Viewing Xero WorkflowMax Data in RAD Studio Data Explorer

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Xero WorkflowMax FireDAC Components

Rapidly create and deploy powerful Delphi & C++Builder Apps that integrate with Xero WorkflowMax.



How to view Xero WorkflowMax data in RAD Studio Data Explorer using the CData FireDAC Components for Xero WorkflowMax.

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData FireDAC Components for Xero WorkflowMax, you gain access to live Xero WorkflowMax data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve and update Xero WorkflowMax data. This article will walk through connecting to Xero WorkflowMax using the Data Explorer.

Connecting to Xero WorkflowMax Data Using Data Explorer

You can create a simple application for displaying Xero WorkflowMax data by utilizing the CData FireDAC Components for Xero WorkflowMax and a new VCL Forms Application:

  1. Open the Data Explorer in RAD Studio and expand FireDAC.
  2. Right-click on CData Xero WorkflowMax Data Source and click Add New Connection.

  3. Name the connection.
  4. Fill in the necessary connection parameters and click OK.

    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.

  5. Back in the Data Explorer, expand the tables for the connection.
  6. Create a new VCL Forms application and drag a table (for example: Clients) onto the form.

  7. Select the ClientsTable object on the form and set the Active property to true.
  8. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

  9. Arrange the TStringGrid on the form and run the application to see the Clients data.