Difference between revisions of "Adding data files"

709 bytes removed ,  18:43, 6 December 2022
 
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OdataLink allows multiple [[Data Files|data files]] to be accessed.
In OdataLink, a [[Data Files|data file]] is either a Xero Organisation or an MYOB Company


You may add as many [[Data Files|data files]] as you require.
OdataLink allows multiple [[Data Files|data files]] to be added to a [[Models|Model]].


= Steps =
Multiple [[Data Files|data files]] can be consolidated together using the [[Consolidation Endpoints]].
To add data files, follow these steps.


# Click on '''Data Files''' in the menu on the left-hand side;
== MYOB ==
# Click on the '''Add Data File''' button;
# Click on the '''Login to MY.MYOB''' and follow the prompts within the MYOB website;
#: Note that the account you use to login to my.myob will determine what [[Endpoints|endpoints]] you can access.
#: Once you have logged into the MYOB website and have authorised OdataLink to access your data, you will be returned to OdataLink and a list of [[Data Files|data files]] will appear.
# 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;
#: You will be returned to the '''Data Files''' screen and the selected [[Data Files|data files]] will be added tot he list.


Once you have added the [[Data Files|data files]], it is important to [[Editing a data file's details|edit each data file]] to ensure the connection details are set correctly.
To add MYOB data files, see [[Adding MYOB data files]].
 
== Xero ==
 
To add Xero data files, see [[Adding Xero data files]].
 
== Related Topics ==


= Related Topics =
[[Getting Started Guide]]
[[Getting Started Guide]]