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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 …

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 …

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 …