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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 ServiceNow 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. You will need to 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.
A typical JDBC URL is the following:
jdbc:xero:InitiateOAuth=GETANDREFRESH

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.
