Xero WorkflowMax Integration Guides and Tutorials

A list of guides and tutorials for connecting to and working with live Xero WorkflowMax data.

CData Software's connectivity tools enable users to connect directly to live Xero WorkflowMax data data from widely-used BI, analytics, ETL, and custom applications, ensuring that our customers can access their data wherever they desire. Below, you'll find a collection of guides and tutorials on integrating with live Xero WorkflowMax data.

Integration Use-Cases

Click below to jump to articles related to specific integration use-case.

Business Intelligence & Analytics - charting, reports, and more (Tableau, Power BI, Amazon QuickSight, etc.)
ETL & Replication - moving and replicating data (CData Sync, AWS Glue, Oracle Data Integrator, etc.)
Data Virtualization - retrieving and manipulating data (DbVisualizer, SQL Server PolyBase, etc.)
Software Development - developing custom applications (.NET, AngularJS, Ruby, Python, etc.)
Data Management - managing data (DBArtisan, RazorSQL, SQuirreL, etc.)
Workflow Automation - building automated workflows (SSIS, Power Automate, etc.)

Business Intelligence & Analytics

Product	Technology	Article Title
Alteryx Designer	ODBC	Prepare, Blend, and Analyze Xero WorkflowMax in Alteryx Designer (ODBC)
Alteryx Designer	Connect Cloud	Work with Live Xero WorkflowMax Data in Alteryx Designer (Connect Cloud)
Amazon QuickSight	Connect Cloud	Build Interactive Dashboards from Xero WorkflowMax Data in Amazon QuickSight
Amazon SageMaker	Connect Cloud	Integrate Live Xero WorkflowMax data into Amazon SageMaker Canvas
Aqua Data Studio	JDBC	Connect to Xero WorkflowMax in Aqua Data Studio
AWS Databricks	JDBC	Process & Analyze Xero WorkflowMax Data in Databricks (AWS)
Azure Analysis Services	Connect Cloud	Model Xero WorkflowMax Data Using Azure Analysis Services
Birst	JDBC	Build Visualizations of Xero WorkflowMax in Birst
BIRT	JDBC	Design BIRT Reports on Xero WorkflowMax
Clear Analytics	ODBC	Build Charts with Xero WorkflowMax in Clear Analytics
Cognos Analytics (On-Prem)	Connect Cloud	Analyze Xero WorkflowMax Data in Cognos Analytics
DBxtra	ODBC	Build Dashboards with Xero WorkflowMax in DBxtra
Domo	ODBC	Create Datasets from Xero WorkflowMax in Domo Workbench
Dundas BI	ODBC	Build Dashboards with Xero WorkflowMax in Dundas BI
Excel (on Mac OS)	ODBC	Work with Xero WorkflowMax Data in MS Excel on Mac OS X
FineReport	JDBC	Feed Xero WorkflowMax into FineReport
Google Sheets	Connect Cloud	Access Live Xero WorkflowMax Data in Google Sheets
IBM Cognos BI	ODBC	Create Data Visualizations in Cognos BI with Xero WorkflowMax
Infragistics Reveal	Connect Cloud	Analyze Xero WorkflowMax Data in Infragistics Reval
JasperServer	JDBC	Create Xero WorkflowMax Reports on JasperReports Server
Jaspersoft BI Suite	JDBC	Connect to Xero WorkflowMax in Jaspersoft Studio
JReport Designer	JDBC	Integrate with Xero WorkflowMax in JReport Designer
Klipfolio	Connect Cloud	Create Xero WorkflowMax-Connected Visualizations in Klipfolio
KNIME	JDBC	Enable the Xero WorkflowMax JDBC Driver in KNIME
LINQPad	ADO.NET	Working with Xero WorkflowMax in LINQPad
Looker	Connect Cloud	Analyze Xero WorkflowMax Data in Looker
Looker Studio	Connect Cloud	Create Reports from Xero WorkflowMax Data in Looker Studio
Metabase	Connect Cloud	Create Interactive Xero WorkflowMax-Connected Metabase Dashboards
Microsoft Excel	Connect Cloud	Access Live Xero WorkflowMax Data in Excel Desktop
Microsoft Excel for the Web	Connect Cloud	Access Live Xero WorkflowMax Data in Excel for the Web
Microsoft SSAS	ADO.NET	Build an OLAP Cube in SSAS from Xero WorkflowMax
MicroStrategy	Connect Cloud	Connect to Live Xero WorkflowMax Data in MicroStrategy through Connect Cloud
MicroStrategy	JDBC	Use the CData JDBC Driver for Xero WorkflowMax in MicroStrategy
Microstrategy Desktop	JDBC	Use the CData JDBC Driver for Xero WorkflowMax in MicroStrategy Desktop
Microstrategy Web	JDBC	Use the CData JDBC Driver for Xero WorkflowMax in MicroStrategy Web
Mode Analytics	Connect Cloud	Create Xero WorkflowMax-Connected Visualizations in Mode
OBIEE	JDBC	Xero WorkflowMax Reporting in OBIEE with the Xero WorkflowMax JDBC Driver
pandas	Python	Use pandas to Visualize Xero WorkflowMax in Python
Pentaho Report Designer	JDBC	Integrate Xero WorkflowMax in the Pentaho Report Designer
Power BI Desktop	Power BI	Author Power BI Reports on Real-Time Xero WorkflowMax
Power BI Service	Connect Cloud	Visualize Live Xero WorkflowMax Data in the Power BI Service
Power Pivot	Connect Cloud	Access Xero WorkflowMax Data in Microsoft Power Pivot
Power Query	Connect Cloud	Access Xero WorkflowMax Data in Microsoft Power Query
Qlik Cloud	Connect Cloud	Create Apps from Xero WorkflowMax Data in Qlik Sense Cloud
QlikView	ODBC	Connect to and Query Xero WorkflowMax in QlikView over ODBC
R	JDBC	Analyze Xero WorkflowMax in R (JDBC)
R	ODBC	Analyze Xero WorkflowMax in R (ODBC)
RapidMiner	JDBC	Connect to Xero WorkflowMax in RapidMiner
Redash	Connect Server	Build Xero WorkflowMax-Connected Dashboards in Redash
SAP Analytics Cloud	Connect Cloud	Analyze Xero WorkflowMax Data in SAP Analytics Cloud
SAP Business Objects	JDBC	Create an SAP BusinessObjects Universe on the CData JDBC Driver for Xero WorkflowMax
SAP Crystal Reports	JDBC	Publish Reports with Xero WorkflowMax in Crystal Reports
SAS	ODBC	Use the CData ODBC Driver for Xero WorkflowMax in SAS for Real-Time Reporting and Analytics
SAS JMP	ODBC	Use the CData ODBC Driver for Xero WorkflowMax in SAS JMP
SAS Viya	Connect Cloud	Analyze Live Xero WorkflowMax Data in SAS Viya
Sisense	JDBC	Visualize Live Xero WorkflowMax in Sisense
Spago BI	JDBC	Connect to Xero WorkflowMax in SpagoBI
Tableau	Tableau	Visualize Xero WorkflowMax in Tableau Desktop
Tableau Cloud	Connect Cloud	Build Xero WorkflowMax Visualizations in Tableau Cloud
Tableau Server	Tableau	Publish Xero WorkflowMax-Connected Dashboards in Tableau Server
TIBCO Spotfire	ADO.NET	Visualize Xero WorkflowMax in TIBCO Spotfire through ADO.NET
TIBCO Spotfire	Connect Server	Visualize Xero WorkflowMax Data in TIBCO Spotfire
TIBCO Spotfire Server	JDBC	Operational Reporting on Xero WorkflowMax from Spotfire Server
Visio	ODBC	Link Visio Shapes to Xero WorkflowMax
Zoho Analytics	Connect Cloud	Create Xero WorkflowMax-Connected Dashboards in Zoho Analytics

ETL & Replication

Product	Technology	Article Title
Airbyte	Connect Cloud	Connect to Xero WorkflowMax Data in Airbyte ELT Pipelines
Amazon Redshift	CData Sync	Automated Continuous Xero WorkflowMax Replication to Amazon Redshift
Amazon S3	CData Sync	Automated Continuous Xero WorkflowMax Replication to Amazon S3
Apache Airflow	JDBC	Bridge Xero WorkflowMax Connectivity with Apache Airflow
Apache Camel	JDBC	Integrate with Xero WorkflowMax using Apache Camel
Apache Cassandra	CData Sync	Automated Continuous Xero WorkflowMax Replication to Apache Cassandra
Apache Kafka	CData Sync	Automated Continuous Xero WorkflowMax Replication to Apache Kafka
Apache NiFi	JDBC	Bridge Xero WorkflowMax Connectivity with Apache NiFi
Apache NiFi Batch Operations	JDBC	Perform Batch Operations with Xero WorkflowMax Data in Apache NiFi
AWS Glue	Connect Cloud	Build ETL Jobs with Xero WorkflowMax Data in AWS Glue Jobs
Azure Data Factory	Connect Cloud	Import Xero WorkflowMax Data Using Azure Data Factory
Azure Data Lake	CData Sync	Automated Continuous Xero WorkflowMax Replication to Azure Data Lake
Azure Synapse	CData Sync	Automated Continuous Xero WorkflowMax Replication to Azure Synapse
BIML	SSIS	Use Biml to Build SSIS Tasks to Replicate Xero WorkflowMax to SQL Server
CloverDX	JDBC	Connect to Xero WorkflowMax in CloverDX (formerly CloverETL)
Couchbase	CData Sync	Automated Continuous Xero WorkflowMax Replication to Couchbase
CSV	CData Sync	Automated Continuous Xero WorkflowMax Replication to Local Delimited Files
Databricks	CData Sync	Automated Continuous Xero WorkflowMax Replication to Databricks
FoxPro	ODBC	Work with Xero WorkflowMax in FoxPro
Google AlloyDB	CData Sync	Automated Continuous Xero WorkflowMax Replication to Google AlloyDB
Google BigQuery	CData Sync	Automated Continuous Xero WorkflowMax Replication to Google BigQuery
Google Cloud SQL	CData Sync	Automated Continuous Xero WorkflowMax Replication to Google Cloud SQL
Google Data Fusion	JDBC	Build Xero WorkflowMax-Connected ETL Processes in Google Data Fusion
Heroku / Salesforce Connect	CData Sync	Replicate Xero WorkflowMax for Use in Salesforce Connect
HULFT Integrate	JDBC	Connect to Xero WorkflowMax in HULFT Integrate
IBM DB2	CData Sync	Automated Continuous Xero WorkflowMax Replication to IBM DB2
Informatica Cloud	JDBC	Integrate Xero WorkflowMax in Your Informatica Cloud Instance
Informatica PowerCenter	JDBC	Create Informatica Mappings From/To a JDBC Data Source for Xero WorkflowMax
Jaspersoft ETL	JDBC	Connect to Xero WorkflowMax in Jaspersoft Studio
Microsoft Access	CData Sync	Automated Continuous Xero WorkflowMax Replication to Microsoft Access
Microsoft Azure Tables	CData Sync	Automated Continuous Xero WorkflowMax Replication to Azure SQL
Microsoft Excel	Excel	Transfer Data from Excel to Xero WorkflowMax
Microsoft Power Automate	Connect Cloud	Build Xero WorkflowMax-Connected Automated Tasks with Power Automate (Desktop)
MongoDB	CData Sync	Automated Continuous Xero WorkflowMax Replication to MongoDB
MySQL	CData Sync	Automated Continuous Xero WorkflowMax Replication to MySQL
Oracle Data Integrator	JDBC	ETL Xero WorkflowMax in Oracle Data Integrator
Oracle Database	CData Sync	Automated Continuous Xero WorkflowMax Replication to Oracle
petl	Python	Extract, Transform, and Load Xero WorkflowMax in Python
PostgreSQL	CData Sync	Automated Continuous Xero WorkflowMax Replication to PostgreSQL
Replicate to MySQL	PowerShell	Replicate Xero WorkflowMax to MySQL with PowerShell
SAP HANA	CData Sync	Automated Continuous Xero WorkflowMax Replication to SAP HANA
SingleStore	CData Sync	Automated Continuous Xero WorkflowMax Replication to SingleStore
SnapLogic	JDBC	Integrate Xero WorkflowMax with External Services using SnapLogic
Snowflake	CData Sync	Automated Continuous Xero WorkflowMax Replication to Snowflake
SQL Server	CData Sync	Automated Continuous Xero WorkflowMax Replication to SQL Server
SQL Server Linked Server	Connect Cloud	Connect to Xero WorkflowMax Data as a SQL Server Linked Server
SQLite	CData Sync	Automated Continuous Xero WorkflowMax Replication to SQLite
Talend	JDBC	Connect to Xero WorkflowMax and Transfer Data in Talend
UiPath Studio	ODBC	Create an RPA Flow that Connects to Xero WorkflowMax in UiPath Studio
Vertica	CData Sync	Automated Continuous Xero WorkflowMax Replication to a Vertica Database

Data Virtualization

Product	Technology	Article Title
Access Linked Tables	ODBC	Update Xero WorkflowMax with a Microsoft Access Linked Table
APOS Live Data Gateway	JDBC	Build Semantic Layer Views for Xero WorkflowMax (JDBC)
APOS Live Data Gateway	Connect Cloud	Build Semantic Layer Views for Xero WorkflowMax Data (Connect Cloud)
Denodo	JDBC	Create A Data Source for Xero WorkflowMax in Denodo Platform
Dremio	JDBC	Connect to Xero WorkflowMax as an External Source in Dremio
MySQL Federated Tables	ODBC	Connect to Xero WorkflowMax as Federated Tables in MySQL
Oracle Database	ODBC	Access Xero WorkflowMax as a Remote Oracle Database
PostgreSQL FDW	JDBC	A PostgreSQL Interface for Xero WorkflowMax
Salesforce Connect	Connect Cloud	Edit and Search Xero WorkflowMax External Objects in Salesforce Connect
SQL Server Linked Servers	ODBC	Connect to Xero WorkflowMax as a Linked Server
SQL Server PolyBase	Connect Cloud	Connect to Xero WorkflowMax Data using PolyBase with Connect Cloud
SQL Server PolyBase	ODBC	Connect to Xero WorkflowMax as an External Data Source using PolyBase
TIBCO Data Virtualization	TIBCO DV	Access Live Xero WorkflowMax Data in TIBCO Data Virtualization

Software Development

Product	Technology	Article Title
.NET Charts	ADO.NET	DataBind Charts to Xero WorkflowMax
.NET QueryBuilder	ODBC	Rapidly Develop Xero WorkflowMax-Driven Apps with Active Query Builder
Angular JS	Connect Server	Using AngularJS to Build Dynamic Web Pages with Xero WorkflowMax
Apache Spark	JDBC	Work with Xero WorkflowMax in Apache Spark Using SQL
AppSheet	Connect Cloud	Create Xero WorkflowMax-Connected Business Apps in AppSheet
Bubble.io	Connect Cloud	Build Xero WorkflowMax-Connected Apps in Bubble
C++Builder	ODBC	DataBind Controls to Xero WorkflowMax Data in C++Builder
Choreo	Connect Cloud	Build Custom Apps on Xero WorkflowMax Data in Choreo
ColdFusion	JDBC	Query Xero WorkflowMax in ColdFusion Using JDBC
ColdFusion	ODBC	Query Xero WorkflowMax in ColdFusion Using ODBC
Dash	Python	Use Dash & Python to Build Web Apps on Xero WorkflowMax
Delphi	ODBC	DataBind Controls to Xero WorkflowMax Data in Delphi
DevExpress	ADO.NET	DataBind Xero WorkflowMax to the DevExpress Data Grid
EF - Code First	ADO.NET	Access Xero WorkflowMax with Entity Framework 6
EF - LINQ	ADO.NET	LINQ to Xero WorkflowMax
EF - MVC	ADO.NET	Build MVC Applications with Connectivity to Xero WorkflowMax
Filemaker Pro	ODBC	Bidirectional Access to Xero WorkflowMax from FileMaker Pro
Filemaker Pro (on Mac)	JDBC	Bidirectional Access to Xero WorkflowMax from FileMaker Pro (on Mac)
Go	ODBC	Write a Simple Go Application to work with Xero WorkflowMax on Linux
Google Apps Script	Connect Cloud	Connect to Xero WorkflowMax Data in Google Apps Script
Hibernate	JDBC	Object-Relational Mapping (ORM) with Xero WorkflowMax Entities in Java
IntelliJ	JDBC	Connect to Xero WorkflowMax in IntelliJ
JBoss	JDBC	Connect to Xero WorkflowMax from a Connection Pool in JBoss
JDBI	JDBC	Create a Data Access Object for Xero WorkflowMax using JDBI
JRuby	JDBC	Connect to Xero WorkflowMax in JRuby
Mendix	Connect Cloud	Build Xero WorkflowMax-Connected Apps in Mendix
Microsoft Power Apps	Connect Cloud	Integrate Live Xero WorkflowMax Data into Custom Business Apps Built in Power Apps
NodeJS	Connect Cloud	Query Xero WorkflowMax Data in Node.js (via Connect Cloud)
NodeJS	ODBC	Query Xero WorkflowMax through ODBC in Node.js
OutSystems	Connect Cloud	Create Xero WorkflowMax-Connected Enterprise Applications in OutSystems
PHP	Connect Server	Access Xero WorkflowMax in PHP through Connect Server
PHP	ODBC	Natively Connect to Xero WorkflowMax in PHP
PowerBuilder	ADO.NET	Connect to Xero WorkflowMax from PowerBuilder
PowerShell	PowerShell	Pipe Xero WorkflowMax to CSV in PowerShell
PyCharm	ODBC	Using the CData ODBC Driver for Xero WorkflowMax in PyCharm
Python	ODBC	Connect to Xero WorkflowMax in Python on Linux/UNIX
React	Connect Server	Build Dynamic React Apps with Xero WorkflowMax Data
Ruby	ODBC	Connect to Xero WorkflowMax in Ruby
RunMyProcess	Connect Cloud	Connect to Xero WorkflowMax Data in RunMyProcess
RunMyProcess DSEC	JDBC	Connect to Xero WorkflowMax in DigitalSuite Studio through RunMyProcess DSEC
SAP UI5	Connect Server	Integrate Real-Time Access to Xero WorkflowMax in SAPUI5 MVC Apps
Servoy	JDBC	Build Xero WorkflowMax-Connected Apps in Servoy
Spring Boot	JDBC	Access Live Xero WorkflowMax Data in Spring Boot Apps
SQLAlchemy	Python	Use SQLAlchemy ORMs to Access Xero WorkflowMax in Python
Tomcat	JDBC	Configure the CData JDBC Driver for Xero WorkflowMax in a Connection Pool in Tomcat
Unqork	Connect Cloud	Create Xero WorkflowMax-Connected Applications in Unqork
VCL App (RAD Studio)	ODBC	Build a Simple VCL Application for Xero WorkflowMax
WebLogic	JDBC	Connect to Xero WorkflowMax from a Connection Pool in WebLogic

Data Management

Product	Technology	Article Title
Apache Solr	JDBC	Import Xero WorkflowMax Data into Apache Solr
DB Artisan	JDBC	Manage Xero WorkflowMax in DBArtisan as a JDBC Source
DB Artisan	ODBC	Connect to Xero WorkflowMax in DBArtisan
DBeaver	JDBC	Connect to Xero WorkflowMax in DBeaver
DbVisualizer	JDBC	Connect to Xero WorkflowMax in DBVisualizer
Informatica Enterprise Data Catalog	JDBC	Add Xero WorkflowMax to Informatica Enterprise Data Catalog
MySQL Workbench	Connect Server	Query Xero WorkflowMax Data in MySQL Workbench (Connect Server)
MySQL Workbench	ODBC	Query Xero WorkflowMax in MySQL Workbench (ODBC)
QuerySurge	JDBC	Validate Xero WorkflowMax Data with QuerySurge
RazorSQL	JDBC	Connect to Xero WorkflowMax in RazorSQL
SQuirreL	JDBC	Connect to Xero WorkflowMax in Squirrel SQL Client

Workflow Automation

Product	Technology	Article Title
MuleSoft Anypoint	JDBC	Access Xero WorkflowMax in Anypoint Using SQL
Nintex Workflow Cloud	Connect Cloud	Build Xero WorkflowMax-Connected Workflows in Nintex
Power Automate	Connect Cloud	Integrate Xero WorkflowMax Data into Power Automate Automated Tasks
SSIS Export	SSIS	Export Data from SQL Server to Xero WorkflowMax through SSIS
SSIS Import	SSIS	Import Xero WorkflowMax Data into SQL Server using SSIS
SSIS Lookup	SSIS	Insert New or Update Existing Xero WorkflowMax Records from SQL Server

CData Software is a leading provider of data access and connectivity solutions. Our standards-based connectors streamline data access and insulate customers from the complexities of integrating with on-premise or cloud databases, SaaS, APIs, NoSQL, and Big Data.

Connect With Us

Get Started

Data Connectors

ETL/ ELT Solutions

Cloud & API Connectivity

OEM & Custom Drivers

Connect With Us

Get Started

Data Visualization

Company

Resources

Ready to get started?

In this article

Related articles