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

⇱ Model, Search, and Visualize Live Xero Data in ThoughtSpot

Model, Search, and Visualize Live Xero Data in ThoughtSpot

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to live Xero data for modeling, searching, and visualizing.

ThoughtSpot is a cloud-based analytics platform that uses artificial intelligence (AI) and natural language processing (NLP) to help users analyze data and make decisions. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Xero data for visualizations, dashboards, and more. This article shows how to connect to Xero and build visualizations from Xero data in ThoughtSpot.

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


CData Connect AI provides a pure SQL Server, cloud-to-cloud interface for Xero, allowing you to easily build models and visualizations from live Xero data in ThoughtSpot. As you build visualizations, ThoughtSpot 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 Xero data.

Configure Xero Connectivity for ThoughtSpot

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

Model, Search, and Visualize Live Xero Data in ThoughtSpot

To establish a connection from ThoughtSpot to the CData Connect AI Virtual SQL Server API, follow these steps.

  1. Log into ThoughtSpot
  2. On the top navigation bar, click Data.
  3. Click Create new > Connection. 👁 Creating a new connection.
  4. Name the connection and click "SQL Server" as the data warehouse. 👁 Selecting SQL Server as the connection type.
  5. Click Continue on the top right.
  6. Enter the connection settings:
    • Host: enter the Virtual SQL Server endpoint: tds.cdata.com
    • Port: : enter 14333
    • 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.
    • Database: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, Xero1).
    👁 Configuring the connection to the Virtual SQL Server API
  7. Click Continue.
  8. After connecting successfully, you will be able to choose which tables to include. 👁 Selecting tables (Salesforce is shown).
  9. Click Create Connection.

After you successfully configure your connection, you can build models, search, and visualize your Xero data.

Real-Time Access to Xero Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Xero data from ThoughtSpot. You can model, search, and visualize your data from ThoughtSpot . For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like ThoughtSpot, refer to our Connect AI page.