How do I use the Attachments functionality

Learn when and how to use the Attachments functionality in DataDear.

The attachments functionality is available on selected data tables where an attachment can be uploaded such as in the Xero Invoices data table.

When you download a data table where attachments in the accounting software are possible such as the ‘Invoices’, the Attachments icon becomes available (clickable).
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Download an Attachment

  1. Click on the line in the data table for which the attachment is required

  2. Click the Attachment button

  3. The attachment will be downloaded from the accounting software.

:warning: If no attachment is available, a message will appear image

Download multiple attachments

  1. Click on multiple line in the data table for which the attachment is required

  2. Click the Attachment button

  3. The attachment will be downloaded from the accounting software and presented in a screen listing all the downloaded attachments and these can easily be viewed or downloaded by using the download icon in the first column image.

:bulb: If multiple attachments are required, the Data Copy option might be a more useful tool to get all the attachments from within Xero accounting software.