Overview
- 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:
Password
- Untick: Generate Password and set the password manually.
Select Roles
Please ensure this user has all the required access to create AP bills in MYOB Advanced, including different entities and branches.
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 |
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.