Editing a data file's details: Difference between revisions
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By editing a [[Data Files|data file's]] details, you will be able to configure it's '''Name''' and '''Data File Code''' and it's '''Login''' details. | By editing a [[Data Files|data file's]] details, you will be able to configure it's '''Name''' and '''Data File Code''' and it's '''Login''' details. | ||
To configure additional settings, see [[Configuring data files|confuring data files]]. | |||
= Steps = | = Steps = | ||
To edit | To edit a [[Data Files|data file's]] details, follow these steps. | ||
# Click on '''Data Files''' on the menu in the left-hand side; | # Click on '''Data Files''' on the menu in the left-hand side; | ||
# Find the [[Data Files|data file]] you want to work on and click '''Edit'''; | # Find the [[Data Files|data file]] you want to work on and click '''View'''; | ||
# Click on the '''Edit Data File''' button; | |||
# Enter the '''Data File Name'''; | # Enter the '''Data File Name'''; | ||
#: This is the display name of the data file and is only used within the | #: This is the display name of the data file and is only used within the OdataLink website. | ||
# Enter the '''Data File Code'''; | # Enter the '''Data File Code'''; | ||
#: The ''secret'' code which will form part of the [[OData Feed URLs|OData feed url]]. Changing it will ''break'' any [[OData Feed URLs|OData feed url]] in use for this [[Data Files|data file]]. This may be useful if concerned that an [[OData Feed URLs|OData feed url]] has been compromised. | #: The ''secret'' code which will form part of the [[OData Feed URLs|OData feed url]]. It must be unique for your [[Account|account]]. Changing it will ''break'' any [[OData Feed URLs|OData feed url]] in use for this [[Data Files|data file]]. This may be useful if concerned that an [[OData Feed URLs|OData feed url]] has been compromised. If you decide to change it, note that it must be at most 20 characters long. Only letters, numbers dashes and spaces are allowed. | ||
# Tick/untick the '''Enabled''' checkbox; | # Tick/untick the '''Enabled''' checkbox; | ||
#: Controls whether all [[OData Feed URLs|OData feed urls]] for this [[Data Files|data file]] are | #: Controls whether all [[OData Feed URLs|OData feed urls]] for this [[Data Files|data file]] are usable. | ||
# Set the '''Login Type''' to '''Use MY.MYOB Account''' or '''Use explicit data file USER NAME and PASSWORD'''; | # Set the '''Login Type''' to '''''Use MY.MYOB Account''''' or '''''Use explicit data file USER NAME and PASSWORD'''''; | ||
#: When set to '''Use MY.MYOB Account''', the login will use whichever my.myob account used when adding the [[Data Files|data file]]. | #: When set to '''Use MY.MYOB Account''', the login will use whichever my.myob account used when adding the [[Data Files|data file]]. | ||
#: When set to '''Use explicit data file USER NAME and PASSWORD''', you will need to specify an additional '''User Name''' and '''Password''' to connect to the [[Data Files|data file]]. This should preferably be the '''Administrator''' user name of the [[Data Files|data file]]. | #: When set to '''Use explicit data file USER NAME and PASSWORD''', you will need to specify an additional '''User Name''' and '''Password''' to connect to the [[Data Files|data file]]. This should preferably be the '''Administrator''' user name of the [[Data Files|data file]]. | ||
#: Whichever approach you use should match how you regularly login to [[MYOB]]. | |||
# Click '''Save'''. | # Click '''Save'''. | ||
= Related Topic = | = Related Topic = | ||
Latest revision as of 17:02, 3 February 2022
By editing a data file's details, you will be able to configure it's Name and Data File Code and it's Login details.
To configure additional settings, see confuring data files.
Steps
To edit a data file's details, follow these steps.
- Click on Data Files on the menu in the left-hand side;
- Find the data file you want to work on and click View;
- Click on the Edit Data File button;
- Enter the Data File Name;
- This is the display name of the data file and is only used within the OdataLink website.
- Enter the Data File Code;
- The secret code which will form part of the OData feed url. It must be unique for your account. Changing it will break any OData feed url in use for this data file. This may be useful if concerned that an OData feed url has been compromised. If you decide to change it, note that it must be at most 20 characters long. Only letters, numbers dashes and spaces are allowed.
- Tick/untick the Enabled checkbox;
- Controls whether all OData feed urls for this data file are usable.
- Set the Login Type to Use MY.MYOB Account or Use explicit data file USER NAME and PASSWORD;
- When set to Use MY.MYOB Account, the login will use whichever my.myob account used when adding the data file.
- When set to Use explicit data file USER NAME and PASSWORD, you will need to specify an additional User Name and Password to connect to the data file. This should preferably be the Administrator user name of the data file.
- Whichever approach you use should match how you regularly login to MYOB.
- Click Save.