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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 …

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 …

Microsoft 365 (User-Level Emails) – Setup

Enabling the Microsoft 365 Integration in SELMA lets your organisation’s users’ use their Microsoft mailbox for emailing directly in SELMA. As such, emails sent from within SELMA are stored in the mailbox’s ‘sent’ folder as well (and replies will go to the user’s inbox). Note: The below instructions serve as a guide only – please …

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 …