Replicate Multiple Xero WorkflowMax Accounts

CData Sync is a stand-alone application that provides solutions for a variety of replication scenarios such as replicating sandbox and production instances into your database. CData Sync includes a web-based interface that makes it easy to manage multiple Xero WorkflowMax connections. In this article we show how to use the web app to replicate multiple Xero WorkflowMax accounts to a single database.

Configure the Replication Destination

Using CData Sync, you can replicate Xero WorkflowMax data to any number of databases, both cloud-based and on-premises. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select a destination and enter the necessary connection properties. In this article, we use SQLite.
3. Enter the necessary connection properties. To replicate Xero WorkflowMax to a SQLite database, enter a file path in the Data Source box.
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Xero WorkflowMax Connections

You can configure connections to Xero WorkflowMax from the Connections tab. To add a connection to one of your Xero WorkflowMax accounts, navigate to the Connections tab. For each Xero WorkflowMax account you wish to replicate, do the following:

1. Click Add Connection.
2. Select a source (Xero WorkflowMax).
3. Configure the connection properties.
   
   

   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.

4. Click Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Queries for Each Xero WorkflowMax Instance

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. To configure a replication, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use a SQL query to customize your replication. The REPLICATE statement is a high-level command that caches and maintains a table in your database. You can define any SELECT query supported by the Xero WorkflowMax API. To customize your replication, click Add Custom Query in the Tables section and define the Query Statement.

The statement below caches and incrementally updates a table of Xero WorkflowMax data:

REPLICATE Clients;

You can specify a file containing the replication queries you want to use to update a particular database. Separate replication statements with semicolons. The following options are useful if you are replicating multiple Xero WorkflowMax accounts into the same database:

• Use a different table prefix in the REPLICATE SELECT statement:

  REPLICATE PROD_Clients SELECT * FROM Clients;

• Alternatively, use a different schema:

  REPLICATE PROD.Clients SELECT * FROM Clients;

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of the data from your different Xero WorkflowMax accounts.