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 SAS JMP
You can use the CData ODBC Driver to integrate Xero data into the statistical analysis tools available in SAS JMP. This article shows how to use Xero data in the Graph Builder and Query Builder.
You can use the CData ODBC Driver for Xero to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Xero API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.
The Xero API supports bidirectional access. This article shows how to access Xero data into a report and create data visualization. It also shows how to use SQL to query and manipulate Xero data from the JMP Query Builder.
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
Access Xero Data 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.
When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
Import Xero Data with the Query Builder
After you have created the Xero DSN, you can use SQL to invoke the capabilities of the Xero API. Follow the steps below to execute some supported queries in the Query Builder:
- In SAS JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
- Click New Connection.
- On the Machine Data Source tab, select the ODBC DSN you configured and then click Next.
![]( "Select the ODBC DSN you configured. (Salesforce is shown.)")
- The Select Tables for Query dialog is displayed and in the Available Tables section, select a table and click Primary. After choosing the primary table, click Build Query to open the Query Builder.
![]( "Select the Primary table for the Query. (Salesforce is shown.)")
- As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated and you can view the generated SQL Query in the SQL tab.
![]( "The generated query in the Query Builder. (Salesforce is shown.)")
- Click Run Query to display the data.
![]( "The results of a query in the Query Builder. (Salesforce is shown.)")
- To refresh the results with the current data, right-click Update from Database and click Run Script.
Manipulate Xero Data
You can execute data manipulation queries from JSL scripts such as the one below. To execute a script, click New Script in the toolbar. To connect, specify the DSN. You can then use the standard SQL syntax:
Open Database( "DSN=CData Xero Source;",
"INSERT INTO Items
(Name)
VALUES ('Golf balls - white single');");
Visualize Xero Data
After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.
- Drag a dimension column onto the x axis. For example, Name.
- Drag a measure column onto the y axis. For example, QuantityOnHand.
- Select a chart type. For example, a bar chart.
![]( "Configuration of a basic chart. (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.
