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 User
We suggest creating a new user for Ocerra 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. To ensure uninterrupted connection between the two system, please do not share the API user details with other third-party apps.
Creating a new API user
- In MYOB Advanced, navigate to Users, and
- Click + Create a new user
- Create Login Name: OcerraAPI
- Clear the Generate Password check box and enter password manually in the Password box.
- Save this password as you will need it to enter in to Ocerra integration settings.
- Add email address: e.g.ocerraapi@ocerra.com
- This is not an actual email address but this is a required field.
Here's an example setup:
Selecting Roles
Please ensure this user has all the required permissions to import the required data and manage Bills and Adjustments in your MYOB system.
For example:
| 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 |
Selecting 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 |
If you requested for a new or additional entity
If you don't know the API password, you can reset it in MYOB Advanced. Please note that changing the password will affect the connection of other entities. However, we can reconnect them as long as we have the plain password.
Check this article for more information about Ocerra integration with MYOB Advanced.