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:
Creating an OData Connection
Using OData with ExcelEnable the OData endpoint per company
Prerequisite: Admin User Role
Only users with a User Role of Admin will be able to enable or disable the integration. To check User Role type:
- In the group layer, select the User tab.
- Next to the relevant user, go to Actions > Edit.
- Ensure that the User Role is Admin. If not click on Update User Role.
Enabling OData Connection
- Go to Setup > Company Details & Settings.
- In the Integration tab, click Enable.
Disabling OData Connection
- 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
- In the group layer, go to the Entity tab.
- For the entity you want to connect to OData, go to Actions > Maintain User Profiles.
- In the Menus tab,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 all required users, they can follow the instructions to create and use OData Connections.