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Analyze Xero Data in Infragistics Reveal
Use CData Connect Cloud to create on OData API on top of Xero data and visualize live Xero data in Infragistics Reveal.
Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect Cloud. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including Xero data. In this article, we will guide you through the process of connecting to Xero via Connect Cloud and subsequently linking Connect Cloud with Infragistics Reveal to construct a straightforward dashboard.
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
Connect to Xero from Infragistics Reveal
To work with live Xero data in Infragistics Reveal, we need to connect to Xero from Connect Cloud, provide user access to the connection, and create a Workspace for the Xero data.
Connect to Xero from Connect Cloud
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.
- 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.
Configure Xero Endpoints for Infragistics Reveal
After connecting to Xero, create a workspace for your desired table(s).
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Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
- Click Add to add new assets to the Workspace.
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Select the Xero connection (e.g. Xero1) and click Next.
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Select the table(s) you wish to work with and click Confirm.
- Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection, PAT, and Workspace configured, you are ready to connect to Xero data from Infragistics Reveal.
Create a Dashboard in Reveal
With Connect Cloud configured, we can visualize Xero data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Sources -> OData Feed
- Specify the Connect Cloud OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/{workspace_name}
- Select Generic Credentials and
- Set Username to a Connect Cloud username (e.g. [email protected])
- Set Password to the PAT for the user
- Select the entity you wish to visualize
- Select fields and choose a chart type
More Information & Free Trial
At this point, you have created a simple dashboard from live Xero data. For more information on creating OData feeds from Xero (and more than 100 other sources), visit the Connect Cloud page. Sign up for a free trial and start working live Xero data in tools that consume OData APIs.
