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The Xero ODBC Driver is a powerful tool that allows you to connect with live data from Xero accounting software , directly from any applications that support ODBC connectivity.

Access Xero data like you would a database - read, write, and update Xero Customers, Transactions, Invoices, Sales Receipts, etc. through a standard ODBC Driver interface.

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Create Informatica Mappings From/To an ODBC Data Source for Xero


Create an ODBC connection to Xero in Informatica and browse and transfer Xero data.

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData ODBC Driver for Xero, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse Xero data in Informatica PowerCenter.

Connect to Xero as an ODBC Data Source

Information for connecting to Xero follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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.

Windows

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.

Linux

If you are installing the CData ODBC Driver for Xero in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData Xero Source] Driver = CData ODBC Driver for Xero Description = My Description

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Linked Table to Items Data

Follow the steps below to create a linked table, which enables you to access live Items data.

Create the ODBC Connection

Follow the steps below to connect to Xero in Informatica PowerCenter:

  1. In the Informatica Developer tool connect to your repository and create a project.
  2. In the Connection Explorer pane, right-click and click Create a Connection.
  3. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select ODBC.
  4. In the Connection String property, enter the DSN.

NOTE: If you are working in a Linux operating system, set the Driver Manager for Linux property to unixODBC 2.3.x.

Create the Xero Data Object

After you have created an ODBC connection to Xero, you can now access Xero entities in Informatica. Follow the steps below to add Items entities to your project.

  1. In the Object Explorer, right-click your project and then click New -> Data Object.
  2. In the wizard that is displayed, select the Relational Data Object option.
  3. Click the Browse button next to the Connection box and select the ODBC connection you created in the previous step.
  4. Select the option to create a data object from an existing resource and click the Browse button next to the Resource box.
  5. In the dialog that is displayed, clear the Show Default Schema Only option and expand the node for the ODBC connection. Select the entity that you want.

You can now browse the table in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

Create the Mapping

Follow the steps below to add the Xero source to a mapping:

  1. In the Object Explorer, right-click your project and then click New -> Mapping.
  2. Expand the node for the Xero connection and then drag the data object for the table onto the editor.
  3. In the dialog that appears, select the Read option.

Follow the steps below to map Xero columns to a flat file:

  1. In the Object Explorer, right-click your project and then click New -> Data Object.
  2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
  3. In the properties for the Xero object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
  4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
  5. Click and drag to connect columns.

To transfer Xero data, right-click in the workspace and then click Run Mapping.