Adding Xero data files: Difference between revisions

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== Overview ==

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

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 ==

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# 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.

#: You will be returned to the '''Data Files''' screen and the selected [[Data Files|data files]] will be added to the 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 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 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 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

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.

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[[Adding MYOB data files]]

== Key Words ==

@@ Line 1: / Line 1: @@
+== Overview ==
 OdataLink allows multiple [[Data Files|data files]] to be accessed.
 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 ==
@@ Line 16: / Line 20: @@
 # 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.
+#: You will be returned to the '''Data Files''' screen and the selected [[Data Files|data files]] will be added to the 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 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 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 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
+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.
@@ Line 34: / Line 39: @@
 [[Adding MYOB data files]]
 == Key Words ==