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 ~~a thrid-party app so the same applies with~~ 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 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 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 [[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.

== Related Topics ==

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[[Adding MYOB data files]]

== Key Words ==

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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 a thrid-party app so the same applies with 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 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 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 [[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.
 == Related Topics ==
@@ Line 25: / Line 39: @@
 [[Adding MYOB data files]]
 == Key Words ==