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Difference between revisions of "Getting Started Guide for Xero Practice Manager"
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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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= Overview = | = Overview = | ||
Xero Practice Manager Users can connect their Practice Manager [[Data Files|Data file]] to OdataLink, to extract and analyse data in [[OData client]] like Power BI, Excel, and Microsoft Fabric Dataflows and Data Pipelines. | Xero Practice Manager Users can connect their Practice Manager [[Data Files|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. | |||
# [[#Add Xero Practice Manager Data File|Add Xero Practice Manager Data File]] | |||
# [[#Create a Xero Practice Manager Model|Create a Xero Practice Manager Model]] | |||
== Add Xero Practice Manager Data File == | |||
To add your Xero Practice Manager [[Data Files|Data file]], follow these steps. | |||
# 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. | :# 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. | :# 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'''. | :# 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 | :# 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]]. | 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.'' | :''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 [[Models|Model]], follow these steps. | |||
# In [https://app.odatalink.com app.odatalink.com], click on '''Models''' on the left side panel. | |||
# Click on '''Create Model''' button to create a new model. | # Click on '''Create Model''' button to create a new model. | ||
# Select the '''Data File Type''' as Xero Practice Manager, and configure rest of the model settings as required. | # Select the '''Data File Type''' as Xero Practice Manager, and configure rest of the model settings as required. | ||