Connect to Xero WorkflowMax Data in RazorSQL

The CData JDBC Driver for Xero WorkflowMax enables standards-based access from third-party tools, from wizards in IDEs to data management and analysis tools. This article shows how to connect to Xero WorkflowMax using wizards in RazorSQL.

Create a JDBC Data Source for Xero WorkflowMax Data

1. Open the RazorSQL application and, in the Connections menu, select Add Connection Profile -> Other -> JDBC.
2. In the Connection Wizard that appears, set the following properties:
   • Driver Location: Set this property to the path to the lib subfolder in the installation directory.
   • Driver Class: Set the driver class to cdata.jdbc.xeroworkflowmax.XeroWorkflowMaxDriver.
   • Username: Enter the username. (This property can also be set in the JDBC URL.)
   • Password: Enter the password. (This property can also be set in the JDBC URL.)

   • JDBC URL: Enter connection parameters. The JDBC URL begins with jdbc:xeroworkflowmax: and is followed by a semicolon-separated list of connection properties.

     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 and Select Tables

After establishing a connection, the wizard will close and the connection will be available in the connections panel. You can then query the tables.