Connect to Xero WorkflowMax Data in NetBeans

The CData JDBC Driver for Xero WorkflowMax integrates connectivity to live Xero WorkflowMax data in IDEs that support JDBC. The JDBC standard enables you to use built-in data access wizards and other tools supporting rapid development. This article shows how to connect to Xero WorkflowMax data in NetBeans. You will create a connection and edit and save Xero WorkflowMax data in the Table Editor.

Create a JDBC Data Source for Xero WorkflowMax in NetBeans

To create the JDBC data source, expand the Database node in the Service window, right-click the Drivers node, and select New Driver. In the New Driver wizard that results, enter the following information:

• Driver File(s): Click Add and, in the file explorer dialog that appears, select the cdata.jdbc.xeroworkflowmax.jar file. The driver JAR is located in the lib subfolder of the installation directory.
• Driver Class: Click Find to search for the driver class inside the JAR. Then select cdata.jdbc.xeroworkflowmax.XeroWorkflowMaxDriver from the menu.
• Name: Enter the name for the driver.

Define Connection Parameters

Follow the steps below to define required connection properties:

1. In the Service window, right-click the Database node and click New Connection.

2. In the New Connection Wizard, enter the following connection properties:

   • Driver Name: In the menu, select the CData JDBC Driver for Xero WorkflowMax.
   • User Name: Enter the username. This can also be defined in the JDBC URL.
   • Password: Enter the password. This can also be defined in the JDBC URL.

   • JDBC URL: Specify the JDBC URL.

     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.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Xero WorkflowMax JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.xeroworkflowmax.jar

     Fill in the connection properties and copy the connection string to the clipboard.

     A typical JDBC URL is the following:

     jdbc:xeroworkflowmax:APIKey=myApiKey;AccountKey=myAccountKey;

Query Xero WorkflowMax Data

To connect to Xero WorkflowMax data, right-click the connection in the Database node and click Connect. After the connection is established, you can expand it to discover schema information.

To load a table in the Data Views window, right-click the table and then click View Data. You can also insert, update, or delete records in the Data Views window.