Connecting ODBClink to Xero - Revision history

Nic at 05:06, 8 October 2020

2020-10-08T05:06:27Z

← Older revision		Revision as of 00:06, 8 October 2020
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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 ~~xero~~ website to choose your data file;		# 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;

Nic at 04:43, 3 February 2020

2020-02-03T04:43:01Z

← Older revision		Revision as of 23:43, 2 February 2020
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	# Enter '''Company Name''';		# Enter '''Company Name''';
	# Set the '''Data File Type''' to '''Xero'''';		# Set the '''Data File Type''' to '''Xero'''';
	# Set the '''Connection Type''' to '''Connect to Xero ~~using the inbuilt public certificate~~ (default)''';		# Set the '''Connection Type''' to '''Connect to Xero (default)''';
	# Click '''Select''' and login to the xero website to choose your data file;		# Click '''Select''' and login to the xero website to choose your data file;
	# Click on the '''Tracking Categories''' tab;		# Click on the '''Tracking Categories''' tab;

Nic at 05:10, 23 July 2019

2019-07-23T05:10:27Z

← Older revision		Revision as of 00:10, 23 July 2019
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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 ODBClink with Xero, follow these steps~~. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue~~.		To connect ODBClink with Xero, follow these steps.

	# Go to the '''Data File Setup''' dialogue. See [[Changing how ODBClink connects to your data file]] for more information;		# Go to the '''Data File Setup''' dialogue;
			#: ''See [[Changing how ODBClink connects to your data file]] for more information.''
	# Enter '''Company Name''';		# Enter '''Company Name''';
	# ~~Select~~ '''Xero''' as the '''~~Data File~~ Type''';		# Set the '''Data File Type''' to '''Xero'''';
	~~# Select~~ '''Connect to Xero using the inbuilt public certificate (default)''' as the '''~~Connection Type~~''';		# Set the '''Connection Type''' to '''Connect to Xero using the inbuilt public certificate (default)''';
	# Click '''Refresh Lists''' ~~and login~~ to the ~~Xero data file~~;		# 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 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]].		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]].



	== Related Topics ==		== Related Topics ==

	* [[~~Xero]]~~		* [[Changing how ODBClink connects to your data file]]
	* [[Connecting ODBClink to ~~Xero using a private certificate~~]]

Nic at 02:57, 13 June 2017

2017-06-13T02:57:25Z

← Older revision		Revision as of 21:57, 12 June 2017
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	# 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''';		# 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);
	# Select tracking category used for '''Categories''' (if required);		# Select tracking category used for '''Categories''' (if required);

Nic at 02:48, 13 June 2017

2017-06-13T02:48:27Z

← Older revision		Revision as of 21:48, 12 June 2017
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	* 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.		* 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>

	== Connecting ODBClink to Xero using a private certificate ==		== Connecting ODBClink to Xero using a private certificate ==
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	~~<br clear=all>~~

	== Related Topics ==		== Related Topics ==

Nic at 02:48, 13 June 2017

2017-06-13T02:48:16Z

← Older revision		Revision as of 21:48, 12 June 2017
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	# Click '''Close''' to close the Manage Data Files dialogue;		# Click '''Close''' to close the Manage Data Files dialogue;
	# Run your first [[Get Data]].		# 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 ==		== Connecting ODBClink to Xero using a private certificate ==
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	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]].		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]].

	~~=== 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>

Nic at 02:48, 13 June 2017

2017-06-13T02:48:05Z

← Older revision		Revision as of 21:48, 12 June 2017
Line 19:		Line 19:
	# Click '''Close''' to close the Manage Data Files dialogue;		# Click '''Close''' to close the Manage Data Files dialogue;
	# Run your first [[Get Data]].		# Run your first [[Get Data]].

			== 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]].

	=== Notes ===		=== Notes ===

Nic at 02:01, 13 June 2017

2017-06-13T02:01:28Z

← Older revision		Revision as of 21:01, 12 June 2017
Line 23:		Line 23:

	* 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.		* 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.
	* If ''Connecting to Xero using your own private certificate'', see [[Connecting ODBClink to Xero using a private certificate]] for a complete how-to guide.

	<br clear=all>		<br clear=all>

	== Related Topics ==		== Related Topics ==
	[[Xero]]
			* [[Xero]]
			* [[Connecting ODBClink to Xero using a private certificate]]

Nic at 02:01, 13 June 2017

2017-06-13T02:01:01Z

← Older revision		Revision as of 21:01, 12 June 2017
Line 12:		Line 12:
	# 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''';		# 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);

Nic at 02:00, 13 June 2017

2017-06-13T02:00:51Z

← Older revision		Revision as of 21:00, 12 June 2017
Line 12:		Line 12:
	# Enter '''Company Name''';		# Enter '''Company Name''';
	# Select '''Xero''' as the '''Data File Type''';		# Select '''Xero''' as the '''Data File Type''';
	# Select ~~the '''Connection Type''';~~		# Select ''Connect to Xero using the inbuilt public certificate (default)'' as the '''Connection Type''';
	~~# If ''Connecting to Xero using your own private certificate'', enter the '''Consumer Key~~''';
	~~# If ''Connecting~~ to Xero using ~~your own private certificate'', enter~~ the ~~'''Consumer Secret''';~~
	~~# If ''Connecting to Xero using your own private~~ certificate''~~, enter~~ the '''~~Private Key~~''';
	# 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);