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Get the Report →Automated Continuous Xero WorkflowMax Replication to MongoDB
Use CData Sync for automated, continuous, customizable Xero WorkflowMax replication to MongoDB.
Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Xero WorkflowMax data into your MongoDB instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.
Configure MongoDB as a Replication Destination
Using CData Sync, you can replicate Xero WorkflowMax data to MongoDB. To add a replication destination, navigate to the Connections tab.
- Click Add Connection.
- Select MongoDB as a destination.
- Enter the necessary connection properties. To connect to MongoDB, set the following:
- Server: Set this to the name or address of the server where your MongoDB instance is running. You can specify the port here or in Port.
- Database: Set this to the database you want to read from and write to.
Connecting to CosmosDB with the MongoDB API
To obtain the connection string needed to connect to a Cosmos DB account using the MongoDB API, log in to the Azure Portal, select Azure Cosmos DB, and select your account. In the Settings section, click Connection String and set the following values.
- Server: Set this to the Host value, the FQDN of the server provisioned for your account. You can also specify the port here or in Port.
- Port: Set this to the port.
- Database: Set this to the database you want to read from and write to.
- User: Set this to the database user.
- Password: Set this to the user's password.
- Click Test Connection to ensure that the connection is configured properly.
- Click Save Changes.
Configure the Xero WorkflowMax Connection
You can configure a connection to Xero WorkflowMax from the Connections tab. To add a connection to your Xero WorkflowMax account, navigate to the Connections tab.
- Click Add Connection.
- Select a source (Xero WorkflowMax).
- Configure the 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.
- Click Connect to ensure that the connection is configured properly.
- Click Save Changes.
Configure Replication Queries
CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.
Replicate Entire Tables
To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.
Customize Your Replication
You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.Schedule Your Replication
In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.
Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Xero WorkflowMax data to MongoDB.