Connect to Xero Data in RazorSQL

Jerod Johnson
Director, Technology Evangelism

Connect to Xero from wizards and query Xero data from the GUI in the RazorSQL database management tool.

The CData JDBC Driver for Xero enables standards-based access from third-party tools, from wizards in IDEs to data management and analysis tools. This article shows how to connect to Xero using wizards in RazorSQL.

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

Create a JDBC Data Source for Xero Data

Open the RazorSQL application and, in the Connections menu, select Add Connection Profile -> Other -> JDBC.
In the Connection Wizard that appears, set the following properties:
- Driver Location: Set this property to the path to the lib subfolder in the installation directory.
- Driver Class: Set the driver class to cdata.jdbc.xero.XeroDriver.
- Username: Enter the username. (This property can also be set in the JDBC URL.)
- Password: Enter the password. (This property can also be set in the JDBC URL.)
- JDBC URL: Enter connection parameters. The JDBC URL begins with jdbc:xero: and is followed by a semicolon-separated list of connection properties.
  
  To connect, set the Schema connection property in addition to any authentication values. Xero offers authentication for private applications, public applications, and partner applications. Set the XeroAppAuthentication property to PUBLIC, PRIVATE, or PARTNER, depending on the type of application configured. To connect from a private application, you will additionally need to set the OAuthAccessToken, OAuthClientId, OAuthClientSecret, CertificateStoreType, CertificateStore, and CertificateStorePassword.
  
  To connect from a public or partner application, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL, or you can register an app to obtain your own OAuth values.
  
  See the "Getting Started" chapter of the help documentation for a guide to authenticating to Xero.
  
  Built-in Connection String Designer
  
  For assistance in constructing the JDBC URL, use the connection string designer built into the Xero JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.
```
java -jar cdata.jdbc.xero.jar
```
  Fill in the connection properties and copy the connection string to the clipboard.
  👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
  
  A typical JDBC URL is the following:
```
jdbc:xero:InitiateOAuth=GETANDREFRESH;
```

👁 The JDBC data source, defined by the JAR path, driver class, and JDBC URL. Connection properties are defined in the JDBC URL. (QuickBooks is shown.)

Query Xero Data and Select Tables

After establishing a connection, the wizard will close and the connection will be available in the connections panel. You can then query the tables.

👁 The resuls of a query in RazorSQL. (QuickBooks is shown.)

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-rsql.rst