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The Xero ODBC Driver is a powerful tool that allows you to connect with live data from Xero accounting software , directly from any applications that support ODBC connectivity.

Access Xero data like you would a database - read, write, and update Xero Customers, Transactions, Invoices, Sales Receipts, etc. through a standard ODBC Driver interface.

Build a Simple VCL Application for Xero Data



How to build a simple VCL Application to view Xero data in RAD Studio using the CData ODBC Driver for Xero.

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData ODBC Driver for Xero, you gain access to live Xero data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to retrieve and update Xero data. This article will walk through connecting to Xero and creating a simple VCL application with the Form Designer.

Create a Connection to Xero Data

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

You can then follow the steps below to use the Data Explorer to create a FireDAC connection to Xero data.

  1. In a new VCL Forms application, expand the FireDAC node in the Data Explorer.
  2. Right-click the ODBC Data Source node in the Data Explorer.
  3. Click Add New Connection.
  4. Enter a name for the connection.
  5. In the FireDAC Connection Editor that appears, set the DataSource property to the name of the ODBC DSN for Xero.

Create VCL Applications with Connectivity to Xero Data

Follow the procedure below to start executing queries to Xero data from a simple VCL application that displays the results of a query in a grid.

  1. Drop a TFDConnection component onto the form and set the following properties:

    • ConnectionDefName: Select the FireDAC connection to Xero data.
    • Connected: Select True from the menu and, in the dialog that appears, enter your credentials.
  2. Drop a TFDQuery component onto the form and set the properties below:

    • Connection: Set this property to the TFDConnection component, if this component is not already specified.
    • SQL: Click the button in the SQL property and enter a query. For example:

      SELECT Name, SUM(QuantityOnHand) FROM Items GROUP BY Name
    • Active: Set this property to true.
  3. Drop a TDataSource component onto the form and set the following property:

    • DataSet: In the menu for this property, select the name of the TFDQuery component.
  4. Drop a TDBGrid control onto the form and set the following property:

    • DataSource: Select the name of the TDataSource.
  5. Drop a TFDGUIxWaitCursor onto the form — this is required to avoid a run-time error.

You now have an executable application that displays the results of the SQL Query set in the TFDQuery object.