How to Access Live Xero WorkflowMax Data in Power Automate Desktop via ODBC

The CData ODBC Driver for Xero WorkflowMax enables you to access live Xero WorkflowMax data in workflow automation tools like Power Automate. This article shows how to integrate Xero WorkflowMax data into a simple workflow, moving Xero WorkflowMax data into a CSV file.

Through optimized data processing, CData ODBC Drivers offer unmatched performance for interacting with live Xero WorkflowMax data in Microsoft Power Automate. When you issue complex SQL queries from Power Automate 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 (e.g. SQL functions and JOIN operations).

Connect to Xero WorkflowMax as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing workflows.

Integrate Xero WorkflowMax Data into Power Automate Workflows

After configuring the DSN for Xero WorkflowMax, you are ready to integrate Xero WorkflowMax data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

In the flow editor, you can add the actions to connect to Xero WorkflowMax, query Xero WorkflowMax using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Actions -> Database) and configure the properties.

• Connection string: DSN=CData Xero WorkflowMax Source

After configuring the action, click Save.

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Actions -> Database) and configure the properties.

• Get connection by: SQL connection variable
• SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
• SQL statement: SELECT * FROM Clients

After configuring the action, click Save.

Add a Write to CSV File Action

Add a "Write to CSV file" action (Actions -> File) and configure the properties.

• Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
• File path: set to a file on disk
• Configure Advanced settings as needed.

After configuring the action, click Save.

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Actions -> Database) and configure the properties.

• SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the action, click Save.

Save & Run the Flow

Once you have configured all the actions for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

Now you have a workflow to move Xero WorkflowMax data into a CSV file.

With the CData ODBC Driver for Xero WorkflowMax, you get live connectivity to Xero WorkflowMax data within your Microsoft Power Automate workflows.

Related Power Automate Articles

This article walks through using the CData ODBC Driver for Xero WorkflowMax with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):

• Xero WorkflowMax Data in Power Automate Desktop using CData Connect Cloud
• Xero WorkflowMax Data in Power Automate (Online) using CData Connect Cloud