Live data access from Xero WorkflowMax to Microsoft Excel

Unlock your data initiatives with live access to the data users need within any app or platform.

Provide safe, governed access to the data your teams need in a no/low-code interface, so they can access live data within the app, tool, or spreadsheet of their choice, accelerating analytics, business intelligence, and reporting.

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Xero WorkflowMax:
Xero WorkflowMax is a cloud-based project management software designed to help businesses streamline their workflow processes. With features such as job tracking, time tracking, invoicing, and reporting, WorkflowMax allows users to efficiently manage projects from start to finish. It integrates seamlessly with Xero accounting software for a complete business management solution.

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Microsoft Excel:
Microsoft Excel is a powerful spreadsheet program that allows users to organize, analyze, and visualize data in a user-friendly interface. With features such as formulas, charts, and pivot tables, Excel is widely used in business, finance, and academia for tasks ranging from budgeting and forecasting to data analysis and reporting.

Discover, blend, and access data from Xero WorkflowMax in Microsoft Excel

CData Connect Cloud provides a collaborative. live data access and connection platform that empowers data users to use data securely in their preferred tools, while maintaining data governance controls for technical experts. Connect Cloud provides a live copy of the data without actual data movement. Enable every stakeholder in the organization to always have access to the data they need without constantly submitting request tickets.

  • Sophisticated connection to Xero WorkflowMax with built-in query engines that enable advanced connection capabilities, which won't break over time.
  • Data governance controls to protect data in Xero WorkflowMax with transparent role-based access rules.
  • Create and save purpose-built views of data for specific uses in Microsoft Excel that update with changes to Xero WorkflowMax.
  • Work with virtual dataset views of Xero WorkflowMax data instead of entire tables and datasets.
  • Blend, customize, and rearrange data in Connect Cloud so its ready for Microsoft Excel.

Access Xero WorkflowMax in Microsoft Excel
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Xero WorkflowMax to Microsoft Excel Features


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No data movement required

Ditch the complicated ETL/ELT data integration tools and skip right to using data in the tool you need.

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Powerful user-based access controls for centralized data governance

Grant unlimited self-serve data access to users without the possibility of accidentally viewing, altering, or deleting data.

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Any data, any application – available in familiar rows and columns

Connect Cloud does the hard work of translating any source connection to tables that can be read by SQL or analyzed in a spreadsheet.

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