Xero Connections
Xero is a cloud-based accounting software for small businesses. It performs bookkeeping functions such as invoicing and payroll and allows you to connect to a live bank feed. For more information, go to https://www.xero.com/.
Tip
This connection is in early preview. It is read-only and available only in SaaS product editions. For more information on early previews, go to Early Preview Connection Types.
Limitations and Requirements
Note
During normal selection or import of an entire table, you may encounter an error indicating a problem with a specific column. Since some tables require filtering based on a particular column, data from them can only be ingested using custom SQL statements. In this case, the problematic column can be used as a filter in the WHERE clause of a custom SQL statement to ingest the table.
For more information, consult the CData driver documentation for the specific table.
For more information on using custom SQL, go to Create Dataset with SQL.
Note
For filtering date columns, this connection type supports a set of literal functions on dates. You can use these to reduce the volume of data extracted from the database using a custom SQL query. For more information, go to the pg_dateliteralfunctions.htm page in the driver documentation for this connection type.
This connection requires OAuth 2.0 authentication.
You must create a client app in your Xero deployment for Alteryx Analytics Cloud (AAC) to use. For more information, go to OAuth 2.0 for Xero.
AAC creates an OAuth 2.0 web client for you.
You can't create OAuth 2.0 connections via API.
API rate limiting might apply to your use of the connection. For more information, go to https://developer.xero.com/documentation/guides/oauth1/xero-api-limits/#api-rate-limits.
Create Connection
via AAC
When you create the connection, review the following properties and specify them accordingly:
Connection Property | Description |
|---|---|
Xero API | This is the default value:
Possible values include: |
Organisation | You can enter your preferred organization name. This field is optional. You can leave it blank. |
Connect String Options | The following default value sets the connection timeout in seconds: Timeout=0; Setting this value to |
OAuth 2.0 | AAC creates and selects the OAuth client for you. Note When you create the connection in this window, you must select Authenticate to authenticate the app. This step is required. |
Default Column Data Type Inference | Leave this value as |
For more information, go to the driver documentation.