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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 23:08, 12 June 2017
, 23:08, 12 June 2017no edit summary
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# Enter '''Company Name'''; | # Enter '''Company Name'''; | ||
# Select '''Xero''' as the '''Data File Type'''; | # Select '''Xero''' as the '''Data File Type'''; | ||
# Select '''Connect to Xero using the inbuilt public certificate (default)''' as the '''Connection Type'''; | |||
# Click '''Refresh Lists''' and login to the XERO data file; | # Click '''Refresh Lists''' and login to the XERO data file; | ||
# Select tracking category used for '''Jobs''' (if required); | # Select tracking category used for '''Jobs''' (if required); | ||
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=== Notes === | === Notes === | ||
* | * When ''Connecting to Xero using the in-built public certificate'', the Xero data file is chosen during the [[Get Data]] process due to security requirements of the Xero accounting product. | ||
<br clear=all> | <br clear=all> | ||
== 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]] | ||