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

⇱ Analyze Xero Data in Looker

Analyze Xero Data in Looker

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to Xero Data from Looker and build custom apps using live Xero data.

Looker is a business intelligence and big data analytics platform that helps you explore, analyze and share real-time business analytics. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Xero data for business applications. This article shows how to connect to Xero in Connect AI and then connect to Xero data in Looker.

CData Connect AI provides a pure cloud-to-cloud interface for Xero, allowing you to build reports from live Xero data in Looker — without replicating the data to a natively supported database. As you create applications to work with data, Looker generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Xero, leveraging server-side processing to quickly return the requested 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 Looker

Connectivity to Xero from Looker is made possible through CData Connect AI. To work with Xero data from Looker, 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 Looker.

Connect to Xero in Looker

The steps below outline connecting to CData Connect AI from Looker to create a new Xero data source.

  1. Log-in to Looker
  2. In the navigation pane, select Admin. 👁 Selecting Admin
  3. Under the Database category, select Connections. 👁 Selecting connections
  4. On the Connections page, click Add Connection. 👁 Adding a new connection
  5. Enter the connection settings:
    • Name: the name for the connection in models.
    • Dialect: select Microsoft SQL Server 2017+.
    • SSH Server: leave this disabled.
    • Remote Host:Port: enter tds.cdata.com in the first field and 14333 in the second field.
    • Database: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, QuickBooksOnline1).
    • Username: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected]
    • Password: enter the PAT you generated on the Settings page
    Leave the rest of the connection settings at their default values unless you need to modify them. 👁 Configuring connection settings
  6. At the bottom of the page, click Test These Settings to ensure that you can connect to CData Connect AI.
  7. Click Add Connection to create the connection and return to the Connections page. 👁 New connection added.

Your connection is now available for use in Looker. To connect to additional data sources from your CData Connect AI account, repeat the setup steps above, changing the value for Database for each data source.

Creating A Looker Visualization From The SQL Runner and Explore Features

To create a visualization in Looker using the SQL Runner, follow these steps:

  1. In the Looker interface, select Develop -> SQL Runner from the left navigation pane. 👁 Select SQL Runner.
  2. On the SQL Runner interface, select the connection you made in the previous steps. 👁 Entering name for new dashboard.
  3. Now, click the gear symbol next to a table and then select Explore Table. 👁 Entering name for new dashboard.
  4. Next, on the left menu, select fields from the table and click Run. You can now expand the Visualization accordion, and see a bar chart, by default. 👁 Entering name for new dashboard.

    We have now created a visualization of Xero data in Looker using CData Connect AI!

Get CData Connect AI

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

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