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Query, Visualize, and Share live Xero Data in Redash


Use CData Connect Cloud to connect to live Xero data in Redash for querying, visualizing, and sharing.

Redash is a collaboration tool that lets you query, visualize, and share your data. When paired with CData Connect Cloud, Redash gets access to live Xero data. This article demonstrates how to connect to Xero using Connect Cloud and work with live Xero data in Redash.

CData Connect Cloud provides a pure SQL Server interface for Xero, allowing you to query data from Xero without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Xero, leveraging server-side processing to return the requested Xero data quickly.

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


Configure Xero Connectivity for Redash

Connectivity to Xero from Redash is made possible through CData Connect Cloud. To work with Xero data in Redash, we start by creating and configuring a Xero connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Xero" from the Add Connection panel
  3. Xero uses OAuth to authenticate. Click "Sign in" to authenticate with Xero.
  4. Navigate to the Permissions tab in the Add Xero Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your PAT a name and click Create.
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to Xero from Redash using Connect Cloud

To establish a connection from Redash to CData Connect Cloud using the SQL Server API, follow these steps.

  1. Log into Redash.
  2. Click the settings widget on the top right.
  3. Click New Data Source.
  4. Select Microsoft SQL Server as the Data Source Type.
  5. On the configuration tab, set the following properties:
    • Database Name: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, Salesforce1).
    • Server: enter the virtual SQL Server host name (tds.cdata.com)
    • User: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
    • Password: enter the PAT you generated on the Settings page.
    • Port: enter 14333
  6. Click Create.
  7. Click Test Connection to ensure that the connection is configured properly.

You can now work with live Xero data in Redash.

Get CData Connect Cloud

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from Redash, try CData Connect Cloud today!

Ready to get started?

Learn more about CData Connect Cloud or sign up for free trial access:

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