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URL: https://www.cdata.com/kb/tech/xero-odata-powerbuilder.rst

⇱ Consume Xero OData Feeds in PowerBuilder

Consume Xero OData Feeds in PowerBuilder

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
This article demonstrates how to consume Xero data as OData feeds from PowerBuilder using the API Server.

The CData API Server produces secure feeds of Xero data that you can consume in PowerBuilder DataWindows. The API Server supports the major Web services, including OData, Atom, JSON, HTML, CSV, TSV, and RSS. It also supports the major authentication schemes and SSL.

This article shows how to create a DataWindow that uses the CData API Server to execute reads and writes.

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


Set Up the API Server

Follow the steps below to begin producing secure Xero OData services:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to Xero

After you deploy the API Server, provide authentication values and other connection properties needed to connect to Xero by clicking Settings -> Connections and adding a new connection in the API Server administration console.

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.

You can then choose the Xero entities you want to allow the API Server access to by clicking Settings -> Resources.

Additionally, click Settings -> Server and change the following settings for compatibility with PowerBuilder:

  • Default Format: Select XML (Atom) in the menu.
  • Default Version: Select 2.0 in the menu.

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default, only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.

Create a Profile for Xero

Follow the steps below to use the Database Painter tool to create a database profile for the OData API of the API Server. In the Database Painter, you can graphically manipulate data as well as execute SQL queries.

  1. Click Tools -> Database Painter.
  2. Right-click the OData node and click New Profile.
  3. In the Database Profile Setup dialog, enter the following:
    • Profile Name: Enter a user-friendly name for the profile.
    • URI: Enter the URL to the OData endpoint of the API Server. This URL will resemble the one below: 
      http://MyServer:8080/api.rsc
    • Supply User Id and Password: Click this option to use HTTP Basic authentication. Note that the API Server also supports Windows authentication.
    • User Id: Enter the name of an user in the API Server.
    • Password: Enter the authtoken of an user in the API Server.
    👁 The profile for the OData feed. (Salesforce is shown.)
  4. To view and modify a table, right-click a table and then click Edit Data -> Grid.
👁 Modify database objects in the Database Painter. (Salesforce is shown.)

Using Xero Data with PowerBuilder Controls

You can use standard PowerBuilder objects to connect to OData feeds and execute queries. The following example shows how to retrieve Xero data into a DataWindow.

You can add the following code to the open method:

SQLCA.DBMS = "ODT"
SQLCA.DBParm = "ConnectString='URI=http://MyServer:8080/api.rsc;UID=MyAPIUser;PWD=MyAuthtoken'";
CONNECT USING SQLCA;
dw_items.SetTransObject(SQLCA);
dw_items.Retrieve();