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

Open

Instructions

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
   
   
   

   Open

   

   
   
   

2. For a detailed explanation on how to connect a data source click on the below link.
   
   Datasource - How to give access 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.

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