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URL: https://www.cdata.com/kb/tech/xero-cloud-airbyte.rst

⇱ Connect to Xero Data in Airbyte ELT Pipelines

Connect to Xero Data in Airbyte ELT Pipelines

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to build ELT pipelines for Xero data in Airbyte.

Airbyte empowers users to load your data into any data warehouse, data lake, or database. When combined with CData Connect AI, Airbyte users can create Extract, Load, Transform (ELT) pipelines directly from live Xero data. This article illustrates the process of connecting to Xero through Connect AI and constructing ELT pipelines for Xero data within Airbyte.

CData Connect AI offers a dedicated SQL Server interface for Xero, facilitating data querying without the need for data replication to a native database. With built-in optimized data processing capabilities, CData Connect AI efficiently directs all supported SQL operations, including filters and JOINs, straight to Xero. This harnesses server-side processing to swiftly retrieve the desired Xero data.

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 Airbyte

Connectivity to Xero from Airbyte is made possible through CData Connect AI. To work with Xero data from Airbyte, we start by creating and configuring a Xero connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Xero" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Xero uses OAuth to authenticate. Click "Sign in" to authenticate with Xero. 👁 Authenticating with OAuth (Salesforce is shown).
  4. Navigate to the Permissions tab in the Add Xero Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI 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 AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. 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 Airbyte.

Connect to Xero from Airbyte

To establish a connection from Airbyte to CData Connect AI, follow these steps.

  1. Log in to your Airbyte account 👁 Logging into Airbyte
  2. On the left panel, click Sources, then Add New Source
    • Set Source Type to MSSQL Server to connect the TDS endpoint
    • Set Source Name
    • Set Host URL to tds.cdata.com
    • Set Port to 14333
    • Set Database to the name of the connection you previously configured, e.g. Xero1.
    • Set Username to your Connect AI username
    • Set SSL Method to Encrypted (trust server certificate), leave the Replication Method as standard, and set SSH Tunnel Method to No Tunnel
    • (Optional) Set Schema to anything you want to apply to the source
    • Set Password to your Connect AI PAT
    • (Optional) Enter any needed JBDC URL Params
  3. Click Test and Save to create the data source.
👁 Configuring the connection to Connect AI

Create ELT Pipelines for Xero Data

To connect Xero data with a new destination, click Sources and then Set Up Connection to connect to your destination. Select the source created above and your desired destination, then allow Airbyte to process. When it is done, your connection is ready for use.

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Airbyte, try CData Connect AI today!