製品をチェック

無償トライアル:

無償トライアルへ

製品の情報と無償トライアルへ:

Xero WorkflowMax SSIS Components

パワフルなSSIS Source & Destination Components で、SQL Server とXero WorkflowMax をSSIS ワークフローで連携。

Xero WorkflowMax Data Flow Components を使ってXero WorkflowMax のClients、Jobs、Leads、Quotes データを簡単に同期。データ同期、ローカルバックアップ、ワークフロー自動化に最適！

データ連携でお困りですか？

お問い合わせ

記事の内容

関連記事

Export Data from SQL Server to Xero WorkflowMax through SSIS


Easily push SQL Server data to Xero WorkflowMax using the CData SSIS Tasks for XeroWorkflowMax.

古川えりか
コンテンツスペシャリスト

workflowmax ロゴ画像

SSIS

ssis ロゴ画像
SSIS ロゴ画像

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for XeroWorkflowMax allows you to easily transfer Xero WorkflowMax data. In this article you will export data from SQL Server to Xero WorkflowMax.

Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Xero WorkflowMax Destination control to the data flow task.

The source and destination components used in this example. (Salesforce is shown.)

Configure the ADO.NET Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

  1. Open the ADO.NET Source and add a new connection. Enter your server and database information here.
  2. In the Data access mode menu, select "Table or view" and select the table or view to export into Xero WorkflowMax. The SQL Server table to export into Xero WorkflowMax. (Salesforce is shown.)
  3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for XeroWorkflowMax

Follow the steps below to set required connection properties in the Connection Manager.

  1. Create a new connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. Select CData XeroWorkflowMax Connection Manager in the menu.
  3. Configure the connection properties. A typical connection requires:
    • APIKey
    • AccountKey

    WorkflowMax API に接続するには、Xero からAPIKey とAccountKey を取得します。取得については、 Xero のサポートにお問い合わせ頂く必要があります。(https://www.workflowmax.com/contact-us).

    API キーとAccount キーを取得したら、APIKey とAccountKey 接続プロパティの値を設定してください。 これらが設定されれば、接続の準備は完了です。

    The Connection Manager. (Salesforce is shown.)

Configure the Xero WorkflowMax Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Xero WorkflowMax destination table.

  1. Double-click the Xero WorkflowMax destination to open the destination component editor.
  2. In the Connection Managers tab, select the connection manager previously created. The connection manager specified for the destination component. (Salesforce is shown.)
  • Specify the table into which the data will be exported: On the Component Properties tab, enter the table name in the TableName property, under the Custom Properties section. In this case, you will transfer Clients records. The table into which the data will be exported. (Salesforce is shown.)
  • On the Column Mappings tab, configure the mappings from the input columns to the destination columns. The mappings from the SQL Server source to the SSIS destination component. (Salesforce is shown.)

    • Run the Project

    You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.

    The completed export. (Salesforce is shown.)