Microsoft Flow の自動タスクでCData API Server およびXero ADO.NET Provider を使う

コンタクト先へのE メール送信、SNS へのポスト、CRM やERP の同期などを自動化。

Microsoft Flow は、オンプレやクラウドの複数のシステムからのデータを含むタスクを自動化することができます。CData API Server およびXero ADO.NET Provider (200+ の他のADO.NET Providers) を使えば、Microsoft Flow を使ったデータ連携が可能になります。API Server は、Microsoft Flow などのクラウドサービスからXero data への連携をOData やSwagger などの標準インターフェースで実現します。本記事では、Microsoft Flow のウィザードを使って、Xero データ統合します。

API Server のセットアップ

Follow the steps below to begin producing secure and Swagger-enabled Xero APIs:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Xero への連携設定

After you deploy, provide authentication values and other connection properties by clicking Settings -> Connections in the API Server administration console. You can then choose the entities you want to allow the API Server access to by clicking Settings -> Resources.

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.

You will also need to enable CORS and define the following sections on the Settings -> Server page. As an alternative, you can select the option to allow all domains without '*'.

  1. Access-Control-Allow-Origin: Set this to a value of '*' or specify the domains that are allowed to connect.
  2. Access-Control-Allow-Methods: Set this to a value of "GET,PUT,POST,OPTIONS".
  3. Access-Control-Allow-Headers: Set this to "x-ms-client-request-id, authorization, content-type".

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. You can authenticate as well as encrypt connections with SSL. Access can also be restricted by IP address; access is restricted to only the local machine by default.

For simplicity, we will allow the authtoken for API users to be passed in the URL. You will need to add a setting in the Application section of the settings.cfg file, located in the data directory. On Windows, this is the app_data subfolder in the application root. In the Java edition, the location of the data directory depends on your operation system:

  1. Windows: C:\ProgramData\CData
  2. Unix or Mac OS X: ~/cdata
[Application] AllowAuthtokenInURL = true

Add Xero Data to a Flow

You can use the built-in HTTP + Swagger connector to use a wizard to design a Xero process flow:

  1. In Microsoft Flow, click My Flows -> Create from Blank.
  2. Select the Recurrence action and select a time interval for sending emails. This article uses 1 day.
  3. Add an HTTP + Swagger action by searching for Swagger.
  4. Enter the URL to the Swagger metadata document: https://MySite:MyPort/api.rsc/@MyAuthtoken/$swagger
  5. Select the "Return Items" operation.
  6. Build the OData query to retrieve Xero data. This article defines the following OData filter expression in the $filter box:

    Name eq 'Golf balls - white single'

    See the API Server help documentation for more on filtering and examples of the supported OData.

Trigger an Action

You can now work with Items entities in your process flow. Follow the steps to send an automated email:

  1. Add an SMTP - Send Email action.
  2. Enter the address and credentials for the SMTP server and name the connection. Be sure to enable encryption if supported by your server.
  3. Enter the message headers and body. You can add Xero columns in these boxes.
 
 
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