View source for Getting Started Guide for Xero Practice Manager

= Overview =
Xero Practice Manager Users can connect their Practice Manager [[Data files|Data file]] to OdataLink, to extract and analyse data in [[OData client]] like Power BI, Excel, and Microsoft Fabric Dataflows and Data Pipelines.

Please follow the steps below to connect your Practice Manager data files to OdataLink.


== Steps to add Xero Practice Manager Data File ==
# Navigate to OdataLink Dashboard and click on '''Data Files''' on the left side panel.
# Click on '''Add Xero Practice Manager''' button.
# A "Select Xero Practice Manager Data File" page will be opened.
# Click on '''Login to Xero Practice Manager''' button.
# You will be prompted to login to Xero, if not already logged in.
# Login using your credentials and click on '''Allow Access'''.
# You will be redirected back to OdataLink prompting to '''Select Xero Practice Manager Data File'''.
# Select the Data File(s) you want to add to OdataLink and click on '''Add Selected Data Files'''.
# Your Xero Practice Manager data file will be added to the list of your Data Files


== Steps to add Xero Practice Manager Model ==
In order to create feeds to import data from Xero Practice Manager, a model is required to be configured to use a Xero Practice Manager [[Data File Type]].
:''Please note that Xero Practice Manager data files, can only be attached to a model designated for Xero Practice Manager.''
# To create a [[Models|Model]] designated for Xero Practice Manager, Navigate to OdataLink dashboard and click on '''Models''' on the left side panel.
# Click on '''Create Model''' button to create a new model.
# Select the '''Data File Type''' as Xero Practice Manager, and configure rest of the model settings as required.
# Click on '''Create Model''' button to create and save the model.
# You will be redirected to View Model Page. Click on Data Files tab to check if your Xero Practice Manager data file(s) have automatically been assigned to the model.
# If the data file(s) are not assigned, click on '''Assign Xero Practice Manager Data Files''' button, and select the required data files.
# Click on '''Save'''. 
# Click on '''OData Feeds''' tab and use the [[OData Feeds]] to fetch data into your reports.


== Keywords ==
:Xero
:Xero Practice Manager