We are proud to share our inclusion in the 2024 Gartner Magic Quadrant for Data Integration Tools. We believe this recognition reflects the differentiated business outcomes CData delivers to our customers.
Get the Report →A PostgreSQL Interface for Xero Data
Use the Remoting features of the Xero ODBC Driver to create a PostgreSQL entry-point for data access.
There are a vast number of PostgreSQL clients available on the Internet. From standard Drivers to BI and Analytics tools, PostgreSQL is a popular interface for data access. Using the remoting features of our JDBC Drivers, you can now create PostgreSQL entry-points that you can connect to from any standard client.
To access Xero data as a PostgreSQL database, use the Remoting feature of the CData JDBC Driver for Xero and the MySQL foreign data wrapper (FDW) from EnterpriseDB. In this article, we install the FDW and query Xero data from PostgreSQL Server.
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
Configure the Connection to Xero
Follow the steps below to configure the driver's MySQL daemon to use the credentials and other connection properties needed to connect to Xero. The MySQL daemon exposes Xero data as a MySQL database named CDataXero. Add connection properties to the databases section of the configuration file for the daemon. The configuration file for the daemon is located in the lib subfolder of the installation directory for the driver.
Below is a typical connection string:
[databases]
xero = "InitiateOAuth=GETANDREFRESH"
Additionally, create a user in the users section.
You can find all of the configuration options for the MySQL daemon in the help documentation.
Start the Remoting Service
Follow the steps below to enable the MySQL Remoting feature of the CData JDBC Driver for Xero.
The driver creates a default configuration suitable for testing: Simply start the service to connect to Xero data.
- Start the MySQL Remoting Service with the following command:
java -jar cdata.jdbc.xero.jar -f cdata.jdbc.xero.remoting.ini
Build and Install the MySQL Foreign Data Wrapper
The Foreign Data Wrapper can be installed as an extension to PostgreSQL, without recompiling PostgreSQL.
If pgxn is available for your operating system, you can install with the following:
pgxn install mysql_fdw USE_PGXS=1
Otherwise, follow the steps below to build it yourself:
- Install the MySQL C client library and obtain the source for the EnterpriseDB FDW for MySQL; from GitHub, for example.
- Build the FDW. Add the pg_config and mysql_config executables to your PATH:
env PATH=/usr/local/pgsql/bin:/usr/local/mysql/bin:$PATH make USE_PGXS=1
-
Install the FDW:
make USE_PGXS=1 install
To complete the installation, you will need to load the libmysqlclient library into the environment; for example by adding it to the path.
Query Xero Data as a PostgreSQL Database
After you have installed the extension, follow the steps below to start executing queries to Xero data:
- Log into your database.
-
Load the extension for the database:
postgres=#CREATE EXTENSION mysql_fdw;
-
Create a server object for Xero data:
postgres=# CREATE SERVER Xero FOREIGN DATA WRAPPER mysql_fdw OPTIONS (host '127.0.0.1', port '3309');
-
Create a user mapping for the username and password of a user known to the MySQL daemon.
postgres=# CREATE USER MAPPING for postgres SERVER Xero OPTIONS (username 'admin', password 'test');
-
Create the local schema:
postgres=# CREATE SCHEMA Xero_db;
-
Import all the tables in the Xero database you defined in the daemon configuration file:
postgres=# IMPORT FOREIGN SCHEMA "Xero" FROM SERVER Xero INTO Xero_db;
You can now execute read/write commands to Xero:
postgres=# SELECT * FROM Xero_db."items";