Automate Xero WorkflowMax Integration Tasks from PowerShell

The CData Cmdlets for Xero WorkflowMax are standard PowerShell cmdlets that make it easy to accomplish data cleansing, normalization, backup, and other integration tasks by enabling real-time and bidirectional access to Xero WorkflowMax.

PowerShell Cmdlets or ADO.NET Provider?

The Cmdlets are not only a PowerShell interface to Xero WorkflowMax, but also an SQL interface; this tutorial shows how to use both to create, retrieve, update, and delete Xero WorkflowMax data. We also show examples of the ADO.NET equivalent, which is possible with the CData ADO.NET Provider for Xero WorkflowMax. To access Xero WorkflowMax data from other .NET applications, like LINQPad, use the CData ADO.NET Provider for Xero WorkflowMax.

Once you have acquired the necessary connection properties, accessing Xero WorkflowMax data in PowerShell can be enabled in three steps.

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.

PowerShell

1. Install the module:

   Install-Module XeroWorkflowMaxCmdlets

2. Connect:

   $xeroworkflowmax = Connect-XeroWorkflowMax -APIKey "$APIKey" -AccountKey "$AccountKey"

3. Search for and retrieve data:

   $name = "Cynthia" $clients = Select-XeroWorkflowMax -Connection $xeroworkflowmax -Table "Clients" -Where "Name = `'$Name`'" $clients

   You can also use the Invoke-XeroWorkflowMax cmdlet to execute SQL commands:

   $clients = Invoke-XeroWorkflowMax -Connection $xeroworkflowmax -Query 'SELECT * FROM Clients WHERE Name = @Name' -Params @{'@Name'='Cynthia'}

ADO.NET

1. Load the provider's assembly:

   [Reflection.Assembly]::LoadFile("C:\Program Files\CData\CData ADO.NET Provider for Xero WorkflowMax\lib\System.Data.CData.XeroWorkflowMax.dll")

2. Connect to Xero WorkflowMax:

   $conn= New-Object System.Data.CData.XeroWorkflowMax.XeroWorkflowMaxConnection("APIKey=myApiKey;AccountKey=myAccountKey;") $conn.Open()

3. Instantiate the XeroWorkflowMaxDataAdapter, execute an SQL query, and output the results:

   $sql="SELECT Id, Name from Clients" $da= New-Object System.Data.CData.XeroWorkflowMax.XeroWorkflowMaxDataAdapter($sql, $conn) $dt= New-Object System.Data.DataTable $da.Fill($dt) $dt.Rows | foreach { Write-Host $_.id $_.name }

Update Xero WorkflowMax Data

PowerShell

ADO.NET

Insert Xero WorkflowMax Data

PowerShell

ADO.NET

Delete Xero WorkflowMax Data

PowerShell

ADO.NET