Create Reports from Xero WorkflowMax Data in Google Data Studio

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CData Connect



Use CData Connect Cloud to create a virtual MySQL Database for Xero WorkflowMax data and create custom reports in Google Data Studio.

Google Data Studio allows you to create branded reports with data visualizations to share with your clients. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Xero WorkflowMax data for visualizations, dashboards, and more. This article shows how to create a virtual database for Xero WorkflowMax and build reports from Xero WorkflowMax data in Google Data Studio.

CData Connect Cloud provides a pure cloud-to-cloud interface for Xero WorkflowMax, allowing you to easily build reports from live Xero WorkflowMax data in Google Data Studio — without replicating the data. As you build visualizations, Google Data Studio generates queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Xero WorkflowMax, leveraging server-side processing to quickly return Xero WorkflowMax data.

This article requires a CData Connect Cloud instance and the CData Connect Cloud Connector for Google Data Studio. Get more information on the CData Connect Cloud and sign up for a free trial at https://www.cdata.com/connect.


Connect to Xero WorkflowMax from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Log into Connect Cloud and click Databases.
  2. Select "Xero WorkflowMax" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Xero WorkflowMax.

    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.

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Xero WorkflowMax data from Google Data Studio.

Visualize Live Xero WorkflowMax Data in Google Data Studio

The steps below outline connecting to CData Connect Cloud from Google Data Studio to create a new Xero WorkflowMax data source and build a simple visualization from the data.

  1. Log into Google Data Studio, click data sources, create a new data source, and choose CData Connect Cloud Connector.
  2. Authorize the Connector to connect to an external service (your Connect Cloud instance).
  3. Use your instance name (myinstance in myinstance.cdatacloud.net), username, and password to connect to your Connect Cloud instance.
    • Username: myinstance/username
    • Password: your Connect Cloud password
  4. Select a Database (e.g. XeroWorkflowMax1) and click Next.
  5. Select a Table (e.g. Clients) and click Next.
  6. Click Connect.
  7. If needed, modify columns, click Create Report, and add the data source to the report.
  8. Select a visualization style and add it to the report.
  9. Select Dimensions and Measures to customize your visualization.

Optional: Connect with the MySQL Connector

If you need to work with data from a custom SQL query, you can use the MySQL Connector. Connect using the server information for your Connect Cloud instance (server address, port, username, and password).

SQL Access to Xero WorkflowMax Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Xero WorkflowMax data from your Google Data Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Xero WorkflowMax data.

Try CData Connect Cloud and get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.