Getting Started Guide for Xero Practice Manager

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 Xero Practice Manager Data File
2. Create a Xero Practice Manager Model

Add 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 model is required to be configured to use a Xero Practice Manager Data File Type.

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.
5. 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.
6. If the data file(s) are not assigned, click on Assign Xero Practice Manager Data Files button, and select the required data files.
7. Click on Save.
8. Click on OData Feeds tab and use the OData Feeds to fetch data into your reports.

Keywords

Xero

Xero Practice Manager