Query Xero Data in ColdFusion



Write standard ColdFusion data access code to connect to Xero data.

The CData JDBC driver for Xero seamlessly integrates connectivity to Xero data with the rapid development tools in ColdFusion. This article shows how to connect to Xero data in ColdFusion and query Xero tables.

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 ServiceNow 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


Create a JDBC Data Source for Xero in ColdFusion

The JDBC data source enables you to execute SQL from standard ColdFusion tags like cfquery and CFScript like executeQuery.

  1. Copy the driver JAR and .lic file from the installation directory onto the ColdFusion classpath. For example, copy the files into C:\MyColdFusionDirectory\cfusion\wwwroot\WEB-INF\lib. Or, open the Java and JVM page in the ColdFusion Administrator and enter the path to the files in the ColdFusion Class Path box.

    The JAR and license for the driver are located in the lib subfolder of the installation directory.

    Restart the server after this step.

  2. Add the driver as a data source:

    From the ColdFusion administrator interface, expand the Data & Services node and click Data Sources. In the Add New Data Source section, enter a name for the data source and select Other in the Driver menu.

  3. Populate the driver properties:

    • JDBC URL: Enter connection properties in the JDBC URL. The JDBC URL begins with jdbc:xero: and is followed by the connection properties in a semicolon-separated list of name=value pairs.

      To connect, set the Schema connection property in addition to any authentication values. Xero offers authentication for private applications, public applications, and partner applications. You will need to set the XeroAppAuthentication property to PUBLIC, PRIVATE, or PARTNER, depending on the type of application configured. To connect from a private application, you will additionally need to set the OAuthAccessToken, OAuthClientId, OAuthClientSecret, CertificateStoreType, CertificateStore, and CertificateStorePassword.

      To connect from a public or partner application, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL, or you can register an app to obtain your own OAuth values.

      See the "Getting Started" chapter of the help documentation for a guide to authenticating to Xero.

      Built-in Connection String Designer

      For assistance in constructing the JDBC URL, use the connection string designer built into the Xero JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

      java -jar cdata.jdbc.xero.jar

      Fill in the connection properties and copy the connection string to the clipboard.

      A typical JDBC URL is below:

      jdbc:xero:InitiateOAuth=GETANDREFRESH
    • Driver Class: Enter the driver class. The driver class is cdata.jdbc.xero.XeroDriver.
    • Driver Name: Enter a user-defined name for the driver.
    • Username: Enter the username used to authenticate.
    • Password: Enter the password used to authenticate.

You can now test the connection by enabling the CData Xero data source in the Actions column. After reporting a status of OK, the Xero data source is ready for use.

Execute Queries

The cfquery tag can pass SQL statements to Xero, including INSERT, UPDATE, and DELETE.. Use the cfqueryparam tag to create parameterized queries and prevent SQL injection through the query string.

Note: To use the cfquery and cfscript, create a .cfm file. Inside the .cfm file, write the code to execute the query (see below). Place the file directly in the root directory of your web server (e.g., wwwroot in Adobe ColdFusion). Restart the service after placing the file for the changes to take effect.

<cfquery name="XeroQuery" dataSource="CDataXero"> SELECT * FROM Items WHERE Name = <cfqueryparam value="#Name#" cfsqltype="cf_sql_varchar"> </cfquery> <cfdump var="#XeroQuery#">

Below is the equivalent in CFScript:


<cfscript>
result = queryExecute(
  "SELECT * FROM Items WHERE Name = ?", 
  [
    { value="Golf balls - white single", cfsqltype="cf_sql_varchar" }
  ],
  { datasource="CDataXero" }
);

writeDump( var= result );
</cfscript> 

You can then make requests to your .cfm like the following:

http://MyServer:8500/query.cfm?Name=Golf balls - white single

Ready to get started?

Download a free trial of the Xero Driver to get started:

 Download Now

Learn more:

Xero Icon Xero JDBC Driver

Complete read-write access to Xero accounting enables developers to search (Customers, Transactions, Invoices, Sales Receipts, etc.), update items, edit customers, and more, from any Java/J2EE application.