Connecting to your Company Data

The very first thing anyone must do when using XLGL is to connect to a Simply Accounting Company. From time to time, we receive calls (and emails) from people who are unable to connect. In this article, we’ll look at the reasons you may be unable to connect to your Company Data.

The single most probable reason is that your user does not have Third Party Access right. By default, Simply Accounting users do not have the right to access the data from outside of the program. This includes sysadmin.

To assign Third Party Access right:

1. Open your Company Data in Simply Accounting;
2. Go to Setup, Set Up Users & Roles;
3. Enter the password for sysadmin and click OK;
4. Select the user from the list and click Modify User;
5. Under Rights With Third-Party Products, click Read-only access or Read/write access.
6. Click OK.

XLGL only requires Read access, but if you need to use other third-party, you may need to assign Read/write.

The second most encountered problem has to do with the user name. When accessing Simply Accounting, if you have a user called John, it doesn’t make a difference if you use John or john. The user name is not case-sensitive. However, when connecting from outside of Simply Accounting, this is not true anymore. If the user was created as John, you must use John and not john. A good practice is to have all user name in lower case.

Then, of course, there is the wrong password issue. Make sure you got your password correct. Same thing goes with the file. Sometime people make copies of their database, or change the name when they start a new year. Make sure you’re accessing the correct file.

Here’s a quick check list to finish:

1. Make sure you can open the data with Simply Accounting on the same computer where you are using XLGL;
2. Make sure you are opening the correct file;
3. Make sure you have the correct user name and that it’s spelled correctly;
4. Make sure the user has Third Party Access rights;
5. Make sure you have the correct password. Changing you password to something simple (such as 1) can help you find if this is the problem or not.

Did you face a different situation? Please, let us know.

Pierre Alain

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