Adding data files

OdataLink allows multiple data files to be accessed.

You may add as many data files as you require.

MYOB

To add MYOB data files, see Adding MYOB data files.

Xero

To add Xero data files, see Adding Xero data files.

Related Topics

Getting Started Guide

Steps

To add data files, follow these steps.

1. Click on Data Files in the menu on the left-hand side;
2. Click on the Add 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.