Data Sources

Connection to your Practice Management System or Accounting Software

The Datasource page is where you can create a new connection or maintain and inspect a connection

Navigation: Go to main menu → Settings → Data Sources




  1. A new hub will have no data sources. To create a new connection click on the add new Connector Buttons shown below ie Gtruck, MYOB

  2. For a detailed explanation on how to connect a data source click on the below link. Here you will find how to access your database backup articles.

  3. Each data source will have a unique set up procedure. Some will be cloud databases, and others may be desktop/ hosted connectors.

  4. You will need in all cases A) Admin level login username B) Password.

  5. A lot of the newer connectors have two factor logins so access to the username email account might be required.



Click on images to enlarge