Getting Started Guide for Xero Practice Manager: Difference between revisions

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To get started, you will need to complete two tasks.
To get started, you will need to complete two tasks.
# [[#Add Xero Practice Manager Data File|Add Xero Practice Manager Data File]]
# [[#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]]
# [[#Create a Xero Practice Manager Model|Create a Xero Practice Manager Model]]




== Add Xero Practice Manager Data File ==
== Add your Xero Practice Manager Data File ==


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


In order to create feeds to import data from Xero Practice Manager, a [[Xero Practice Manager Model]] is required.
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.''
:''Please note that Xero Practice Manager data files, can only be attached to a model designated for Xero Practice Manager.''


To create your [[Xero Practice Manager Model]], follow these steps.
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.
# In [https://app.odatalink.com app.odatalink.com], click on '''Models''' on the left side panel.
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# Select the '''Data File Type''' as Xero Practice Manager, and configure rest of the model settings as required.
# 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.
# 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
:Xero Practice Manager
:Xero Practice Manager
== Related Pages ==
:[[Xero Practice Manager Endpoints]]

Latest revision as of 18:48, 21 January 2025

Overview

Xero Practice Manager Users can connect their Practice Manager Data file to OdataLink, to extract and analyse data in OData client like Power BI, Excel, and Microsoft Fabric Dataflows and Data Pipelines.

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

  1. Add your Xero Practice Manager Data File
  2. Create a Xero Practice Manager Model


Add your Xero Practice Manager Data File

To add your Xero Practice Manager Data file, follow these steps.

  1. In app.odatalink.com, click on Data Files on the left side panel.
  2. Click on Add Xero Practice Manager button.
    A "Select Xero Practice Manager Data File" page will be opened.
  3. Click on Login to Xero Practice Manager button.
    You will be prompted to login to Xero, if not already logged in.
  4. Login using your credentials and click on Allow Access.
    You will be redirected back to OdataLink prompting to Select Xero Practice Manager Data File.
  5. 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


Create a Xero Practice Manager Model

In order to create feeds to import data from Xero Practice Manager, a 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 your Xero Practice Manager model, follow these steps.

  1. In app.odatalink.com, click on Models on the left side panel.
  2. Click on Create Model button to create a new model.
  3. Select the Data File Type as Xero Practice Manager, and configure rest of the model settings as required.
  4. Click on Create Model button to create and save the model.
    You will be redirected to View Model Page.
  5. Go to the OData Feeds tab and use the OData Feeds to fetch data into your reports.


Keywords

Xero
Xero Practice Manager

Related Pages

Xero Practice Manager Endpoints
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