Create your statement data feeds

NOTE - If you wish to include receipts and labels in your sync, please instead follow our instructions on how to set up Expense feeds.

1. If you have not yet connected your Centtrip and Xero accounts, please follow these steps.
2. Click Create your first feed or Create a New Feed.
3. Select the first card or account you wish to connect, followed by the card/account currency.
4. Select a Xero account for the data to be synced to, or create a new one. This account name must be unique for each individual feed. For example: Captain EUR Card - Yacht A
5. Choose 'Statements' as your feed Type and press the yellow +Add button to save the feed.

6. Continue to add any other cards and/or currencies in the same way. Note, you will need to set up an individual feed for each currency you wish to be mapped. Once complete, click Next.

7. Choose either a past or future date to transfer records from and then Create Feed to finish. (Note - feeds may take a few moments to process)
8. Once set up, transactions will be sent to your Xero account on a daily basis.

HELPFUL TIPS

• If you aren't seeing all the accounts/feeds you expect to see, try refreshing your browser. It can sometimes take up to 30 seconds for all connections to be set up.
• Follow these steps if you need to change the Xero organisation that your Centtrip account is connected to