### Go to FISPAN Portal 

Go to the FISPAN Portal Production [page](https://sys.fispan.live/login).
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:::WorkflowBlockItem
### Log In

Log in with your FISPAN Portal credentials.
:::

:::WorkflowBlockItem
### Manage Bank Feeds

Select the “**…**” that appears in the top right corner of the Xero module and select **Manage Bank Feeds**.

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:::
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Bank Feeds allow your settled bank transactions to automatically flow into Xero's Bank Reconciliation module. This eliminates the need to manually export and import bank statements.

:::hint{type="info"}
**NOTE:** If you are connected to a Xero Demo Company, the Bank Feeds solution will not be accessible. This is due to a restriction within Xero that prevents bank feed connections for demo environments.
:::

***

## Enabling Bank Feeds

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::::WorkflowBlockItem
### Select Accounts

Navigate to the Bank Feeds Setup page to view your mapped accounts. This page shows all accounts, whether they're connected to bank feeds or not.

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Select the accounts you wish to connect and click **Enable Selected**.

:::hint{type="info"}
**NOTE:** Only accounts mapped during the Account Matching step will appear here.
:::
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::::WorkflowBlockItem
### Configure Sync Date

A pop-up will appear listing the accounts you have chosen to enable. Here, you can specify the date from which transactions should begin syncing to Xero Bank Reconciliation.

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/_el5G3PMoDpCerBa2mKzT_screenshot-2025-03-06-at-120141-pm.png" size="80" width="1358" height="1320" position="center" caption="Select Sync Date" showCaption="true"}

If you do not select a date, we will push all available transaction data from the bank.

Confirm **Start Sync From** date, and click **Yes, Enable Selected Accounts**.

:::hint{type="info"}
**NOTE:** Historical transaction availability depends on your bank and may not cover the full period from your selected sync date.
:::
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:::WorkflowBlockItem
### Confirm Setup

Once enabled, a confirmation message will appear. The Bank Feeds Setup page will automatically update to show the status of your connected accounts.

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Ey12-WtQTShUgwCOz4Dck_screenshot-2025-03-06-at-120649-pm.png" size="80" width="2866" height="1538" position="center" caption="Bank Feeds Connection Successfully Established" showCaption="true"}

If any accounts fail to connect, a summary will display the failed accounts and their specific error messages. Any successfully enabled accounts will still be processed.

::Image[]{src="https://api.archbee.com/api/optimize/wgPPAaie2RM-EkMwivi-P-ui7AASWqhC-f7xf8mieCv-20250306-202302.png" size="80" width="1356" height="1364" position="center" caption="One of the Accounts Failed to Connect" showCaption="true"}

If you encounter errors, please contact our support team and provide the specific error message displayed.

Click **Next Step** to proceed to the post-onboarding checklist, or click **Close** to exit the wizard. 

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/mtreCCrU8759u2LdVKBLU_screenshot-2025-03-06-at-20347-pm.png" size="80" width="2376" height="1416" position="center" caption="Bank Feeds Setup Page" showCaption="true"}

Your transactions will begin appearing in your Xero Reconciliation module shortly.
:::
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Want to view these transactions in Xero? You can follow these [steps](https://support.fispan.com/jpmorgan/access-bank-feeds-in-xero)

Facing errors while enabling accounts for bank feeds? Check this [troubleshooting guide](https://support.fispan.com/jpmorgan/faq-xero#TdsPU)