Adding Xero data files - Revision history

Ash at 23:18, 17 October 2024

2024-10-17T23:18:41Z

← Older revision		Revision as of 18:18, 17 October 2024
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	# Click on the '''Add Selected Data Files''' button;		# Click on the '''Add Selected Data Files''' button;
	#: You will be returned to the '''Data Files''' screen and the selected [[Data Files\|data files]] will be added to the list.		#: You will be returned to the '''Data Files''' screen and the selected [[Data Files\|data files]] will be added to the list.


	== Notes ==		== Notes ==
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	If you're inviting that user just to add the [[Data Files\|data file]], make sure you [[Revoking users access to my account\|revoke their access to your OdataLink account]] after they have attached the data file.		If you're inviting that user just to add the [[Data Files\|data file]], make sure you [[Revoking users access to my account\|revoke their access to your OdataLink account]] after they have attached the data file.

	Alternatively you can also [[Creating additional OdataLink accounts\|create multiple OdataLink accounts]]. Each ~~one~~ is a separate subscription. Doing so ensures that each one of your clients' configuration and data is kept separate and isolated from each other. Your login will be associated with multiple accounts and you will be able to [[Changing the currently active account\|select the currently active account]] you want to manage.		Alternatively you can also [[Creating additional OdataLink accounts\|create multiple OdataLink accounts]]. Each additional account is a separate subscription. Doing so ensures that each one of your clients' configuration and data is kept separate and isolated from each other. Your login will be associated with multiple accounts and you will be able to [[Changing the currently active account\|select the currently active account]] you want to manage.


	== Related Topics ==		== Related Topics ==
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	[[Adding MYOB data files]]		[[Adding MYOB data files]]


	== Key Words ==		== Key Words ==

Ash at 06:13, 27 August 2024

2024-08-27T06:13:34Z

← Older revision		Revision as of 01:13, 27 August 2024
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	# Tick one or more [[Data Files\|data file]] you wish to add to the current OdataLink [[Account\|account]];		# Tick one or more [[Data Files\|data file]] you wish to add to the current OdataLink [[Account\|account]];
	# Click on the '''Add Selected Data Files''' button;		# Click on the '''Add Selected Data Files''' button;
	#: You will be returned to the '''Data Files''' screen and the selected [[Data Files\|data files]] will be added ~~tot he~~ list.		#: You will be returned to the '''Data Files''' screen and the selected [[Data Files\|data files]] will be added to the list.

	== Notes ==		== Notes ==

Nic at 01:01, 5 July 2024

2024-07-05T01:01:40Z

← Older revision		Revision as of 20:01, 4 July 2024
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			== Overview ==

	OdataLink allows multiple [[Data Files\|data files]] to be accessed.		OdataLink allows multiple [[Data Files\|data files]] to be accessed.

	You may add as many [[Data Files\|data files]] as you require.		You may add as many [[Data Files\|data files]] as you require.

	~~Only a~~ Xero ~~use~~ with an Advisor role ~~or above~~ can attach a Xero organisation to OdataLink		Note that only Xero users with a '''Standard''' or '''Advisor''' role can attach a Xero organisation data file to OdataLink.


	== Steps ==		== Steps ==

Ash: changed Notes: "If your inviting" - > "If you're inviting". clients configuration -> clients' configuration

2024-06-25T00:59:34Z

changed Notes: "If your inviting" - > "If you're inviting". clients configuration -> clients' configuration

← Older revision		Revision as of 19:59, 24 June 2024
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	If you have admin rights to OdataLink but not the [[Data Files\|data file]] you can [[Inviting users to my account\|invite a user as an Admin]] so that they can attach a [[Data Files\|data file]].		If you have admin rights to OdataLink but not the [[Data Files\|data file]] you can [[Inviting users to my account\|invite a user as an Admin]] so that they can attach a [[Data Files\|data file]].

	If ~~your~~ inviting that user just to add the [[Data Files\|data file]], make sure you [[Revoking users access to my account\|revoke their access to your OdataLink account]] after they have attached the data file.		If you're inviting that user just to add the [[Data Files\|data file]], make sure you [[Revoking users access to my account\|revoke their access to your OdataLink account]] after they have attached the data file.

	Alternatively you can also [[Creating additional OdataLink accounts\|create multiple OdataLink accounts]]. Each one is a separate subscription. Doing so ensures that each one of your clients configuration and data is kept separate and isolated from each other. Your login will be associated with multiple accounts and you will be able to [[Changing the currently active account\|select the currently active account]] you want to manage.		Alternatively you can also [[Creating additional OdataLink accounts\|create multiple OdataLink accounts]]. Each one is a separate subscription. Doing so ensures that each one of your clients' configuration and data is kept separate and isolated from each other. Your login will be associated with multiple accounts and you will be able to [[Changing the currently active account\|select the currently active account]] you want to manage.

	== Related Topics ==		== Related Topics ==

Nic at 00:52, 25 June 2024

2024-06-25T00:52:43Z

← Older revision		Revision as of 19:52, 24 June 2024
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	If your inviting that user just to add the [[Data Files\|data file]], make sure you [[Revoking users access to my account\|revoke their access to your OdataLink account]] after they have attached the data file.		If your inviting that user just to add the [[Data Files\|data file]], make sure you [[Revoking users access to my account\|revoke their access to your OdataLink account]] after they have attached the data file.

	Alternatively you can also create multiple OdataLink accounts ~~(each~~ one is a separate subscription) so that each one of your clients is kept separate and isolated from each other. Your login ~~can~~ be associated with multiple accounts		Alternatively you can also [[Creating additional OdataLink accounts\|create multiple OdataLink accounts]]. Each one is a separate subscription. Doing so ensures that each one of your clients configuration and data is kept separate and isolated from each other. Your login will be associated with multiple accounts and you will be able to [[Changing the currently active account\|select the currently active account]] you want to manage.

	== Related Topics ==		== Related Topics ==

Nic at 00:50, 25 June 2024

2024-06-25T00:50:29Z

← Older revision		Revision as of 19:50, 24 June 2024
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	== Notes ==		== Notes ==

	If you have admin rights to OdataLink but not ~~Xero~~ you can invite a user as an Admin so that they can attach a ~~Xero~~ data file		If you have admin rights to OdataLink but not the [[Data Files\|data file]] you can [[Inviting users to my account\|invite a user as an Admin]] so that they can attach a [[Data Files\|data file]].

	If your inviting that user just to add the data file, make sure you revoke access to your OdataLink account after they have attached the data file		If your inviting that user just to add the [[Data Files\|data file]], make sure you [[Revoking users access to my account\|revoke their access to your OdataLink account]] after they have attached the data file.

	Alternatively you can also create multiple OdataLink ~~access~~ (each one is a separate subscription) so that each one of your clients is ~~kep~~ separate and isolated from each other.		Alternatively you can also create multiple OdataLink accounts (each one is a separate subscription) so that each one of your clients is kept separate and isolated from each other. Your login can be associated with multiple accounts
	Your ~~one log on~~ can be associated with multiple accounts

	== Related Topics ==		== Related Topics ==

Jeff at 00:37, 25 June 2024

2024-06-25T00:37:05Z

← Older revision		Revision as of 19:37, 24 June 2024
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	If your inviting that user just to add the data file, make sure you revoke access to your OdataLink account after they have attached the data file		If your inviting that user just to add the data file, make sure you revoke access to your OdataLink account after they have attached the data file

	Alternatively you can also create multiple OdataLink access (each one is a separate subscription) so that each one of your clients is kep separate and isolated from each other.		Alternatively you can also create multiple OdataLink access (each one is a separate subscription) so that each one of your clients is kep separate and isolated from each other.
	Your one log on can be associated with multiple accounts		Your one log on can be associated with multiple accounts


	== Related Topics ==		== Related Topics ==

Jeff at 00:36, 25 June 2024

2024-06-25T00:36:49Z

← Older revision		Revision as of 19:36, 24 June 2024
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	# Click on the '''Add Selected Data Files''' button;		# Click on the '''Add Selected Data Files''' button;
	#: You will be returned to the '''Data Files''' screen and the selected [[Data Files\|data files]] will be added tot he list.		#: You will be returned to the '''Data Files''' screen and the selected [[Data Files\|data files]] will be added tot he list.

			== Notes ==

			If you have admin rights to OdataLink but not Xero you can invite a user as an Admin so that they can attach a Xero data file

			If your inviting that user just to add the data file, make sure you revoke access to your OdataLink account after they have attached the data file
			Alternatively you can also create multiple OdataLink access (each one is a separate subscription) so that each one of your clients is kep separate and isolated from each other.
			Your one log on can be associated with multiple accounts


	== Related Topics ==		== Related Topics ==

Jeff at 00:32, 25 June 2024

2024-06-25T00:32:48Z

← Older revision		Revision as of 19:32, 24 June 2024
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	You may add as many [[Data Files\|data files]] as you require.		You may add as many [[Data Files\|data files]] as you require.

	Only a Xero use with an Advisor role or above can attach a Xero organisation to ~~a thrid-party app so the same applies with~~ OdataLink		Only a Xero use with an Advisor role or above can attach a Xero organisation to OdataLink

	== Steps ==		== Steps ==

Jeff at 00:31, 25 June 2024

2024-06-25T00:31:39Z

← Older revision		Revision as of 19:31, 24 June 2024
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	You may add as many [[Data Files\|data files]] as you require.		You may add as many [[Data Files\|data files]] as you require.

			Only a Xero use with an Advisor role or above can attach a Xero organisation to a thrid-party app so the same applies with OdataLink

	== Steps ==		== Steps ==