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Difference between revisions of "Connecting ExcelReportLink to Xero"
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Connecting ExcelReportLink to Xero (view source)
Revision as of 23:10, 22 July 2019
, 23:10, 22 July 2019no edit summary
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[[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for Xero]] | [[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for Xero]] | ||
[[File:XeroDataFileSetupTrackingCategories.png|300px|thumb|right|Choosing tracking categories for Xero]] | |||
To connect ExcelReportLink with Xero, follow these steps | To connect ExcelReportLink with Xero, follow these steps. | ||
# Go to the '''Data File Setup''' dialogue | # Go to the '''Data File Setup''' dialogue; | ||
#: ''See [[Changing how ExcelReportLink connects to your data file]] for more information.'' | |||
# Enter '''Company Name'''; | # Enter '''Company Name'''; | ||
# | # Set the '''Data File Type''' to '''Xero''''; | ||
# Set the '''Connection Type''' to '''Connect to Xero using the inbuilt public certificate (default)'''; | |||
# Click '''Refresh Lists''' | # Click '''Select''' and login to the xero website to choose your data file; | ||
# Click on the '''Tracking Categories''' tab; | |||
# Click '''Refresh Lists''' to pull the list of possible tracking categories; | |||
# Select tracking category used for '''Jobs''' (if required); | # Select tracking category used for '''Jobs''' (if required); | ||
# Select tracking category used for '''Categories''' (if required); | # Select tracking category used for '''Categories''' (if required); | ||
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Alternatively, you can connect ExcelReportLink to Xero using a private certificate. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. For more information, see [[Connecting ExcelReportLink to Xero using a private certificate]]. | Alternatively, you can connect ExcelReportLink to Xero using a private certificate. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. For more information, see [[Connecting ExcelReportLink to Xero using a private certificate]]. | ||
== Related Topics == | == Related Topics == | ||
* [[Changing how ExcelReportLink connects to your data file]] | * [[Changing how ExcelReportLink connects to your data file]] | ||