Note: Before setting-up a Xero integration, the SELMA team have to activate Xero and configure your instance. If you need assistance with this, please contact us on support@selma.co.nz.
Go to Settings –> Integrations and click View –
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Then click on the “Request Xero Token” button – please make sure that you are logged out of Xero in your browser, if you have it open:
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This will launch the Xero login page – please log in, select a company, and allow access to SELMA. Click on “Allow Access” button.
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If successful, that action will bring you back to SELMA. Then, click on the Copy to Clipboard button
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Click on the green button, “Go to the next step”
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Paste the token to the field and click on submit button:
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Select the Xero tenant –
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On the next screen, please select the:
- Invoice template
- How to process GST, and
- Select if your contact should be created in XERO if it doesn’t exist.
- Finally, enter the Xero ledger accounts, separated by a comma – for example: like200, 200/2 etc
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And that is the final step:
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