View source for Connecting ODBClink to Xero

== Overview ==

You can connect ODBClink to your [[Xero]] data file.

== Connecting ODBClink to Xero ==

[[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for Xero]] 

To connect ODBClink with Xero, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue.

# Go to the '''Data File Setup''' dialogue. See [[Changing how ODBClink connects to your data file]] for more information;
# Enter '''Company Name''';
# 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;
# Select tracking category used for '''Jobs''' (if required);
# Select tracking category used for '''Categories''' (if required);
# Click '''OK''' to close the '''Data File Setup''' dialogue;
# Click '''Close''' to close the Manage Data Files dialogue;
# Run your first [[Get Data]].

=== 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.

== Connecting ODBClink to Xero using a private certificate ==

Alternatively, you can connect ODBClink 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 ODBClink to Xero using a private certificate]].


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== Related Topics ==

* [[Xero]]
* [[Connecting ODBClink to Xero using a private certificate]]