Getting Started with Xero Integration

Getting Started with Xero Integration


Step 1: Click on Apply Loan Now in www.moolahsense.com/xero



Step 2: Fill in the requested loan amount and purpose of loan. Then create a MoolahSense account by entering your Email address and preferred password.


Step 3: You will be taken to a Xero account authentication screen where you enter the email address and password that you have used to access your Xero account.


Step 4: After you are connected to your Xero account successfully, you will be taken to a 3 step process to complete your loan application. First, enter your business detail, then click Save and Continue.



Step 5: In this screen, enter the authorised person detail. Then click Save and Continue.



Step 6: Finally, complete the campaign detail.
*Campaign is the loan that you are taking which is published on MoolahSense platform for investors to invest.



After you have submitted your loan application, Moolahsense will take up to 3 business days to review. A confirmation email will be sent to the email that you have used to register your MoolahSense account (in Step 2). Please ensure you have entered a valid email address.