Create an RPA Flow that Connects to Xero WorkflowMax Data in UiPath Studio

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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.



Use the Xero WorkflowMax ODBC Driver to create workflows that access real-time Xero WorkflowMax data without any coding.

UiPath is a Robotic Process Automation (RPA) platform with rich features and an easy-to-use UI that enables non-developers to create process automation. By using UiPath Studio, you can build an RPA program just like drawing a diagram. With the CData ODBC Driver for Xero WorkflowMax, users can embed Xero WorkflowMax data in the workflow.

This article walks through using the Xero WorkflowMax ODBC Driver in UiPath Studio to create an RPA program that accesses Xero WorkflowMax data.

Configure the Connection to Xero WorkflowMax

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.

Connect UiPath Studio to Xero WorkflowMax Data

Now you are ready to use Xero WorkflowMax data ODBC DSN in UiPath Studio with the following steps.

  1. From the Start page, click Blank to create a New Project.
  2. Click Manage Packages then search for and install UiPath.Database.Activities.
  3. Navigate to the Activities and drop a Flowchart (Workflow -> Flowchart -> Flowchart) onto the process.
  4. Drop a database Connect activity (App Integration -> Datbase -> Connect) after the Start activity.
  5. Double-click the Connect activity and configure the Connection.
    1. Click the Connection Wizard
    2. Select "Microsoft ODBC Data Source"
    3. In Connection Properties, select your DSN (CData XeroWorkflowMax Source) and click OK
  6. To store Connection info, create a variable and bind to Output in the Properties section. Choose DatabaseConnection in Output.

Create an Execute Query Activity

With the connection configured, we are ready to query Xero WorkflowMax data in our RPA.

  1. From the Activities navigation, select Execute Query and drop it on the Flowchart.
  2. Double-click the Execute Query activity and set the properties as follows:
    • ExistingDbConnection: Your Connection variable
    • Sql: SELECT statement like SELECT Id, Name FROM Clients WHERE Name = 'Cynthia'
    • DataTable: Create and use a variable with the Type System.Data.DataTable

Create Write CSV Activity

With the Connection and Execute Query activities configured, we are ready to add a Write CSV activity to the Flowchart to replicate the Xero WorkflowMax data.

  1. From the Activities navigation, select Write CSV and drop it after the Execute Query activity.
  2. Double-click the Write CSV activity and set the properties as follows:
    • FilePath: Set to a file (new or existing) on disk (i.e.: C:\UiPath[id]-data.csv
    • DataTable: Set to the DataTable variable you created earlier

Connect the Activities and Run the Flowchart

If they are not already connected, connect each Activity that you created to complete the RPA project for extracting Xero WorkflowMax data and exporting it to CSV.

Click Run to extract Xero WorkflowMax data and create a CSV file.

In this article, we used the CData ODBC Driver for Xero WorkflowMax to create an automation flow that accesses Xero WorkflowMax data in UiPath Studio. Download a free, 30-day trial of the ODBC Driver and start working with live Xero WorkflowMax data in UiPath Studio today!