Excel Spreadsheet Automation with the QUERY Formula

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Excel Add-In for Xero WorkflowMax

The Xero WorkflowMax Excel Add-In is a powerful tool that allows you to connect with live Xero WorkflowMax data, directly from Microsoft Excel.

Use Excel to read, write, and update Xero WorkflowMax Clients, Jobs, Leads, Quotes, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!



Pull data, automate spreadsheets, and more with the QUERY formula.

The CData Excel Add-In for Xero WorkflowMax provides formulas that can edit, save, and delete Xero WorkflowMax data. The following three steps show how you can automate the following task: Search Xero WorkflowMax data for a user-specified value and then organize the results into an Excel spreadsheet.

The syntax of the CDATAQUERY formula is the following: =CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

  • Query: The declaration of the Xero WorkflowMax data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as XeroWorkflowMaxConnection1, or a connection string. The connection string consists of the required properties for connecting to Xero WorkflowMax data, separated by semicolons.

    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.

  • ResultLocation: The cell that the output of results should start from.

Pass Spreadsheet Cells as Inputs to the Query

The procedure below results in a spreadsheet that organizes all the formula inputs in the first column.

  1. Define cells for the formula inputs. In addition to the connection inputs, add another input to define a criterion for a filter to be used to search Xero WorkflowMax data, such as Name.
  2. In another cell, write the formula, referencing the cell values from the user input cells defined above. Single quotes are used to enclose values such as addresses that may contain spaces.
  3. =CDATAQUERY("SELECT * FROM Clients WHERE Name = '"&B3&"'","APIKey="&B1&";AccountKey="&B2&";Provider=XeroWorkflowMax",B4)
  4. Change the filter to change the data.