Knowledge Base Getting Started Frequently Asked Questions

How to enable a Mettle bank feed

This article explains how to set up a bank feed for a Mettle account.

Before you start

If you haven’t already done so, you’ll need to create a bank account in FreeAgent for your Mettle account.

1. Go to your Mettle bank account in FreeAgent

Navigate to the Banking’ tab at the top of the screen and select Bank Accounts’ from the drop-down menu.

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Select your Mettle bank account from the list of accounts.

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2. Select ‘Enable Bank Feed’

From within your Mettle bank account, select Enable Bank Feed’ at the top-right of the screen.

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3. Select Mettle’

Select Mettle’ from the list of banks.

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4. Approve the connection

Next, you’ll be prompted to review the details of the connection. When you’re ready, select ‘Continue connection’.

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You’ll then be asked to complete the connection in FreeAgent by selecting ‘Connect to Mettle’.

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5. Scan the QR code with your mobile phone

The next screen will display a QR code. Open the camera on your smartphone and scan the code. If your phone camera isn’t able to scan the code, please download a secure QR code reader app to your phone.

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Once you have scanned the code, your Mettle online banking app will open. Follow the instructions within the Mettle app to complete the connection.

6. View your Mettle bank feed

To view your Mettle bank feed in FreeAgent, navigate to the Banking’ tab at the top of the screen, select Bank Accounts’ from the drop-down menu and choose your Mettle bank account.

You should now see the Mettle logo in the ‘Bank details’ section at the bottom-right of the screen. In the ‘Bank Feed’ panel, you’ll initially see a status of ‘Import pending’. This status can take up to 24 hours to disappear from your account.

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Once your transactions are cleared by Mettle, they will be imported to FreeAgent via the bank feed. Some transactions may appear instantly, but pending transactions can take up to three days to be imported.

Please note that you will have to re-consent your Mettle bank feed every 90 days using the Mettle app in order to keep the feed active.

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