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URL: https://www.cdata.com/kb/tech/xero-ssis-task-export-2008.rst

⇱ Build Data Flows from SQL Server to Xero through SSIS

Build Data Flows from SQL Server to Xero through SSIS

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Easily push SQL Server data to Xero using the CData SSIS Tasks for Xero.

👁 The data source modeled as tables.

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for Xero allows you to easily transfer Xero data. In this article you will export data from SQL Server to Xero.

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


Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Xero Destination control to the data flow task.

👁 The source and destination components used in this example.

Configure the ADO.NET Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

  1. Open the ADO.NET Source and add a new connection. Enter your server and database information here.
  2. In the Data access mode menu, select "Table or view" and select the table or view to export into Xero.
  3. Close the ADO NET Source wizard and connect it to the destination component.
👁 The SQL Server table to export into Xero.

Create a New Connection Manager for Xero

Follow the steps below to set required connection properties in the Connection Manager.

  1. Create a new connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. Select CData Xero Connection Manager in the menu.
  3. Configure the 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.

Configure the Xero Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Xero destination table and the action you want to perform on the Xero data. In this article, you will insert Items entities to Xero.

  1. Double-click the Xero destination to open the destination component editor.
  2. In the Connection Managers tab, select the connection manager previously created.
  3. In the Use a Table, menu, select Items. In the Action menu, select Insert. 👁 The destination table and action to be performed.
  4. On the Column Mappings tab, configure the mappings from the input columns to the destination columns. 👁 The mappings from the SQL Server source to the SSIS destination component.

Run the Project

You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.

👁 The SQL Server table to export into Xero.

Ready to get started?

Download a free trial of the Xero SSIS Component to get started:

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Learn more:

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Xero SSIS Components

Powerful SSIS Source & Destination Components that allow you to easily connect SQL Server with live Xero accounting data through SSIS Workflows.

Use the Xero Data Flow Components to synchronize with Xero Customers, Transactions, Invoices, Sales Receipts, etc. Perfect for data synchronization, local back-ups, workflow automation, and more!