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 …

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 …

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 …