Getting Started Guide for Xero Practice Manager: Difference between revisions

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= 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.~~

To get started, you will need to complete two tasks.

# [[#Add your Xero Practice Manager Data File|Add your Xero Practice Manager Data File]]

# [[#Create a Xero Practice Manager Model|Create a Xero Practice Manager Model]]

== Add your Xero Practice Manager Data File ==

To add your Xero Practice Manager [[Data Files|Data file]], follow these steps.

~~== Steps to add Xero Practice Manager Data File ==~~

# In [https://app.odatalink.com app.odatalink.com], click on '''Data Files''' on the left side panel.

# ~~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.

#: 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.

#: 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'''.

#: 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

#: Your Xero Practice Manager data file will be added to the list of your Data Files

== ~~Steps to add~~ Xero Practice Manager Model ==

== Create a 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~~]].

In order to create feeds to import data from Xero Practice Manager, a [[Xero Practice Manager Models|Xero Practice Manager model]] is required.

:''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.

To create your [[Xero Practice Manager Models|Xero Practice Manager model]], follow these steps.

# In [https://app.odatalink.com app.odatalink.com], 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~~.

#: You will be redirected to View Model Page.

# ~~If the data file(s) are not assigned, click on '''Assign Xero Practice Manager Data Files''' button, and select~~ the ~~required data files.~~

# Go to the '''OData Feeds''' tab and use the [[OData Feeds]] to fetch data into your reports.

~~# Click on '''Save'''.~~

~~# Click on~~ '''OData Feeds''' tab and use the [[OData Feeds]] to fetch data into your reports.

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:Xero

:Xero Practice Manager

== Related Pages ==

:[[Xero Practice Manager Endpoints]]

@@ Line 1: / Line 1: @@
 = 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.
+To get started, you will need to complete two tasks.
+# [[#Add your Xero Practice Manager Data File|Add your Xero Practice Manager Data File]]
+# [[#Create a Xero Practice Manager Model|Create a Xero Practice Manager Model]]
+== Add your Xero Practice Manager Data File ==
+To add your Xero Practice Manager [[Data Files|Data file]], follow these steps.
-== Steps to add Xero Practice Manager Data File ==
+# In [https://app.odatalink.com app.odatalink.com], click on '''Data Files''' on the left side panel.
-# 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.
+#: 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.
+#: 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'''.
+#: 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
+#: Your Xero Practice Manager data file will be added to the list of your Data Files
-== Steps to add Xero Practice Manager Model ==
+== Create a 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]].
+In order to create feeds to import data from Xero Practice Manager, a [[Xero Practice Manager Models|Xero Practice Manager model]] is required.
 :''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.
+To create your [[Xero Practice Manager Models|Xero Practice Manager model]], follow these steps.
+# In [https://app.odatalink.com app.odatalink.com], 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.
+#: You will be redirected to View Model Page.
-# If the data file(s) are not assigned, click on '''Assign Xero Practice Manager Data Files''' button, and select the required data files.
+# Go to the '''OData Feeds''' tab and use the [[OData Feeds]] to fetch data into your reports.
-# Click on '''Save'''.
-# Click on '''OData Feeds''' tab and use the [[OData Feeds]] to fetch data into your reports.
@@ Line 33: / Line 41: @@
 :Xero
 :Xero Practice Manager
+== Related Pages ==
+:[[Xero Practice Manager Endpoints]]