- To connect Ocerra with MYOB Advanced, you will need a user with an API license.
- Learn how to create an API user to connect Ocerra with MYOB Advanced.
Limited API vs Full User API
We recommend that you create a new user with a Full API license. 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 recommended to have a separate API license.
Creating a new API user
In MYOB Advanced, go to Users
Click + Create a new user
Create Login Name: OcerraAPI (please don't use our names or email addresses for this user).
Your API user setup should look like this:
- Untick: Generate Password and set the password manually.
Please ensure this user has all the required access to create AP bills in MYOB Advanced, including different entities and branches.
|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|
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|
Once created, please share with us your User Login Name and Password.
These 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.