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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 …

Moodle Integration Setup

Prerequisites Moodle Configuration Steps Copy the token somewhere safe so you can paste it into SELMA (see below). 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

Cloud Assess

Initial Setup Navigate to Settings (Cogwheel icon), select Integrations, and click Configure under Cloud Assess. Configuring Keys and Connection To set up the Cloud Assess integration, enter the required URL and keys. If needed, contact SELMA or Cloud Assess support for assistance. Understanding the Configuration Screen The configuration screen displays a log of all transactions …

Microsoft 365 (Account-Level Emails) – Setup

Enabling the Microsoft 365 Integration in SELMA allows you to use your organisation’s Microsoft 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 …