Use the CData ODBC Driver for Xero WorkflowMax in SAS JMP

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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.



You can use the CData ODBC Driver to integrate Xero WorkflowMax data into the statistical analysis tools available in SAS JMP. This article shows how to use Xero WorkflowMax data in the Graph Builder and Query Builder.

You can use the CData ODBC Driver for Xero WorkflowMax to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Xero WorkflowMax API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.

The Xero WorkflowMax API supports bidirectional access. This article shows how to access Xero WorkflowMax data into a report and create data visualization. It also shows how to use SQL to query and manipulate Xero WorkflowMax data from the JMP Query Builder.

Access Xero WorkflowMax Data 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 reports and visualizations.

Import Xero WorkflowMax Data with the Query Builder

After you have created the Xero WorkflowMax DSN, you can use SQL to invoke the capabilities of the Xero WorkflowMax API. Follow the steps below to execute some supported queries in the Query Builder:

  1. In SAS JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
  2. Click New Connection.
  3. On the Machine Data Source tab, select the DSN. In the next step, the Select Tables for Query dialog is displayed.
  4. In the Available Tables section, select a table and click Primary.
  5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated.
  6. Click Run Query to display the data.
  7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Manipulate Xero WorkflowMax Data

You can execute data manipulation queries from JSL scripts such as the one below. To execute a script, click New Script in the toolbar. To connect, specify the DSN. You can then use the standard SQL syntax:

Open Database( "DSN=CData XeroWorkflowMax Source;", "INSERT INTO Clients (Name) VALUES ('Cynthia');");

Visualize Xero WorkflowMax Data

After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.

  1. Drag a dimension column onto the x axis. For example, Id.
  2. Drag a measure column onto the y axis. For example, Name.
  3. Select a chart type. For example, a bar chart.