Access Live Xero WorkflowMax Data in Google Sheets

Google Sheets is a web-based spreadsheet program provided by Google. When integrated with CData Connect Cloud, you can effortlessly gain access to Xero WorkflowMax data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Xero WorkflowMax within your Connect Cloud instance and accessing live Xero WorkflowMax data seamlessly within Google Sheets.

CData Connect Cloud offers a seamless cloud-to-cloud interface designed for Xero WorkflowMax, enabling effortless access to live Xero WorkflowMax data directly within Google Sheets. Use the dedicated Connect Cloud Google Sheets Plug-In to connect with live Xero WorkflowMax data. With built-in optimized data processing, CData Connect Cloud efficiently channels all supported query operations, including filters, JOINs, and more, directly to Xero WorkflowMax. This leverages server-side processing to promptly retrieve the desired Xero WorkflowMax data.

Configure Xero WorkflowMax Connectivity for Google Sheets

Connectivity to Xero WorkflowMax from Google Sheets is made possible through CData Connect Cloud. To work with Xero WorkflowMax data from Google Sheets, 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.

With the connection configured, you are ready to connect to Xero WorkflowMax data from Google Sheets.

Access Live Xero WorkflowMax Data from Google Sheets

The steps below outline connecting to CData Connect Cloud from Google Sheets to access live Xero WorkflowMax data.

1. Log into Google Sheets, create a new sheet (or open an existing one).
2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
3. Search for CData Connect Cloud Add-On and install the Add-on.
4. Authorize the Add-On.
5. Back in Google Sheets, click Add-ons and open the CData Connect Cloud Add-On.
6. In the Add-On panel, click Authorize to authenticate with your CData Connect Cloud instance
7. In the CData Connect Cloud panel in Google Sheets, click Import
8. Choose a Connection (e.g. XeroWorkflowMax1), Table (e.g. Clients, and Columns to import
9. Optionally add Filters, Sorting, and a Limit
10. Click Execute to import the data

Live Access to Xero WorkflowMax Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Xero WorkflowMax data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.