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This article shows how to use only the Entity Framework and the CData ADO.NET provider to access Xero from an ASP.NET MVC application.
In this article, we will guide you through the process of utilizing wizards within Visual Studio to seamlessly integrate the CData ADO.NET Provider for Xero into a basic MVC (Model, View, Controller) project.
About Xero Data Integration
Accessing and integrating live data from Xero has never been easier with CData. Customers rely on CData connectivity to:
- Connect to Xero Accounts and both US and Australian Payroll APIs.
- Read, write, update, and delete ServiceNow objects like Customers, Transactions, Invoices, Sales Receipts and more.
- Use SQL stored procedures for actions like adding items to a cart, submitting orders, and downloading attachments.
- Work with accounting, payroll, file, fixed asset, and project data.
Customers regularly integrate their Xero data with preferred tools, like Tableau, Qlik Sense, or Excel, and integrate Xero data into their database or data warehouse.
Getting Started
Create the Entity Framework Model
Follow the steps below to save connection properties and map tables to entities in the data model.
- Create a new MVC project in Visual Studio. In this example, the project name is MvcXeroApp.
If you are using Entity Framework 6, you will need to take the preliminary step of registering the Xero Entity Framework provider for your project. See the "LINQ and Entity Framework" chapter in the help documentation for a guide.
Note that MVC 3 scaffolding and MVC 4 scaffolding do not support Entity Framework 6. You can use your scaffolding with Entity Framework 6 by upgrading to the latest version of MVC.- To add the .edmx file from the designer, right-click your Models folder and click Add New Item. Select ADO.NET Entity Data Model, name the model, and click Add. In this example, the name of the model is XeroModel.
- In the Entity Data Model wizard, select the option 'EF Designer from database'. The Entity Data Model wizard is displayed.
- Click New Connection. Select CData Xero Data Source in the dialog that is displayed.
Specify the required connection string properties.
To connect, set the Schema connection property in addition to any authentication values. Xero offers authentication for private applications, public applications, and partner applications. You will need to set the XeroAppAuthentication property to PUBLIC, PRIVATE, or PARTNER, depending on the type of application configured. To connect from a private application, you will additionally need to set the OAuthAccessToken, OAuthClientId, OAuthClientSecret, CertificateStoreType, CertificateStore, and CertificateStorePassword.
To connect from a public or partner application, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL, or you can register an app to obtain your own OAuth values.
See the "Getting Started" chapter of the help documentation for a guide to authenticating to Xero.
Name the connection and select whether to include sensitive information, such as connection credentials, in the connection string. For simplicity, this example saves sensitive information in Web.config. The connection settings are saved as XeroEntities.
- Select the tables and views you need. In this example, Items is imported. Also, the option to pluralize object names is deselected in this example. Click Finish to create the .edmx file.
- Build your project to complete this step.
Scaffold the Controller and Views
Once you've established the model and completed the project build, you can employ ASP.NET Scaffolding wizards to generate both the controller and the views.
- In Solution Explorer, right-click the controllers folder and click Add -> Controller. Select MVC 5 Controller with views, using Entity Framework.
- In the Add Controller dialog that is then displayed, select the following options:
- Model class: Select a table you imported; for example, Items.
- Data context class: Select your context class.
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Leave the default values for the other fields.