Xelda Payments Integration: Onboarding

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.

• 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