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CData Sync

Replicate Xero Data to Multiple Databases



Replicate Xero data to disparate databases with a point-and-click configuration.

Always-on applications rely on automatic failover capabilities and real-time access to data. CData Sync integrates live Xero data into your mirrored databases, always-on cloud databases, and other databases such as your reporting server: Automatically synchronize with remote Xero data from Windows.

Configure Replication Destinations

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

For each destination database:

  1. Click Add Connection.
  2. Select a destination. In this article, we use SQLite.
  3. Enter the necessary connection properties. To replicate Xero 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 the Xero Connection

You can configure a connection to Xero from the Connections tab. To add a connection to your Xero account, navigate to the Connections tab.

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

    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.

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

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, 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 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 data:

REPLICATE Items;

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 accounts into the same database:

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

    REPLICATE PROD_Items SELECT * FROM Items;
  • Alternatively, use a different schema:

    REPLICATE PROD.Items SELECT * FROM Items;

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 your Xero data to disparate on-premises, cloud-based, and other databases.