Overview
- Learn how to create an API user to connect Ocerra with MYOB Advanced.
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
Select the following roles:
| True | AP Clerk | Access to AP functions |
| True | AR Clerk | Access to AR functions |
| True | CA Clerk | Access to CA functions |
| True | Data Privacy Controller | Data Privacy Controller |
| True | DR Viewer | Read-only access to DR functions |
| True | FA Clerk | Access to FA functions |
| True | GL Clerk | Access to GL functions |
| True | TX Viewer | Read-only access to TX functions |
Select the following license types:
Please note: our onboarding admin will have an access to your MYOB system to ensure your documents are flowing correctly. You can then remove this option.
| 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 |
Here's an example of the connection screen in Ocerra:
