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Xero Data Extraction

What is Data Extraction?

OptiPay’s data extraction solution is designed to make business simpler and more efficient for you. We use extractor technology provided by Codat to connect your accounting system to our e3/OptiPay interface. This means that we can automatically pull your ledger data into our systems for processing on a regular basis.

How Do I Connect?

You’ll need to start by linking your accounting system. This can be done by logging into your e3/OptiPay interface  in the usual way (if you are unsure of your login details please call 1300 694 686).

Once you’re logged in, click on the Data Extraction icon in the left-hand menu.

Click on the icon for the accounting package that you use (i.e., Xero) then click confirm.

You will then be redirected to the login page of your accounting system where you will be required to log in with your usual details.

In the Dropdown box, select the name of the Organisation you are wanting to connect to OptiPay (only applicable if you have multiple organisations using Xero under the same login details).

Then Click Connect on the page that follows.

You will then be redirected back to e3/OptiPay interface where the extraction of customer data will begin.  That is it.

Get Tomorrow’s Cash Flow Today
OptiPay helps you find smarter ways to use your own cash and avoid the pitfalls of borrowing funds. We are always ready to help let the cash flow to help your business grow, and we do it in a fairer, faster, friendlier, more flexible, and far more affordable manner than a traditional business loan. Contact an OptiPay expert today to get started.
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To See How It Works

OptiPay offers several different funding solutions and services, one or more of which charges no interest and has no long lock in contract period, called the Fully Flexible funding option. Conditions, fees and charges apply to some of the Services provided, which may change, or we may introduce new ones in the future. Full details for all funding options (Services) including any fees and charges which may apply, is available on request. Lending criteria apply to approval of credit products. This information does not take your personal objectives, circumstances or needs into account. Consider its appropriateness to these factors before acting on it. Read the funding agreements provided, for your selected funding solution (product/service), including all the Terms and Conditions contained in agreements provided, before proceeding. *T&Cs: Minimum 12-month invoice funding contract with OptiPay. Direct clients only, offer doesn’t apply to broker introduced clients. All standard credit terms and conditions apply including credit assessment. Not applicable to existing clients.

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