Write, Bureaucrats, Administrators
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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 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); | ||
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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. | ||
* If ''Connecting to Xero using your own private certificate'', see [[Connecting ODBClink to Xero using a private certificate]] for a complete how-to guide. | |||
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