Process & Analyze Xero WorkflowMax Data in Databricks (AWS)

Databricks is a cloud-based service that provides data processing capabilities through Apache Spark. When paired with the CData JDBC Driver, customers can use Databricks to perform data engineering and data science on live Xero WorkflowMax data. This article walks through hosting the CData JDBC Driver in AWS, as well as connecting to and processing live Xero WorkflowMax data in Databricks.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Xero WorkflowMax data. When you issue complex SQL queries to Xero WorkflowMax, the driver pushes supported SQL operations, like filters and aggregations, directly to Xero WorkflowMax and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Xero WorkflowMax data using native data types.

Install the CData JDBC Driver in Databricks

To work with live Xero WorkflowMax data in Databricks, install the driver on your Databricks cluster.

1. Navigate to your Databricks administration screen and select the target cluster.
2. On the Libraries tab, click "Install New."
3. Select "Upload" as the Library Source and "Jar" as the Library Type.
4. Upload the JDBC JAR file (cdata.jdbc.xeroworkflowmax.jar) from the installation location (typically C:\Program Files\CData[product_name]\lib).

Access Xero WorkflowMax Data in your Notebook: Python

With the JAR file installed, we are ready to work with live Xero WorkflowMax data in Databricks. Start by creating a new notebook in your workspace. Name the notebook, select Python as the language (though Scala is available as well), and choose the cluster where you installed the JDBC driver. When the notebook launches, we can configure the connection, query Xero WorkflowMax, and create a basic report.

Configure the Connection to Xero WorkflowMax

Connect to Xero WorkflowMax by referencing the JDBC Driver class and constructing a connection string to use in the JDBC URL. Additionally, you will need to set the RTK property in the JDBC URL (unless you are using a Beta driver). You can view the licensing file included in the installation for information on how to set this property.

Step 1: Connection Information

driver = "cdata.jdbc.xeroworkflowmax.XeroWorkflowMaxDriver"
url = "jdbc:xeroworkflowmax:RTK=5246...;APIKey=myApiKey;AccountKey=myAccountKey;"

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Xero WorkflowMax JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

Fill in the connection properties and copy the connection string to the clipboard.

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.

Load Xero WorkflowMax Data

Once you configure the connection, you can load Xero WorkflowMax data as a dataframe using the CData JDBC Driver and the connection information.

Step 2: Reading the data

remote_table = spark.read.format ( "jdbc" ) \
	.option ( "driver" , driver) \
	.option ( "url" , url) \
	.option ( "dbtable" , "Clients") \
	.load ()

Display Xero WorkflowMax Data

Check the loaded Xero WorkflowMax data by calling the display function.

Step 3: Checking the result

display (remote_table.select ("Id"))

Analyze Xero WorkflowMax Data in Databricks

If you want to process data with Databricks SparkSQL, register the loaded data as a Temp View.

Step 4: Create a view or table

remote_table.createOrReplaceTempView ( "SAMPLE_VIEW" )

With the Temp View created, you can use SparkSQL to retrieve the Xero WorkflowMax data for reporting, visualization, and analysis.

% sql

SELECT Id, Name FROM SAMPLE_VIEW ORDER BY Name DESC LIMIT 5

The data from Xero WorkflowMax is only available in the target notebook. If you want to use it with other users, save it as a table.

remote_table.write.format ( "parquet" ) .saveAsTable ( "SAMPLE_TABLE" )

Download a free, 30-day trial of the CData JDBC Driver for Xero WorkflowMax and start working with your live Xero WorkflowMax data in Databricks. Reach out to our Support Team if you have any questions.