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Difference between revisions of "Connecting ExcelReportLink to Xero"
Connecting ExcelReportLink to Xero (view source)
Revision as of 23:06, 7 October 2020
, 23:06, 7 October 2020no edit summary
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# Set the '''Data File Type''' to '''Xero''''; | # Set the '''Data File Type''' to '''Xero''''; | ||
# Set the '''Connection Type''' to '''Connect to Xero (default)'''; | # Set the '''Connection Type''' to '''Connect to Xero (default)'''; | ||
# Click '''Select''' and login to the | # Click '''Select''' button; | ||
# When prompted, click the '''Authorise''' button and login to the '''Xero''' website to choose your data file; | |||
# Once done, return to '''BudgetLink''' and click '''Confirm''' then '''OK''' once the dialogue says that authorisation was successful; | |||
# Select your data file from the next dialogue; | |||
# When prompted, choose to test the data file connection; | |||
# Click on the '''Tracking Categories''' tab; | # Click on the '''Tracking Categories''' tab; | ||
# Click '''Refresh Lists''' to pull the list of possible tracking categories; | # Click '''Refresh Lists''' to pull the list of possible tracking categories; | ||