Xero WorkflowMax Python Connector

Read, Write, and Update Xero WorkflowMax with Python

Easily connect Python-based Data Access, Visualization, ORM, ETL, AI/ML, and Custom Apps with Xero WorkflowMax!

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Python Connector Libraries for Xero WorkflowMax Data Connectivity. Integrate Xero WorkflowMax with popular Python tools like Pandas, SQLAlchemy, Dash & petl. Easy-to-use Python Database API (DB-API) Modules connect Xero WorkflowMax data with Python and any Python-based applications.


  • SQL access to the Xero WorkflowMax API
  • Use SQL Stored Procedures to perform actions like creating job estimates & quotes, uploading documents, and more
  • Powerful metadata querying enables SQL-like access to non-database sources
  • Push down query optimization pushes SQL operations down to the server whenever possible, increasing performance
  • Client-side query execution engine, supports SQL-92 operations that are not available server-side
  • Connect to live Xero WorkflowMax data, for real-time data access
  • Full support for data aggregation and complex JOINs in SQL queries
  • Secure connectivity through modern cryptography, including TLS 1.2, SHA-256, ECC, etc.
  • Seamless integration with leading BI, reporting, and ETL tools and with custom applications


  • Python Database API (DB-API) Modules for Xero WorkflowMax with bi-directional access.
  • Write SQL, get Xero WorkflowMax data. Access Xero WorkflowMax through standard Python Database Connectivity.
  • Integration with popular Python tools like Pandas, SQLAlchemy, Dash & petl.
  • Simple command-line based data exploration of Xero WorkflowMax Clients, Jobs, Leads, Quotes, and more!
  • Full Unicode support for data, parameter, & metadata.

CData Python Connectors in Action!

Watch the video overview for a first hand-look at the powerful data integration capabilities included in the CData Python Connectors.


Python Connectivity with Xero WorkflowMax

Full-featured and consistent SQL access to any supported data source through Python

  • Universal Python Xero WorkflowMax Connectivity

    Easily connect to Xero WorkflowMax data from common Python-based frameworks, including:

    • Data Analysis/Visualization: Jupyter Notebook, pandas, Matplotlib
    • ORM: SQLAlchemy, SQLObject, Storm
    • Web Applications: Dash, Django
    • ETL: Apache Airflow, Luigi, Bonobo, Bubbles, petl
  • Popular Tooling Integration

    The Xero WorkflowMax Connector integrates seamlessly with popular data science and developer tooling like Anaconda, Visual Studio Python IDE, PyCharm, and more. Real Python,

  • Replication and Caching

    Our replication and caching commands make it easy to copy data to local and cloud data stores such as Oracle, SQL Server, Google Cloud SQL, etc. The replication commands include many features that allow for intelligent incremental updates to cached data.

  • String, Date, Numeric SQL Functions

    The Xero WorkflowMax Connector includes a library of 50 plus functions that can manipulate column values into the desired result. Popular examples include Regex, JSON, and XML processing functions.

  • Collaborative Query Processing

    Our Python Connector enhances the capabilities of Xero WorkflowMax with additional client-side processing, when needed, to enable analytic summaries of data such as SUM, AVG, MAX, MIN, etc.

  • Easily Customizable and Configurable

    The data model exposed by our Xero WorkflowMax Connector can easily be customized to add or remove tables/columns, change data types, etc. without requiring a new build. These customizations are supported at runtime using human-readable schema files that are easy to edit.

  • Enterprise-class Secure Connectivity

    Includes standard Enterprise-class security features such as TLS/ SSL data encryption for all client-server communications.

Connecting to Xero WorkflowMax with Python

CData Python Connectors leverage the Database API (DB-API) interface to make it easy to work with Xero WorkflowMax from a wide range of standard Python data tools. Connecting to and working with your data in Python follows a basic pattern, regardless of data source:

  • Configure the connection properties to Xero WorkflowMax
  • Query Xero WorkflowMax to retrieve or update data
  • Connect your Xero WorkflowMax data with Python data tools.

Connecting to Xero WorkflowMax in Python

To connect to your data from Python, import the extension and create a connection:

import cdata.xeroworkflowmax as mod
conn = mod.connect("[email protected]; Password=password;")

#Create cursor and iterate over results
cur = conn.cursor()
cur.execute("SELECT * FROM Clients")
rs = cur.fetchall()
for row in rs:

Once you import the extension, you can work with all of your enterprise data using the python modules and toolkits that you already know and love, quickly building apps that help you drive business.

Visualize Xero WorkflowMax Data with pandas

The data-centric interfaces of the Xero WorkflowMax Python Connector make it easy to integrate with popular tools like pandas and SQLAlchemy to visualize data in real-time.

engine = create_engine("xeroworkflowmax///Password=password&User=user")

df = pandas.read_sql("SELECT * FROM Clients", engine)


More Than Read-Only: Full Update/CRUD Support

Xero WorkflowMax Connector goes beyond read-only functionality to deliver full support for Create, Read Update, and Delete operations (CRUD). Your end-users can interact with the data presented by the Xero WorkflowMax Connector as easily as interacting with a database table.