Introduction
The AccountsIQ OData Connector can be used to extract datasets from one or more entities, allowing you to design and build your own reports in products such as Excel and Power BI.
Watch this video or follow the steps below to enable access within your company:
See:
Delete
Enable the OData endpoint per company
Only users with a User Role of Admin will be able to enable or disable the integration. To check User Role type:
- Log in to the group layer.
- Next to the relevant company, go to Actions > Manage Users.
- Select the user name from the list. Their User Role should be Admin.
As a user with an admin role:
- Go to Setup > Company Details & Settings > Integration.
- Click Enable in the Power BI, Excel OData endpoint configuration section.
Clicking Disable will cut off all access to the data completely, meaning no users will be able to access the data.
Enable User Profiles Permissions
- Log in to the Group Layer.
- For the company you want to connect to OData, go to Actions > Maintain User Profiles > Menus.
- Under BI Tools, enable Data Connection Setup for any profiles that will need access.
- In the OData tab, configure the datasets that should be available for each user profile.
Once the OData Connection feature has been enabled for users, they can follow the instructions to create and use OData Connections.
Delete