Services

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  • Create connection to Visma eAccounting

    1. Click Get Data in the left menu bar.
    2. Click Connections.
    3. Click  New in the upper right corner. The Select ERP system dialog is displayed with the available ERP systems.
    4. Select Visma eAccounting as your connection and click Next.
    5. Create a name for your connection, such as eAccounting.
    6. Click Connect to Visma eAccounting.
    7. Enter your eAccounting password and name.
    8. In the OneStop Reporting is requesting your permission dialog box, leave the default check boxes selected and click Yes, Allow.
    9. In the Connect to Visma eAccounting dialog box, click Next.
    10. Select () the companies you have data access to and click Finish. 

     

     

    You are now connected to your Visma eAccounting data.

     

    The next step is to create a Data Import Job to transfer data from Visma eAccounting to OSR Portal, so that you can start executing reports.

     

  • Create connection to Dynamics 365

    In order for Dynamics 365 users to create a connection in OSR, an administrator of Dynamics 365 with Azure subscription and admin access to the Active Directory needs to register OneStop Reporting as an external application and allow access in Dynamics 365 Finance and Operations.

    This entails a three-step process:

    1. Register a web application with Azure Active Directory
    2. Register the Azure application in Dynamics 365 Finance and Operations
    3. Create a connection to Dynamics 365 in OneStop Reporting portal.

     

    The administrator must collect this information before creating a connection to the OneStop Reporting Portal:

    • Authorization URL: Consists of https://login.windows.net/ + your Dynamics domain name (e.g. https://login.windows.net/mycompany.onmicrosoft.com)
    • Token URL: Is URL for your Dynamics 365 installation (e.g. https://mycompany.operations.dynamics.com)
    • Client ID: Application ID in Azure and corresponding Client Id that is registered in Dynamics 365.
    • Client Secret: Value from step 10 in the procedure below (“Register a native application with Azure Active Directory”).

     

    Step 1: Register a web application with Azure Active Directory

    NOTE: These steps do not have to be completed by all the people in your organization. Only one Azure Service Administrator user can add the application and share the client ID with the developers. Prerequisite: You must have an Azure subscription and admin access to Active Directory.

    1. From the appropriate project in Microsoft Dynamics Lifecycle Services (LCS), open Azure portal.

     

    2. In Azure portal, on the Azure Active Directory tab, select Properties, and make a note of the tenant ID in the Directory ID field. You will require the tenant ID later to retrieve an Azure Active Directory (Azure AD) authentication token.

    3. On the Azure Active Directory tab, select App registrations, and then select New application registration.

    4. Enter a name that identifies the external application that you are registering. For an application that will authenticate by using a shared secret, select Web app / API. In this context, the sign-on URL does not matter. Therefore, use localhost.

    5. Select the new application, and copy the application ID. You will require the application ID later to request an Azure AD authentication token. Select Required permissions.

    6. Click Add, and then select Select an API.

    7. Click Microsoft Dynamics ERP.

     

     

    8. Under Delegated permissions, you must select, at a minimum, the following options:

    • Access Dynamics AX Custom Service
    • Access Dynamics AX data
    • Access Dynamics AX online as organization users

    1. Select Done.
    2. Select Keys. In the dialog box that appears, enter a description, set the Expires value to Never expires, and then select Save.

    After you have saved the new key, a value appears in the Value column.

    IMPORTANT: Make sure that you copy this value, because you will not see it again, and you will require this secret key to complete your OAuth authentication and receive an Azure AD token.

     

    Step 2: Register the Azure application in Dynamics 365 Finance and Operations

    1. In Finance and Operations, go to System administration > Setup > Azure Active Directory applications.
    2. Click New.
    3. Fill in the fields for the new record:
    • In the Client Id field, enter the application ID that you registered in Azure AS.
    • In the Name field, enter a name for the application.
    • In the User Id field, select an appropriate service account user ID. For this example, we have selected the admin user. However, as a better practice, you should provide a dedicated service account that has the correct permissions for the operations that must be performed.
    1. Click Save.

    NOTE: Click here for more information from Dynamics about these two procedures.

     

    Step 3: Create connection to Dynamics 365 in OneStop Reporting Portal

    1. Go to portal.onestopreporting.com.
    2. Click Get Data and click Connection.
    3. Click New.

    4. In the Select ERP System dialog box, click Dynamics 365.

    1. In the Connect to Microsoft Dynamics 365 for Operations dialog box fill in the fields:
    • Connection name: Enter a suitable name, such as Microsoft Dynamics 365.
    • Client ID: Application ID in Azure and corresponding Client Id that is registered in Dynamics 365.
    • Client Secret: Value from step 10 in the procedure “Register a native application with Azure Active Directory”.
    • Authorization URL: Consists of https://login.windows.net/ + your Dynamics domain name (e.g. https://login.windows.net/mycompany.onmicrosoft.com)
    • Token URL: Is URL for your Dynamics 365 installation (e.g. https://mycompany.operations.dynamics.com)

  • Error message when data import job fails

    Click   Get Data.

    1. Click Data import job.
    2. Click the data job that failed (x) and click  View log.
    3. Click Show details.
    4. Click Report all errors to support.

    NOTE: You can click the right arrow to see hints on how to fix the issue that caused the error.

     

    5. In the Contact support dialog box, click Send. This will send a detailed report of the error report directly to our support team.

  • Create a connection to UniEconomy

    1. Click Get Data in the left menu bar.
    2. Click Connections.
    3. Click  New in the upper right corner. The Select ERP system dialog is displayed with the available ERP systems.
    4. Select UniEconomy as your connection and click Next.
    5. Create a name for your connection, such as UniEconomy.
    6. Enter your UniEconomy password and name.
    7. Click Next.
    8. Select () the companies you have data access to and click Finish. 

     

    You are now connected to your UniEconomy data.

     

    The next step is to create a Data Import Job to transfer data from UniEconomy to OSR Portal, so that you can start executing reports.

  • Data Import Jobs

    At OSR (https://portal.onestopreporting.com/), under Get Data → Data Import Jobs → +New → Select Connection → Select Companies → Select Data you find a overview over the periods you can run data for.

    If you select This Year or This Month or equivalent in Data Import Jobs, and set this up to run on schedule, it will always retrieve data until today’s date. This Year will retrieve all data for 2018 (which is registered to the job is run). This Month will retrieve all data this month – until the time the job is run. However, if you set specific date ranges, it will only retrieve updated numbers if something is registered back in time within the range you set up.

  • Create a connection to Xero

    1. Click  Get Data on the left menu bar. A dialog will open on the right side of the menu bar.
    2. Click Connections.
    3. Click +New on the right side.
    4. Select Xero as your connection and click Next.
    5. Create a name for your connection and click the yellow box with the Xero icon.
    6. In the external dialog box that opens, enter your Xero username and password.
    7. Click Allow access. If your authentification is successful, a dialog box will open.
    8. Select the companies you have data access to, and click Finish. 

     

    You are now connected to your Xero data.

     

    The next step is to create a Data Import Job to transfer data from the Xero to OSR Portal, so that you can start executing reports.

     

    NOTE: Limitations on data import jobs in Xero

    When OneStop Reporting is collecting data, we are making multiple requests to the Xero API on the user’s behalf. However, Xero has a daily limit of request a user can do to the Xero API, and users can experience reaching this limit when using the Get Data data import jobs for large time intervals.

    If the daily limit is reached, the user will not be able to do any more requests to the Xero API the next 24 hours. If a user tries to import more data the same day as they reached this limit, the import job will fail.

    If you reach this limit, you need to wait until the next day and perform the following steps;

    1. Go to Get Data > Data import jobs.
    2. Click on the data import job that failed and click Edit.
    3. In the Select Companies dialog, click Next.
    4. In the Import data from drop-down menu, select a smaller date interval than the one you have previously selected. You may also use the Custom Date option to select the period interval you want to import data from.

     

    NOTE: Click here to get an explanation of Xero and OneStop Reporting’s currency management.

  • Create a connection to QuickBooks Online

    1. Go to Get Data in the left menu bar.
    2. Click Connections.
    3. Click + New in the top right corner.
    4. Select QuickBooks Online as your connection and click +Next.
    5. Create a name for your connection and click on the yellow box with the visible QuickBooks Online icon.
    6. In the external dialog box that opens, enter your QuickBooks Online username and password.
    7. Select company you would like to connect to
    8. Click Authorize. 

     

    You are now connected to your QuickBooks Online data.

    The next step is to create a Data Import Job to transfer data from the QuickBooks Online to OSR Portal, so that you can start executing reports.

  • Opprette integrasjon mot 24SevenOffice

    1. Gå til Get Data i OSR Portal

    Velg Connections → +New → 24SevenOffice

     

    1. Fyll ut skjemaet

             Connection name: velg ditt eget

             Username: ditt 24SevenOffice brukernavn

             Password: ditt 24SevenOffice passord

     

    1. Velg selskap

             Huk av for selskap/selskapene du ønsker å opprette tilgang til og klikk Finish.

     

    Du har nå opprettet tilgang til 24SevenOffice.

     

    Viktig: Dersom flere personer oppretter tilkobling mot samme selskap, så vil dette ligge som to selskaper hos OneStop Reporting. Det er derfor best at kun en person oppretter tilkobling mot et selskap.

     

    Neste steg er å opprette Data import jobs, for å overføre data fra 24SevenOffice til OSR Portal slik at du kan begynne å rapportere og budsjettere i OSR Portal.

  • How can I see how many rows the import job did receive?

    Go to Get data → Data Import Job → Select job and click   in the right corner. Mouse over the status icon as shown in the figure below:

     

  • How can i see the error message when my import job fails?

    Go to Get data → Data Import Job → Select job and click   in the right corner. Mouse over the x status icon as shown in the screen shot below:

     

     

  • Opprette integrasjon mot Xledger

    1. Åpne Xledger

    2. Gå til Administrasjon > Enhet. Trykk på mappeikonet og finn din Eier-ID.

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    Eier ID angis for et enkeltselskap eller for et domene/konsern. Dersom Eier-ID legges på et domene-/konsernnivå vil Onestop Reporting kunne hente ut Eier-ID til underliggende selskaper.

    Skriv inn din Eier-ID (Entity Code) når du oppretter tilgang til Xledger i OSR Portalen.

     

    3. Gå til Administrasjon > Tilgangskontroll > Lokale tilganger.

    Det benyttes en brukerkonto for å foreta eksport fra Xledger til OneStop Reporting. Brukerkontoen må ha tilgangen Web Service.

    Brukerkontoen som benyttes for å foreta eksport fra Xledger til OneStop Reporting må ha tilgangen Web Service.

     

    A screenshot of a computer Description automatically generated

     

    Merk at tilgangen kan legges på domene-/konsernnivå. Tilgangen vil da arves til underliggende selskaper.

     

    4. Gå til Administrasjon > Tilgangskontroll > Web Service tilgang.

    Den samme brukerkontoen må gis tilgang til Web Service-metodene som benyttes av Onestop Reporting. OneStop Reporting benytter alle Web Service-metodene.

     

    A screenshot of a computer screen Description automatically generated

     

    5. I OneStop Reporting, gå til Hent data > Tilkoblinger > Ny > Xledger.

    Skriv inn et navn for tilkoblingen, påloggingsinformasjon, og legg inn Enhetskoden (Eier-ID).

  • Opprette integrasjon mot Visma.net

    1. Velg Get Data i OSR Portal.

    Velg Connections → +New → Visma.net.

     

    1. Skriv inn brukernavn og passord som du benytter i Visma.net og klikk Next.

     

    NB! Brukeren må ha tilgang til Finansmodulen i Visma.net

     

    Du har nå opprettet tilgang til Visma.net

     

    Neste steg er å opprette Data import jobs, for å overføre data fra Visma.Net til OSR Portal slik at du kan begynne å rapportere og budsjettere i OSR Portal.

  • Opprette integrasjon mot Tripletex

    1. Åpne Tripletex.

    2. Gå til ditt selskap og din profil.

    3. Gå til fanen API-tilgang. 

    MERK: Dersom du ikke ser API-tilgang fanen, gjør følgende:

      1. Gå til Selskap > Vår kundeside.
      2. Under Moduler og tilleggstjenester, kryss av API 2.0 boksen.

    Dersom du ikke har tilgang til denne informasjonen må du ta kontakt med Tripletex.  

    5. Klikk NY NØKKEL

    6. Fyll ut skjemaet med korrekt informasjon:

      • Under Applikasjon, velg OneStop Reporting AS fra listen.
      • Under Gi nøkkelen et navn, velg din egen beskrivelse.
      • Klikk Opprett nøkkel.

    7. Du har nå opprettet en Brukernøkkel – ID (Employee token). Kopier din Employee token.

    Employee token er klientnøkkelen du skal skrive inn i Get data-dialogen for å få tilgang til dine data fra Tripletex.

     

    Informasjon om regnskapskontorets brukernøkkel

    Dersom du har en regnskapsførerkonto i Tripletex, er det mulig å opprette en API brukernøkkel for flere klienter. Dette kalles Regnskapskontorets brukernøkkel. For mer informasjon om dette, se https://tripletex.no/execute/docViewer?articleId=948.

     

    Du er nå klar til å logge inn i OneStop Reporting portalen

    8. Gå til Get Data i OSR Portal.

    9. Velg Connections → +New →  Tripletex.

    10. Fyll inn Employee Token. Her skal du fylle inn Brukernøkkel-ID som du opprettet i Tripletex under steg 5 og klikk Next.

    11. Velg selskap, huk av for selskap/selskapene du ønsker å opprette tilgang til og klikk Finish.

     

    Du har nå opprettet tilgang til Tripletex.

    Neste steg er å opprette Data import jobs, for å overføre data fra Tripletex til OSR Portal slik at du kan begynne å rapportere og budsjettere i OSR Portal.

  • Opprette integrasjon mot PowerOffice Go

    For at OneStop Reporting skal få tilgang til data fra PowerOffice Go, må klientnøkkelen til PowerOffice Go-brukeren skrives inn i OSR Portal. Det er denne klientnøkkelen som benyttes til å hente ut dine data, ikke ditt brukernavn eller passord. Brukeren som henter klientnøkkelen fra Power Office Go må være Administrator.

    Følg stegene beskrevet under for å hente din klientnøkkel.

    1. Gå til Settings i menyen
    2. Velg Extensions
    3. Velg Add Extensions
    4. Trykk på nedtrekksmenyen og velg Custom
    5. Fyll ut skjemaet med nødvendig informasjon

     

    Application key må inneholde følgende kode til Portal 5.0:

    739e5b43-f6ff-4106-b3d9-9b0651250ad2

     

    1. Kopier din ClientKey (fra Power Office GO).

    ClientKey er klientnøkkelen du skal skrive inn i Hent data-dialogen for å få tilgang til dine data fra Power Office Go.

    1. Velg OK.