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.