Loop supports a direct API connection with Xero. This integration automatically syncs your Loop transactions and balances into your Xero dashboard, ensuring a high-fidelity "Direct Feed" that eliminates manual CSV imports and simplifies your daily reconciliation.
What Syncs?
Account and credit card names
Automatically updated account and credit card balances
Transaction dates and amounts
Transaction descriptions
How to Connect Your Loop Account
Log in to your Xero dashboard.
From the Accounting menu, select Bank accounts.
Click the Add Bank Account button.
Search for Loop Financial and select it from the list.
Click Login & Connect Accounts. You will be prompted to log in using your Loop credentials (email and password).
Select the specific Loop accounts and cards you wish to share with Xero.
Map Your Accounts: For each Loop account you select, you will be prompted to match it to a corresponding account in your Xero Chart of Accounts. (If you haven't created the account in Xero yet, you can create a new one during this step).
Confirm Start Date: Select the date you would like your transactions to begin importing from.
Click Finish. Your new direct feed is now active, and transactions will begin flowing into your Reconcile tab.
For detailed guidance on how Xero handles bank fees, please visit their help centre: https://central.xero.com/0/
FAQ
I can’t find my credit card when connecting. Why?
Loop connects to your credit card account (one per currency), not to each individual card. If your team has multiple cards, all of those card transactions will appear under the connected credit card account.
I can’t see my Account Linked Cards (ALCs) when connecting. Why?
Account Linked Cards don’t appear as separate accounts when you connect. Their transactions show up under the account they’re linked to.
For example, if you have a CAD Operating Account and three CAD Account Linked Cards, all of those card transactions will appear under the CAD Operating Account after it’s connected.
I converted funds from one Loop currency account to another. Can I see the conversion details?
Yes. In Xero, the transaction description includes the currency conversion details (including the destination account and amount). For example, in your CAD account you might see: “Conversion from Loop CAD Account to Loop GBP Account - £2.69 GBP”
Why are the transaction dates on Xero different from the dates in the Loop dashboard?
Loop shows the transaction date (when the activity happened). Xero shows the posted date (when the transaction finished processing and posted).
Because posted dates can be later than transaction dates, it’s normal for the dates to differ.