This article explains how to set up a bank feed for a Mettle account.
Please note that:
- only the FreeAgent account owner can enable a Mettle bank feed
- Mettle bank feeds need to be set up by logging into your FreeAgent account on a desktop device rather than the FreeAgent Mobile App
- You'll need to scan a QR code as part of the process. Please scan the QR code using the iOS or Android device that you use to access the Mettle app.
Before you start
There are a few tasks you need to complete in FreeAgent before you can enable a Mettle bank feed.
If you haven’t already done so, you’ll need to create a bank account in FreeAgent for your Mettle account.
You’ll also need to verify your email address with FreeAgent.
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.
Select your Mettle bank account from the list of accounts.
2. Select ‘Enable Bank Feed’
From within your Mettle bank account, select ‘Enable Bank Feed’ at the top-right of the screen.
3. Select ‘Mettle’
Select ‘Mettle’ from the list of banks.
4. Approve the connection
Next, you’ll be prompted to review the details of the connection. When you’re ready, select ‘Continue connection’.
5. Scan the QR code with your iOS or Android device
The next screen will display a QR code. To scan the QR code, open the camera on the iOS or Android device that you use to access the Mettle app and scan the code. Hold your device so that the QR code is clearly visible on the screen. Then tap on the notification to open the Mettle app and follow the instructions provided to approve access.
If the camera on your device isn’t able to scan the code, please download a secure QR code reader app. Then, open the QR code reader app and hold your device so that the QR code appears clearly on the screen. Your device should scan the QR code and cause a notification to appear on the screen. Tap on the notification to open the Mettle app and follow the instructions provided to approve access.
If you're still unable to scan the QR code, select ‘Visit this link to connect’.
6. Complete the connection
Once you have scanned the code or selected the link on your mobile device, your Mettle online banking app will open. Follow the instructions within the Mettle app to complete the process and enable the connection.
Viewing 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.
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.
You’ll need to give consent every 90 days to allow your bank transactions to automatically import into FreeAgent. For information on how to reconsent a Mettle bank feed, please see this article.