Overview
- Learn how to create an API user to connect Ocerra with MYOB Advanced
Please check with your MYOB partner/integrator if you have a spare Full API license, you may need to purchase one. If you have an API license for another third-party app with low API calls, we may share the same credentials but it is recommend to have a separate API license.
Creating a new API user
In MYOB Advanced, go to Users
Click + create new user
Create Login name: e.g. OcerraAPI
Untick: Generate Password and set the password manually
Enter email: can be any, e.g. your email address
Select Roles
Please enable the following roles for this user:
| Administrator | System Administrator |
| AP Clerk | Access to AP functions |
| AR Clerk | Access to AR functions |
| CA Clerk | Access to CA functions |
| Data Privacy Controller | Data Privacy Controller |
| DR Viewer | Read-only access to DR functions |
| FA Clerk | Access to FA functions |
| GL Clerk | Access to GL functions |
| TX Viewer | Read-only access to TX functions |
NOTE
- Select Entities that you want Ocerra to post your bills to (if applicable) too, e.g.:
Select License Type
| Full User | Access to all features, setup and system administrator tasks |
| Full User(Full API) | Access to all features, setup and system administrator tasks(Full API), Unlimited API Calls |
Ocerra requires either Full User (Full API) or Limited API
Once created, please share with us your User Login Name (MYOB Advanced User) and Password (MYOB Advanced Password).
This credentials will be used to set up a connection between Ocerra and MYOB Advanced.
Check this article for more information about Ocerra integration with MYOB Advanced.