Difference between revisions of "Connecting ExcelReportLink to MYOB AccountRight Live Data File Online"

Connecting ExcelReportLink to MYOB AccountRight Live Data File Online (view source)

Revision as of 21:43, 22 July 2019

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Write, Bureaucrats, Administrators

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-To connect ExcelReportLink to MYOB AccountRight Live in the '''Cloud''', follow the instructions below
+== Overview ==
-==Preparation==
+You can connect ExcelReportLink to your [[MYOB AccountRight Live]] data file located online (in the cloud).
-All you require is an internet connection, your my.MYOB login credentials and possibly your MYOB Username and password depending on which connection method you choose
-==Procedure==
+== Requirements ==
-[[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
-[[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
-# Go to the Data File Setup dialogue. See [[Changing how ExcelReportLink connects to your data file]] for more information;
-# Enter Company Name;
-# Select MYOB AccountRightLive or prior as the Data File Type;
-# Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD;
-# Click the Browse button to select your data file;
-# If using Connect to MYOB data file in the CLOUD, log in to your my.myob account and click the Allow Access button;
-# Select the data file to connect to and click OK. Note that if you see API Sandbox 220 listed, its sample file for testing.;
-# Enter the User Name and Password to connect to your data file;
-# If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account;
-# Click OK to close the Data File Setup dialogue;
-# Click Close to close the Manage Data Files dialogue;
-# Run your first Get Data.
-=== Notes ===
+You will need to have an active internet connection on the PC.
-* We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure ExcelReportLink has access to all data required to run your reports.
+You will require your MY.MYOB login uswername and password.
-* When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation.
+You may also need a separate MYOB data file username and password unless you have linked your MY.MYOB login to a specific user in the data file.
+== Procedure ==
+[[File:MYOBAccountRightLiveDataFileSetupCloud.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
+[[File:LocalMachineDataFileSetup.png|300px|thumb|right|Select the data file]]
+To connect ExcelReportLink to your MYOB AccountRight Live data file located online follow these steps.
+# Go to the '''Data File Setup''' dialogue;
+#: ''See [[Changing how ExcelReportLink connects to your data file]] for more information.''
+# Enter the '''Company Name''';
+# Set the '''Data File Type''' to '''MYOB AccountRight Live''';
+# Set the '''Data File Location''' to '''Data file is ONLINE (in the CLOUD)''';
+# Set the '''Login Type''' to '''Use MY.MYOB Account''';
+#: ''In some instances, you may need to set it to '''Use explicit data file USER NAME AND PASSWORD''' and enter an additional '''User Name''' and '''Password'''.''
+#: ''If this is the case, we recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure ExcelReportLink has access to all data required to run your reports.''
+# Click the '''Select''' button to select your data file, login to the MY.MYOB website, select your data file from a list and test the connection;
+# Click '''OK''' to close the '''Data File Setup''' dialogue;
+# Click '''Close''' to close the Manage Data Files dialogue;
+# Run the [[Get Data]] to pull in the latest data from the configured data file.
+=== Video ===
+This getting started video will show you how to connect ExcelReportLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud.
+{{#ev:youtube|pNr5mKFJXrA|560|left|ExcelReportLink Getting Started for MYOB AcccountRight Live}}
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 == Related Topics ==
+* [[Re-browse for your MYOB AccountRight Live data file]]
 * [[Connecting ExcelReportLink to MYOB AccountRight Live]]
 * [[Changing how ExcelReportLink connects to your data file]]
 * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]
-* [[Re-Browse to MYOB AccountRight Live]]