Validate Xero WorkflowMax Data with QuerySurge

QuerySurge is a smart data testing solution that automates data validation and testing. When paired with the CData JDBC Driver for Xero WorkflowMax, QuerySurge can work with live Xero WorkflowMax data. This article walks through connecting to Xero WorkflowMax data from QuerySurge.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Xero WorkflowMax data. When you issue complex SQL queries to Xero WorkflowMax, the driver pushes supported SQL operations, like filters and aggregations, directly to Xero WorkflowMax and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Xero WorkflowMax data using native data types.

Connecting to Xero WorkflowMax Data in QuerySurge

To connect to live Xero WorkflowMax data from QuerySurge, you need to deploy the JDBC Driver JAR file to your QuerySurge Agent(s) and add a new connection from the QuerySurge Admin view.

Deploy the JDBC Driver

1. Download the CData JDBC Driver for Xero WorkflowMax installer, unzip the package, and run the JAR file to install the driver.
2. Once the driver is installed, stop the Agent Service.
3. Copy the JAR File (and license file if it exists) from the installation location (typically C:\Program Files\CData\CData JDBC Driver for Xero WorkflowMax\lib\) to your Agent(s) (QuerySurge_install_dir\agent\jdbc).
4. Restart the Agent Service.

For more information on deploying JDBC drivers for QuerySurge, refer to the QuerySurge Knowledge Base.

Configure a New Connection to Xero WorkflowMax

1. Log into QuerySurge and navigate to the Admin view.
2. Click Configuration -> Connections in the Administration Tree.
3. Click Add to create a new connection.
4. In the QuerySurge Connection Wizard, click Next.
5. Name the connection (e.g. CData JDBC Connection to Xero WorkflowMax).
6. Set the Data Source to "All Other JDBC Connections (Connection Extensibility)" and click Next.
7. Set the Driver Class to cdata.jdbc.xeroworkflowmax.XeroWorkflowMaxDriver and click Next.

8. Set the Connection URL using the necessary connection properties to authenticate with Xero WorkflowMax. Your Connection URL will look something like the following:

   jdbc:xeroworkflowmax:APIKey=myApiKey;AccountKey=myAccountKey;

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Xero WorkflowMax JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.xeroworkflowmax.jar

   Fill in the connection properties and copy the connection string to the clipboard.

   To connect to the WorkflowMax API, obtain an APIKey and AccountKey from Xero. This can only be done by contacting Xero support (https://www.workflowmax.com/contact-us).

   After obtaining an API Key and Account Key, set the values in the APIKey and AccountKey connection properties. Once these are set, you are ready to connect.

9. Set the Test Query to enable the Test Connection button for the Connection (e.g. SELECT * FROM Clients LIMIT 1) and click Next.
10. Click Test Connection to ensure the connection is configured properly and click Save to add the connection.

Once the connection is added, you can write SQL queries against your Xero WorkflowMax data in QuerySurge.

Compare Xero WorkflowMax Data Queries with a QueryPair

With the connection configured, you can follow the steps below to compare querying Xero WorkflowMax data with a QueryPair.

1. Select "Design Library" from the Design Menu
2. Click QueryPairs under QuerySurge Design
3. Click "Create New QueryPair"
4. Name the QueryPair and click Save
5. In either the Source or Target panes, select the connection created above (select the same connection to query Xero WorkflowMax twice or another connection to perform a comparison)
6. Write queries in the Editor for each pane, e.g. SELECT * FROM Clients
7. Click the "Design-Time Run" tab to execute the queries
8. When the query execution is finished, click "View Query Results" to see the Xero WorkflowMax data returned by the query

Download a free, 30-day trial of the CData JDBC Driver for Xero WorkflowMax and start working with your live Xero WorkflowMax data in QuerySurge. Reach out to our Support Team if you have any questions.