Model Context Protocol (MCP) finally gives AI models a way to access the business data needed to make them really useful at work. CData MCP Servers have the depth and performance to make sure AI has access to all of the answers.
Try them now for free →
Use the CData ODBC Driver for Xero in Microsoft Power Query
You can use the CData Xero ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import Xero data into Microsoft Power Query.
The CData ODBC Driver for Xero enables you to link to Xero data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Xero data into Microsoft Power Query.
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
Connect to Xero as an ODBC Data Source
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
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.
Import Xero Data
Follow the steps below to import Xero data using standard SQL:
-
From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.
- Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver:
Provider=MSDASQL.1;Persist Security Info=False;DSN=CData Xero Source -
Enter the SELECT statement to import data with. For example:
SELECT Name, SUM(QuantityOnHand) FROM Items GROUP BY Name![]( "The ODBC connection string and SELECT query. (Salesforce is shown.)")
Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.
![]( "Tables loaded in Power Query. (Salesforce is shown.)")
Ready to get started?
Download a free trial of the Xero ODBC Driver to get started:
Download NowLearn more:
Xero ODBC Driver
The 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.
