Prepare, Blend, and Analyze Xero WorkflowMax Data in Alteryx Designer

Alteryx is a software platform that allows people to work with data more easily. When paired with CData Connect Cloud, Alteryx provides instant access to Xero WorkflowMax data from your data automation processes. This article demonstrates how to connect to Xero WorkflowMax using Connect Cloud and work with Xero WorkflowMax data in Alteryx.

CData Connect Cloud offers a dedicated SQL Server interface for Xero WorkflowMax, facilitating data querying without the need for data replication to a native database. With built-in optimized data processing capabilities, CData Connect Cloud efficiently directs all supported SQL operations, including filters and JOINs, straight to Xero WorkflowMax. This harnesses server-side processing to rapidly retrieve the desired Xero WorkflowMax data.

Configure Xero WorkflowMax Connectivity for Alteryx

Connectivity to Xero WorkflowMax from Alteryx is made possible through CData Connect Cloud. To work with Xero WorkflowMax data from Alteryx, we start by creating and configuring a Xero WorkflowMax connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Xero WorkflowMax" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Xero WorkflowMax.

   To connect to the WorkflowMax API, obtain an APIKey and AccountKey from Xero. This can only be done by contacting Xero support (https://www.workflowmax.com/contact-us).

   After obtaining an API Key and Account Key, set the values in the APIKey and AccountKey connection properties. Once these are set, you are ready to connect.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Xero WorkflowMax Connection page and update the User-based permissions.

Connect to Xero WorkflowMax from Alteryx

Once you establish a connection to Xero WorkflowMax in Connect Cloud, you are ready to work with Xero WorkflowMax data in Alteryx. To begin, download the ODBC Driver for CData Connect.

1. In the ODBC Driver for CData Connect, select OAuth and click Test Connection. Then enter your CData Connect Cloud Credentials and Sign in.
2. Open Alteryx Designer and create a new workflow.
3. Drag and drop a new input data tool onto the workflow.
4. Click the drop down under Connect a File or Database and select the Data sources tab.
5. Navigate to the end of the page and click on ODBC under Generic connection.
6. Select the DSN that you configured for use in Alteryx.
7. In the wizard that opens, drag and drop the table to be queried in the Query Builder box. Select the fields by checking the boxes that you wish to include in your query. Where possible, the complex queries generated by the filters and aggregations will be pushed down to your data source, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL engine embedded in the connector.

To further customize the dataset, you can open the SQL Editor and modify the query manually, adding clauses, aggregations, and other operations to ensure that you are retrieving exactly the data desired.

With the query defined, you are ready to work with your data in Alteryx Designer.

Get CData Connect Cloud

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