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Create a data connection

Updated today

This article explains how to set up a data connection for versions v5.7.19 or later.
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If you need to request an upgrade, please raise a new case online and reference the title of this article.
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You can create data connections in AOI Administrator at various times, particularly after:

  • An upgrade of AOI.

  • Refreshing the app data.

  • A new installation of AOI.

  • A new database.

You've upgraded or refreshed the app data for AOI

You can use the previous data connections again, to do this:

  1. Click the File Explorer icon.

  2. Delete the path in the Address bar.

  3. Enter %appdata% then on your Keyboard, click Enter.

  4. Click AccessAccountingLtd then click AccessOfficeIntegration.

  5. Click AOISettingsBackup.
    ​Note: If the AOISettingsBackup folder isn't present, go back to the AccessAccountingLtd folder and check if there is an AccessOfficeIntegration_Old folder. Open this and the version number folder and continue with step five.

  6. Select AccessAccounts.Shared.DataConnections.xml.

  7. Right-click and select Copy.

  8. Go back to the AccessOfficeIntegration folder and click it.

  9. Click the version number folder.

  10. Right-click and select Paste.

  11. Click Replace the file in the destination then click AOI Administrator.

  12. Click Data Connections.

Create a new data connection

Below takes you through the process of creating different data connections. The first part of the process is the same and then a table is available going through five methods for particular data connection types, with final steps.

  1. Click AOI Administrator.

  2. Select the Office products with AOI or select All.

  3. Select other options if necessary.

  4. Select Data Connections.

  5. Select the Connection Type drop-down and select:

Dimensions

  1. Select the Datasource drop-down and select the data source.

  2. If Windows Authentication is set up, select Windows User.

  3. If not set up, in the Username field, enter the username for Dimensions.

  4. In the Password field, enter the password for Dimensions.

  5. Select the Database drop-down.

  6. Select the Dimensions, SelectHR, or Asset Manager database.

  7. Continue with step 6 after the table.

Hosted: Dimensions

  1. Enter the Username for Hosting services, e.g. DM1234SmithA.
    ​Note: For Access Financials, use the Hosting Admin Username, e.g. DM1234Hosting.Admin.

  2. Enter the Password.

  3. Check the HTTPS Server URL, which is either:

  • aoilive2.accessaCloud.com

  • If you're privately hosted, you have a special URL.

  1. Select the Database drop-down.

  2. Select the Dimensions, Access Supply Chain, SelectPay, or SelectHR database.

  3. Continue with step 6 after the table.

Note: You may need to take a Proxy Server into account and your IT department can help with that.

ADM

To use Access Document Manager in AOI:

  • Enter your ADM Webservice URL and click Validate URL.

If you don’t use ADM, leave this blank and don't click Validate URL otherwise it displays the following error: The ADM Web service is invalid or unavailable.

6. Click Add.

7. In the Data Connections list, select the connection to be the default.

8. Click Make Default then click OK.

9. Click Microsoft Excel, Word, or Outlook and check if an Access tab is available.

If you expect to see the Access INXL tab, there is more information available about this on Access INXL tab not showing in Excel.

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