Connect to Xero WorkflowMax Data and Transfer Data in Talend

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Xero WorkflowMax JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Xero WorkflowMax.



Integrate Xero WorkflowMax data with standard components and data source configuration wizards in Talend Open Studio.

This article shows how you can easily integrate the CData JDBC driver for Xero WorkflowMax into your workflow in Talend. This article uses the CData JDBC Driver for Xero WorkflowMax to transfer Xero WorkflowMax data in a job flow in Talend.

Connect to Xero WorkflowMax in Talend as a JDBC Data Source

You can follow the procedure below to establish a JDBC connection to Xero WorkflowMax:

  1. Add a new database connection to Xero WorkflowMax data: To add a new connection, expand the Metadata node, right-click the Db Connections node, and then click Create Connection.
  2. In the resulting wizard, enter a name for the connection.
  3. On the next page, select Generic JDBC from the DB Type menu and enter the JDBC URL.

    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.

    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.

    java -jar cdata.jdbc.xeroworkflowmax.jar

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

    A typical JDBC URL is below:

    jdbc:xeroworkflowmax:APIKey=myApiKey;AccountKey=myAccountKey;
  4. Enter the path to the cdata.jdbc.xeroworkflowmax.jar file, located in the lib subfolder of the installation directory.
  5. Right-click the connection and then click Retrieve Schema.
  6. Click Next with the default options to select the tables you want to import.
  7. Finish the wizard with the default options.

Output the Clients Table to a Flat File

You can follow the procedure below to transfer the Clients table to a flat file output component:

  1. In the Table Schemas node, drag the tables to the workspace.
  2. In the dialog that is displayed, select the tJDBCInput component.
  3. Next, drag a tFileOutputDelimited component from the Business Intelligence tab of the Palette into the workspace.
  4. Right-click the Clients tJDBCInput component and drag a vector to the output file.

Run the project to transfer the data.