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Difference between revisions of "Getting Started Guide for Xero Practice Manager"
Getting Started Guide for Xero Practice Manager (view source)
Revision as of 16:37, 14 November 2024
, 14 Novemberno edit summary
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# In [https://app.odatalink.com app.odatalink.com], click on '''Data Files''' on the left side panel. | # In [https://app.odatalink.com app.odatalink.com], click on '''Data Files''' on the left side panel. | ||
# Click on '''Add Xero Practice Manager''' button. | # Click on '''Add Xero Practice Manager''' button. | ||
: | #: A "Select Xero Practice Manager Data File" page will be opened. | ||
# Click on '''Login to Xero Practice Manager''' button. | # Click on '''Login to Xero Practice Manager''' button. | ||
: | #: You will be prompted to login to Xero, if not already logged in. | ||
# Login using your credentials and click on '''Allow Access'''. | # Login using your credentials and click on '''Allow Access'''. | ||
: | #: You will be redirected back to OdataLink prompting to '''Select Xero Practice Manager Data File'''. | ||
# Select the Data File(s) you want to add to OdataLink and click on '''Add Selected Data Files'''. | # 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 | ||