Enable the Xero JDBC Driver in KNIME

Dibyendu Datta
Lead Technology Evangelist

Use standard data access components in KNIME to create charts and reports with Xero data.

One of the strengths of the CData JDBC Driver for Xero is its cross-platform support, enabling integration with major BI tools. Follow the procedure below to access Xero data in KNIME and to create a chart from Xero data using the report designer.

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

Define a New JDBC Connection to Xero Data

Go to File -> Preferences -> KNIME -> Databases
Click Add File and add the cdata.jdbc.xero.jar. The driver JAR file is located in the lib subfolder of the installation directory. 👁 CData drivers added to a KNIME workflow.
Click Find driver classes
Set the ID and the Name of the connection (you can set any values you prefer for these fields as they are not restricted)
Set the URL template. A typical JDBC URL is provided below:
```
	 jdbc:xero:InitiateOAuth=GETANDREFRESH;
	
```

For assistance in constructing the JDBC URL, use the connection string designer built into the Xero data JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

	java -jar cdata.jdbc.xero.jar

👁 Connection properties added to CData driver

Additionally, please refer to our documentation to learn more about Connection Properties

Click OK to close the configuration section. 👁 Registering new database CData drivers in KNIME workflow.
Under Node Repository go to DB -> Connection -> drag and drop DB Connector. Double-click on it and change the driver name to the driver you just configured, in this case, Xero (ID: Xero). The Database URL should change automatically. 👁 Configuring the CData driver
Click Apply and OK to save changes. 👁 Authentication
Right-click on the connector and select Execute. You will see that the connector will allow you to redirect to the browser where you will need to log in and allow access. After that, you will get connected successfully. 👁 Executing the DB Connector

Now you can go to the Read/Write section in Node Repository and get a DB Query Reader, to be able to execute a query. 👁 DB Query Reader

Double-click on your DB Query Reader and click the refresh button to load the metadata. Create an SQL Statement and click Evaluate. After clicking Evaluate you will be able to see the records requested. To learn more about the tables/views that are listed in our driver please refer to our Data Model. 👁 DB Query Reader to load the metadata

Get Started Today

Download a free, 30-day trial of the CData JDBC Driver for Xero and start building Xero-connected charts and reports with KNIME. Reach out to our Support Team if you have any questions.

Ready to get started?

Download a free trial of the Xero Driver to get started:

Download Now

Learn more:

👁 Xero Icon
Xero JDBC Driver

Complete read-write access to Xero accounting enables developers to search (Customers, Transactions, Invoices, Sales Receipts, etc.), update items, edit customers, and more, from any Java/J2EE application.

URL: https://www.cdata.com/kb/tech/xero-jdbc-knime.rst