Build Xero WorkflowMax-Connected Dashboards in Redash

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CData Connect



Use CData Connect Cloud to create a virtual MySQL Database for Xero WorkflowMax data and build visualizations and dashbaords from Xero WorkflowMax data in Redash.

Redash lets you connect and query your data sources, build dashboards to visualize data and share them with your company. 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 visualizations from Xero WorkflowMax data in Redash.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Xero WorkflowMax, allowing you to easily build visualizations from Xero WorkflowMax data in Redash. As you build visualizations, Redash generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to Xero WorkflowMax, leveraging server-side processing to quickly return Xero WorkflowMax data.

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 build visualizations in Tableau Online.

Visualize Xero WorkflowMax Data in Tableau Online

The steps below outline creating a new data source in Redash based on the virtual Xero WorkflowMax database in Connect Cloud and building a simple visualization from the data.

Create a New Data Source

  1. Log into Redash, click on your profile and click "Data Sources"
  2. Click the " New Data Source" button
  3. Select "MySQL (Amazon RDS)" as the Data Source Type (CData Connect uses SSL, which the standard MySQL connection in Redash does not support)
  4. On the configuration tab, set the following properties:
    • Name: Name the data source (e.g. Xero WorkflowMax (CData Connect))
    • Host: The full URL to your CData Connect instance (e.g. https://myinstance.cdatacloud.net)
    • Port: The port of the CData Connect MySQL endpoint (e.g. 3306)
    • User: A CData Connect user
    • Password: The password for the above user
    • Database name: The name of the virtual database for Xero WorkflowMax (e.g. XeroWorkflowMax1)
    • Click the checkbox to Use SSQL
  5. Click Create
  6. Click the "Test Connection" button to ensure you have configured the connection properly

With the new Data Source created, we are ready to visualize our Xero WorkflowMax data.

Create a Xero WorkflowMax Data Visualization

  1. Click Create -> New Query
  2. Select the newly created Data Source (you can explore the data structure in the New Query wizard)
  3. Write a SQL statement to retrieve the data, for example:
    SELECT Id, Name FROM Clients WHERE Name = 'Cynthia'
  4. Click the "Execute" button to load Xero WorkflowMax data into Redash via CData Connect
  5. Use the Visualization Editor to create and analyze graphs from Xero WorkflowMax data
  6. You can schedule the query to refresh and update the visualization periodically

SQL Access to Xero WorkflowMax Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Xero WorkflowMax data from Redash. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Redash, refer to our Connect Cloud page.