It isn’t uncommon to have a bank feed error when you use Yodlee. Most issues can be easily and quickly diagnosed, then fixed by yourself without having to contact Xero support.
The first step that I take is to check Xero’s bank feed status page www.xero.com/blog/bank-feed-status/. Go to your countries section and if your bank is listed as having an error, follow the instructions on the page. If the page lists your bank as having an error and there are no instructions given, leave refreshing your bank feed for at least 24 hours, then try again.
If there is no error listed on the bank feed status page, go back to your Dashboard and try to refresh your bank feed. The problem may be that your bank has upgraded its security and you need to log on again.
In my experience, these two steps solve 90% of bank feed problems. However, if there is still a problem, it could be due to:
- Connection issues
- Different login credentials
- No available feeds to match
- Yodlee feed won’t refresh
Xero has a web page that explains what to do in all of these situations. You can find it at central.xero.com/s/article/Common-problems-for-Yodlee-Feed
After trying all of these steps and nothing is working, don’t worry. Contact your bookkeeper for help or email Xero support.
Xero support responds to requests very quickly. To contact them with an issue, go into your Xero account and click on the question mark icon at the top left-hand corner of the page. At the bottom of the help menu is a link to ‘Contact Xero Support’. Follow the link and give them as much information as possible to help them solve your issue.
- On November 19, 2018