Connect to Xero WorkflowMax Data from PowerBuilder

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Xero WorkflowMax ODBC Driver

The Xero WorkflowMax ODBC Driver is a powerful tool that allows you to connect with live data from Xero WorkflowMax, directly from any applications that support ODBC connectivity.

Access Xero WorkflowMax data like you would a database - read, write, and update Xero WorkflowMax Clients, Jobs, Leads, Quotes, etc. through a standard ODBC Driver interface.



This article demonstrates how to use the CData ODBC Driver for Xero WorkflowMax to connect to Xero WorkflowMax data and execute queries in PowerBuilder.

The CData ODBC Driver for Xero WorkflowMax can be used from any platform or development technology that supports ODBC, including PowerBuilder. This article shows how to connect to Xero WorkflowMax data and execute queries from the Database Painter and controls such as the DataWindow.

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.

Create a Profile for the ODBC Driver for Xero WorkflowMax

Follow the steps below to use the Database Painter tool to create a database profile based on an ODBC DSN (data source name) for Xero WorkflowMax. In the Database Painter, you can use wizards and the UI to work with Xero WorkflowMax data.

  1. In PowerBuilder, click Tools -> Database Painter.
  2. In the Objects window in the Database Painter, right-click the ODBC node and click New Profile.
  3. On the Connection tab, enter a name for the profile and select the Xero WorkflowMax DSN in the Data Source menu.
  4. To view and modify a table, right-click a table and then click Edit Data -> Grid.

Using Xero WorkflowMax Data with PowerBuilder Controls

You can use standard PowerBuilder objects to connect to ODBC data sources and execute queries. The following example shows how to retrieve Xero WorkflowMax data into a DataWindow. You can add the following code to the open method:

SQLCA.DBMS = "ODBC" SQLCA.DBParm = "ConnectString='DSN=CData XeroWorkflowMax Source'" CONNECT USING SQLCA; dw_clients.SetTransObject(SQLCA); dw_clients.Retrieve();