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Connect to Xero as a JDBC data source in HULFT Integrate
HULFT Integrate is a modern data integration platform that provides a drag-and-drop user interface to create cooperation flows, data conversion, and processing so that complex data connections are easier than ever to execute. When paired with the CData JDBC Driver for Xero, HULFT Integrate can work with live Xero data. This article walks through connecting to Xero and moving the data into a CSV file.
With built-in optimized data processing, the CData JDBC driver offers unmatched performance for interacting with live Xero data. When you issue complex SQL queries to Xero, the driver pushes supported SQL operations, like filters and aggregations, directly to Xero 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 data using native data types.
About Xero Data Integration
Accessing and integrating live data from Xero has never been easier with CData. Customers rely on CData connectivity to:
- Connect to Xero Accounts and both US and Australian Payroll APIs.
- Read, write, update, and delete ServiceNow objects like Customers, Transactions, Invoices, Sales Receipts and more.
- Use SQL stored procedures for actions like adding items to a cart, submitting orders, and downloading attachments.
- Work with accounting, payroll, file, fixed asset, and project data.
Customers regularly integrate their Xero data with preferred tools, like Tableau, Qlik Sense, or Excel, and integrate Xero data into their database or data warehouse.
Getting Started
Enable Access to Xero
To enable access to Xero data from HULFT Integrate projects:
- Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.xero.jar (and cdata.jdbc.xero.lic), to the jdbc_adapter subfolder for the Integrate Server
- Restart the HULFT Integrate Server and launch HULFT Integrate Studio
Build a Project with Access to Xero Data
Once you copy the JAR files, you can create a project with access to Xero data. Start by opening Integrate Studio and creating a new project.
- Name the project
- Ensure the "Create script" checkbox is checked
- Click Next
- Name the script (e.g.: XerotoCSV)
Once you create the project, add components to the script to copy Xero data to a CSV file.
Configure an Execute Select SQL Component
Drag an "Execute Select SQL" component from the Tool Palette (Database -> JDBC) into the Script workspace.
- In the "Required settings" tab for the Destination, click "Add" to create a new connection for Xero. Set the following properties:
- Name: Xero Connection Settings
- Driver class name: cdata.jdbc.xero.XeroDriver
- URL: jdbc:xero:InitiateOAuth=GETANDREFRESH
Built-in Connection String Designer
For assistance constructing the JDBC URL, use the connection string designer built into the Xero JDBC Driver. Either double-click the JAR file or execute the JAR file from the command-line.
java -jar cdata.jdbc.xero.jar
Fill in the connection properties and copy the connection string to the clipboard.
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.
- Write your SQL statement. For example:
SELECT Name, QuantityOnHand FROM Items
- Click "Extraction test" to ensure the connection and query are configured properly
- Click "Execute SQL statement and set output schema"
- Click "Finish"
Configure a Write CSV File Component
Drag a "Write CSV File" component from the Tool Palette (File -> CSV) onto the workspace.
- Set a file to write the query results to (e.g. Items.csv)
- Set "Input data" to the "Select SQL" component
- Add columns for each field selected in the SQL query
- In the "Write settings" tab, check the checkbox to "Insert column names into first row"
- Click "Finish"
Map Xero Fields to the CSV Columns
Map each column from the "Select" component to the corresponding column for the "CSV" component.
Finish the Script
Drag the "Start" component onto the "Select" component and the "CSV" component onto the "End" component. Build the script and run the script to move Xero data into a CSV file.
Download a free, 30-day trial of the CData JDBC Driver for Xero and start working with your live Xero data in HULFT Integrate. Reach out to our Support Team if you have any questions.