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Build Xero-Connected Visualizations in datapine
Use CData Connect Cloud and datapine to build visualizations and dashboards with access to live Xero data.
datapine is a browser-based business intelligence platform. When paired with the CData Connect Cloud, you get access to your Xero data directly from your datapine visualizations and dashboards. This article describes connecting to Xero in CData Connect Cloud and building a simple Xero-connected visualization in datapine.
CData Connect Cloud provides a pure SQL Server interface for Xero, allowing you to query data from Xero without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Xero, leveraging server-side processing to return the requested Xero data quickly.
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 Xero Connectivity for datapine
Connectivity to Xero from datapine is made possible through CData Connect Cloud. To work with Xero data from datapine, we start by creating and configuring a Xero connection.
- 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.
With the connection configured and a PAT generated, you are ready to connect to Xero data from datapine.
Connecting to Xero from datapine
Once you configure your connection to Xero in Connect Cloud, you are ready to connect to Xero from datapine.
- Log into datapine
- Click Connect to navigate to the "Connect" page
- Select MS SQL Server as the data source
- In the Integration step, fill in the connection properties and click "Save and Proceed"
- Set the Internal Name
- Set Database Name to the name of the connection we just configured (e.g. Xero1)
- Set Host / IP to "tds.cdata.com"
- Set Username to your Connect Cloud username (e.g. [email protected])
- Set Password to the corresponding PAT
- Set Database Port to "14333"
- In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed"
- In the References step, define any relationships between your selected tables and click "Save and Proceed"
- In the Data Transfer step, click "Go to Analyzer"
Visualize Xero Data in datapine
After connecting to CData Connect Cloud, you are ready to visualize your Xero data in datapine. Simply select the dimensions and measures you wish to visualize!
Having connect to Xero from datapine, you are now able to visualize and analyze real-time Xero data no matter where you are. To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect Cloud today!
