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

⇱ Visualize Xero Data in TIBCO Spotfire through OData

Visualize Xero Data in TIBCO Spotfire through OData

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Integrate Xero data into dashboards in TIBCO Spotfire.

OData is a major protocol enabling real-time communication among cloud-based, mobile, and other online applications. The CData API Server provides Xero data to OData consumers like TIBCO Spotfire. This article shows how to use the API Server and Spotfire's built-in support for OData to access Xero data in real time.

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

If you have not already done so, download the CData API Server. Once you have installed the API Server, follow the steps below to begin producing secure Xero OData services:

Connect to Xero

To work with Xero data from TIBCO Spotfire, we start by creating and configuring a Xero connection. Follow the steps below to configure the API Server to connect to Xero data:

  1. First, navigate to the Connections page.
  2. Click Add Connection and then search for and select the Xero connection. 👁 Selecting a data source (SQLite is shown)
  3. Enter the necessary authentication properties to connect to Xero.

    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.

    👁 Connecting to a datasource (SQLite is shown)
  4. After configuring the connection, click Save & Test to confirm a successful connection.

Configure API Server Users

Next, create a user to access your Xero data through the API Server. You can add and configure users on the Users page. Follow the steps below to configure and create a user:

  1. On the Users page, click Add User to open the Add User dialog.
  2. Next, set the Role, Username, and Privileges properties and then click Add User. 👁 Configure a new user
  3. An Authtoken is then generated for the user. You can find the Authtoken and other information for each user on the Users page: 👁 API Server user settings

Creating API Endpoints for Xero

Having created a user, you are ready to create API endpoints for the Xero tables:

  1. First, navigate to the API page and then click Add Table . 👁 Add tables
  2. Select the connection you wish to access and click Next. 👁 Select the connection (SQLite is shown)
  3. With the connection selected, create endpoints by selecting each table and then clicking Confirm. 👁 Adding tables from the connection (SQLite is shown)

Gather the OData Url

Having configured a connection to Xero data, created a user, and added resources to the API Server, you now have an easily accessible REST API based on the OData protocol for those resources. From the API page in API Server, you can view and copy the API Endpoints for the API:

👁 API Endpoints

Create Data Visualizations on External Xero Data

  1. Open Spotfire and click Add Data Tables -> OData.
  2. In the OData Connection dialog, enter the following information:
    • Service URL: Enter the API Server's OData endpoint. For example: 
      http://localhost:8080/api.rsc
    • Authentication Method: Select Username and Password.
    • Username: Enter the username of an API Server user. You can create API users on the Security tab of the administration console.
    • Password: Enter the authtoken of an API Server user.
    👁 Required connection settings to connect to the API Server.
  3. Select the tables and columns you want to add to the dashboard. This example uses Items. 👁 API Server API Entities. (Salesforce is shown.)
  4. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

    If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

  5. After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses QuantityOnHand in the Numbers section and Name in the Categories section.👁 Recommended visualizations for the imported data table. (Salesforce is shown.)

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can apply a filter: After clicking the Filter button, the available filters for each query are displayed in the Filters pane.