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Connect to Xero Data in RunMyProcess through Connect Cloud
Use CData Connect Cloud to create on OData API for Xero Data and connect to Xero data in Akorbi Digital RunMyProcess.
Akorbi Digital RunMyProcess makes it easy to create applications for complex business applications, such as budget application and contract management. CData Connect Cloud creates a live connection to Xero and can be used to generate an OData API (natively supported in RunMyProcess) for Xero. By pairing RunMyProcess with CData Connect Cloud, you get true cloud-to-cloud connectivity to all your SaaS and cloud-based Big Data and NoSQL sources - no need to migrate your data or write your own integrations. Simply connect to Connect Cloud from RunMyProcess as you would any other REST service and get instant, live access to your Xero data.
In this article, we walk through connecting to Xero from CData Connect Cloud and accessing Xero data through an OData feed in RunMyProcess.
About Xero Data Integration
Accessing and integrating live data from Xero has never been easier with CData. Customers rely on CData connectivity to:
- Connect to Xero Accounts and both US and Australian Payroll APIs.
- Read, write, update, and delete Xero objects like Customers, Transactions, Invoices, Sales Receipts and more.
- Use SQL stored procedures for actions like adding items to a cart, submitting orders, and downloading attachments.
- Work with accounting, payroll, file, fixed asset, and project data.
Customers regularly integrate their Xero data with preferred tools, like Tableau, Qlik Sense, or Excel, and integrate Xero data into their database or data warehouse.
Getting Started
Connect to Xero from RunMyProcess
To work with live Xero data in RunMyProcess, we need to connect to Xero from Connect Cloud, provide user access to the connection, and create a Workspace for the Xero data.
Connect to Xero from Connect Cloud
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "Xero" from the Add Connection panel
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Xero uses OAuth to authenticate. Click "Sign in" to authenticate with Xero.
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Navigate to the Permissions tab in the Add Xero Connection page and update the User-based permissions.
Add a Personal Access Token
When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.
- Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
- On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Configure Xero Endpoints for RunMyProcess
After connecting to Xero, create a workspace for your desired table(s).
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Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
- Click Add to add new assets to the Workspace.
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Select the Xero connection (e.g. Xero1) and click Next.
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Select the table(s) you wish to work with and click Confirm.
- Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection, PAT, and Workspace configured, you are ready to connect to Xero data from RunMyProcess.
Retrieve Xero Data from RunMyProcess DigitalSuite Studio
With the connection to Xero and OData endpoints created, we are ready to add Xero data to RunMyProcess for Retrieval.
Create a Provider
- Log into RunMyProcess and open DigitalSuite Studio.
- Click Resources to bring up the Resources page, then select then the CONNECTORS tab.
- Click the + (New Provider) button to create a new provider, choose the account to use, then click Confirm.
- In the provider settings page, configure the following properties.
- URL: Set the OData endpoint in the Connect Cloud OData page: https://cloud.cdata.com/api/odata/{workspace_name}.
- Authentication Schema: Select Login/Password.
- Login: Specify a CData Connect Cloud username (e.g. [email protected]).
- Password: Specify the PAT of the Connect Cloud user.
- Fill in the same properties in the ACCEPTANCE and TEST tabs. Note: You can copy the configured settings by clicking 'Copy this configuration button,' then pasting the content in the new tab by clicking 'Paste previously copied configuration.'
- Click Save to save the properties.
Retrieve Xero Data by Creating a Connector
- In the CONNECTORS tab, click the button with three dots to create the provider, then select Add connector from the menu.
- In the following page, set Connector URL to the OData endpoint configured in Connect Cloud (e.g. https://cloud.cdata.com/api/odata/{workspace_name})
- Click Save then Launch to test the connector execution. Click Launch test to execute. The process is successful if you get the JSON response of your configured table information.
More Information & Free Trial
Now, you have created a provider and connector to retrieve Xero data. For more information on creating OData feeds from Xero (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Xero data in RunMyProcess.
