Getting started
Paul Smith
Last Update a year ago
Save hours on your monthly bookkeeping with Swiss Connector. A secured online subscription service that allows Xero users to automate payments with Swiss banks such as Credit Suisse, UBS, Raiffeisen.
Connect your Swiss bank with Xero in a few steps.
1. Prepare Xero for Swiss banking
In order to exchange payment data with a bank in Switzerland, you will need to set up the IBAN (international bank account), BIC (bank identifier code) of your organization and contacts, as well as billing references (QR reference). You can enter this information in your bank accounts inside Xero. Learn more about how to set up Xero here.
2. Sign up and sign in
Securely log in with your Xero account and control information access following Xero standard for user consents. Learn more about signing in with Xero here.
3. Paying Xero bills with Swiss banks
The service automatically retrieves your bills to pay and creates a valid and compliant payment order file, which you can submit to your bank. Learn more about paying bills with Swiss banks here.
4. Importing bank statements into Xero
You can upload a bank statement received from any Swiss bank, verify and store the transactions in Xero automatically. Learn more about saving Swiss bank transactions to Xero here.