Onboarding Data from Xero WorkflowMax

Creating a Xero WorkflowMax Source

For creating Xero WorkflowMax source, see Configuring Additional Connectors. Ensure that the Source Type selected is Xero WorkflowMax.

To enable OAuth, see Enabling OAuth for CDATA Drivers.

Xero WorkflowMax Configurations

Field

Description

Fetch Data Using

The mechanism through which Infoworks fetches data from the database.

Connection URL

The connection URL through which Infoworks connects to the database.

Username

The username for the connection to the database.

Password

The password for the username provided.

Source Schema

The schema in the database to be crawled. The schema value is case sensitive.

Once the settings are saved, you can test the connection.

Configuring a Xero WorkflowMax Table

For configuring a Xero WorkflowMax Table, see Configuring a Table.

Establishing a Connection

To create a JDBC URL, see Establishing a Connection.

Data Model

The tables and views supported by the source are described in the Data Model.

JDBC Connection Parameters

For the list of JDBC connection parameters, see Connection Parameters.

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