Difference between revisions of "Adding MYOB data files"

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OdataLink allows multiple [[Data Files|data files]] to be accessed.
Before you can retrieve data from an MYOB Data File (Company) you first need to add that into OdataLink


You may add as many [[Data Files|data files]] as you require.
You may add as many [[Data Files|data files]] as you require.
Each data file will need to be licenced in order to keep connecting to it after your trial
OdataLink allows you to consolidated multiple data files into a single Odata feed


== Steps ==
== Steps ==


To add data files, follow these steps.
To add an [[MYOB data files]], follow these steps.


# Click on '''Data Files''' in the menu on the left-hand side;
# Click on '''Data Files''' in the menu on the left-hand side;
# Click on the '''Add Data File''' button;
# Click on the '''Add MYOB Data File''' button;
# Click on the '''Login to MY.MYOB''' and follow the prompts within the MYOB website;
# 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.
#: Note that the account you use to login to my.myob will determine what [[Endpoints|endpoints]] you can access.
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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.
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.
== Notes ==
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'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.


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


[[Getting Started Guide]]
[[Getting Started Guide]]
[[Adding data files]]
[[Adding Xero data files]]
== Key Words ==
Add MYOB Data Files
Add MYOB Datafiles
Add MYOB Data Files
Add MYOB Companys

Latest revision as of 20:03, 24 June 2024

Before you can retrieve data from an MYOB Data File (Company) you first need to add that into OdataLink

You may add as many data files as you require.

Each data file will need to be licenced in order to keep connecting to it after your trial

OdataLink allows you to consolidated multiple data files into a single Odata feed

Steps

To add an MYOB data files, follow these steps.

  1. Click on Data Files in the menu on the left-hand side;
  2. Click on the Add MYOB Data File button;
  3. 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 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 will appear.
  4. Tick one or more data file you wish to add to the current OdataLink account;
  5. Click on the Add Selected Data Files button;
    You will be returned to the Data Files screen and the selected data files will be added tot he list.

Once you have added the data files, it is important to edit each data file to ensure the connection details are set correctly.


Notes

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

If you're inviting that user just to add the data file, make sure you 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. 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 select the currently active account you want to manage.


Related Topics

Getting Started Guide

Adding data files

Adding Xero data files

Key Words

Add MYOB Data Files

Add MYOB Datafiles

Add MYOB Data Files

Add MYOB Companys