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This guide walks you through everything you need to get started with the CData ODBC Driver for Xero. You'll learn how to install and license the driver, configure your first connection, and explore next steps for working with Xero data in your applications.
Accessing and integrating live data from Xero has never been easier with CData. Customers rely on CData connectivity to:
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.
You should have received your license key via email from the CData Orders Team. The license key looks like this: XXXX-XXXX-XXXX-XXXX-XXXX
Your license would typically be activated during installation. However, there are cases where you may need to activate it manually. The steps below walk you through manual activation:
Can I use my license on multiple machines?
Yes, depending on your subscription tier. Check your order confirmation or contact your account representative for details. If you are unsure of who your account representative is, contact [email protected].
I lost my license key. How do I retrieve it?
Email [email protected] with your order number, and we'll resend your license key.
Can I transfer my license to a different machine?
Yes. When transferring the license to a different machine, you will need to submit a License Transfer Request on our site linked below:
https://www.cdata.com/lic/transfer/
After the License Transfer Request is submitted and successfully processed, an activation will be added to your Product Key and you will be able to activate the full license on the other machine. Once this process is finished, the license on the previous machine will be invalid.
For additional licensing questions, contact [email protected]. Viewing and upgrading your license can now be done through our self-service portal at portal.cdata.com.
Once your driver is installed and licensed, you're ready to configure a connection to Xero. The ODBC driver uses a DSN (Data Source Name) to store 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.
Solution: Verify your credentials are current. For OAuth applications, you may need to authorize CData in your application's security settings. Contact [email protected] for authorization assistance.
Solution: Check firewall & proxy settings. Contact [email protected] for specific port requirements.
Solution: Verify database and schema names. Use the Data Model tab in the DSN configuration to browse available tables.
Solution: Verify the driver is correctly registered in odbcinst.ini. Contact [email protected] for further assistance.
For additional connection troubleshooting, contact [email protected] with your specific error message.
Now that you have installed, licensed, and configured the driver, here are some scenarios you can use to explore our ODBC Drivers:
If you need assistance at any point:
Driver={CData ODBC Driver for Xero};RequiredConnectionProperty1=Value1;RequiredConnectionProperty2=Value2;
Be prepared to securely upload the log file upon request when reaching out to [email protected] for troubleshooting analysis.
For questions not covered in this FAQ, contact [email protected].
Download a free trial of the Xero ODBC Driver to get started:
Download NowLearn more:
👁 Xero IconThe Xero ODBC Driver is a powerful tool that allows you to connect with live data from Xero accounting software , directly from any applications that support ODBC connectivity.
Access Xero data like you would a database - read, write, and update Xero Customers, Transactions, Invoices, Sales Receipts, etc. through a standard ODBC Driver interface.
