Use the CData ODBC Driver for Xero WorkflowMax in Microsoft Power Query

The CData ODBC Driver for Xero WorkflowMax enables you to link to Xero WorkflowMax data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Xero WorkflowMax data into Microsoft Power Query.

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.

Import Xero WorkflowMax Data

Follow the steps below to import Xero WorkflowMax data using standard SQL:

1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver: Provider=MSDASQL.1;Persist Security Info=False;DSN=CData XeroWorkflowMax Source

3. Enter the SELECT statement to import data with. For example:

   SELECT Id, Name FROM Clients WHERE Name = 'Cynthia'

4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.