In this Section: Create a Contact Figure 1i. Navigate from Students > Contact In the Contact Index, click the green “+” button to create a new Contact. Figure 1ii. Fill Contact Details, and Add to Contact Index Fill in the required details, as marked by red asterisks. NOTE: The Contact Types readily available are system …
20Integrations
Store Front WordPress Plugin
Description The SELMASIS Store Front plugin provides direct integration between your WordPress site and your SELMASIS instance, allowing you to display intake information directly on your website. Features Installation WordPress Configuration Usage Use the shortcode [selmasis] to display the SELMASIS store front on any page or post. Optional Shortcode Parameters Example: // Shows all available intakes [selmasis] …
Microsoft OAuth2 Login – Setup
Enabling Microsoft OAuth2 login in SELMA allows users to authenticate using their Microsoft accounts instead of traditional username/password credentials. This provides a seamless single sign-on experience for users who have Microsoft 365 or Azure Active Directory accounts, improving security and user experience. Note: The below instructions serve as a guide only – please ask your …
Google OAuth2 Login – Setup
Enabling Google OAuth2 login in SELMA allows users to authenticate using their Google accounts instead of traditional username/password credentials. This provides a seamless single sign-on experience for users who have Google accounts, improving security and user experience. Note: The below instructions serve as a guide only – please ask your IT Team/Provider about what’s best …
Xero Integration Guide
The Xero integration allows you to seamlessly connect your accounting workflow with Xero. This integration enables automatic syncing of contacts, products, and invoices between your SELMA and Xero. If you would like to have integration with Xero enabled, please contact our support team. Key Features Contact Synchronisation: Automatically map your payers with Xero contacts by …
Google (Account-Level Emails) – Setup
Enabling the Google Integration in SELMA allows you to use your organisation’s Google mailbox(es) for emailing directly in SELMA. As such, emails sent from within SELMA are stored in the mailbox’s ‘sent’ folder as well. Note: The below instructions serve as a guide only – please ask your IT Team/Provider about what’s best for your …
Google (User-Level Emails) – Setup
Enabling the Google Integration in SELMA lets your organisation’s users use their Gmail mailbox for emailing directly in SELMA. As such, emails sent from within SELMA are stored in the user’s Gmail ‘sent’ folder as well (and replies will go to the user’s inbox). Note: The below instructions serve as a guide only – please …
Canvas Integration Setup
Prerequisites Canvas Configuration Steps SELMA Configuration Steps Important Notes
Xero Integration Setup
The SELMA-Xero integration enables seamless synchronisation of financial data between SELMA and Xero. This integration allows you to automatically create and manage invoices, sync contacts, and track payments across both systems. Setup & Configuration 1. Connect to Xero This is the first step to establish the integration between SELMA and Xero. 1. Click “Connect to …
Moodle Integration Setup
Prerequisites Moodle Configuration Steps For more detailed information about setting up web services in Moodle, visit: https://docs.moodle.org/en/Using_web_services SELMA Configuration Steps Important Notes