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:

 

AdministratorSystem Administrator
AP ClerkAccess to AP functions
AR ClerkAccess to AR functions
CA ClerkAccess to CA functions
Data Privacy ControllerData Privacy Controller
DR ViewerRead-only access to DR functions
FA ClerkAccess to FA functions
GL ClerkAccess to GL functions
TX ViewerRead-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 UserAccess 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.