Setting up the Big Red Cloud and Xelda Payments Integration: Onboarding
- The onboarding steps can be done once the registration steps are completed.
- The link to the onboarding page is: https://app.xelda.com/settings/onboarding
Adding your bank:
- First, click ‘Connect’ (on the right) and you can add your bank account.
- It will give you a choice of either ‘Connect Live Banking Feed’ OR ‘Manual Connection’ (With Manual Connection you can add your IBAN with no live feed).
- Connect Live Banking Feed
- It will ask you to choose your ‘Country’ and your ‘Bank’.
-
- You will then get a choice to:
- ‘Scan QR Code to continue with your mobile banking app’.
- OR to ‘Continue on Desktop’.
- Choose the one you prefer and follow the onscreen prompts.
- You will then get a choice to:
- Manual Connection
- If you click that ‘Manual Connection’ option, you will get a screen like the one below. Fill it in, click ‘Create’ and follow the onscreen prompts.
Swan verification:
- Once you have added your bank account, you can begin the Swan Verification.
- For the person completing the process and carrying out the verification, they will need:
- Their passport
- Their mobile phone (as authorisation occurs via the mobile phone).
- If this person is Not a director of the company, they will also need to provide:
- A completed power of attorney form (attached below): https://drive.google.com/file/d/1BHN0bheEYGivdVf_KwbP8p7ACZ9RREho/view?usp=drive_link
- And a copy of the passport of the director who signed the power of attorney form.
- If this person is a director they will need their passport, but they don’t need to fill in the Power of Attorney form.
-
- The ‘Declaration of Beneficial Owners’ (form attached below) is only required if the company is not on the Register of Beneficial Ownership.
https://drive.google.com/file/d/1kBnL5-cSrai-Ntk_mwo6aaZTeVpxEWFh/view?usp=sharing