Access Live Xero WorkflowMax Data in Google Sheets

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CData Connect



Use CData Connect Cloud to create a virtual MySQL Database for Xero WorkflowMax data and gain access to live Xero WorkflowMax data from your Google Sheets.

Google Sheets is a free, web-based spreadsheet program. When paired with CData Connect Cloud, you can instantly access Xero WorkflowMax data from within Google Sheets for data analysis, collaborations, calculations, and more. This article shows how to connect to Xero WorkflowMax in your Connect Cloud instance and access live Xero WorkflowMax data in Google Sheets.

CData Connect Cloud provides a pure cloud-to-cloud interface for Xero WorkflowMax, allowing you to easily access live Xero WorkflowMax data in Google Sheets. Simply use the partner Connect Cloud Connector to generate a query (or write your own). 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 setup requires a CData Connect Cloud instance and the CData Connect Cloud Connector for Google Sheets. To get started, get a free trial of Connect Cloud and download the free Connect Cloud Google Sheets Connector.


Create a Virtual MySQL Database for Xero WorkflowMax Data

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 Sheets.

Access Live Xero WorkflowMax Data in Google Sheets

The steps below outline connecting to CData Connect Cloud from Google Sheets to access live Xero WorkflowMax data.

  1. Log into Google Sheets, create a new sheet (or open an existing one).
  2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
  3. Search for CData Connect Cloud Connector and select the Add-on.
  4. Authorize the Connector.
  5. Back in Google Sheets, click Add-ons and open the CData Connect Cloud Connector.
  6. Use your instance name (myinstance in myinstance.cdatacloud.net), username, and password to connect to your Connect Cloud instance.
  7. Click CREATE to access Xero WorkflowMax data through your Connect Cloud instance.
  8. Select a Database (e.g. XeroWorkflowMax1) and click Next.
  9. Select a Table (e.g. Clients) and Fields (columns), add any sorting, filtering, and limits and click Execute.

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 Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

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