Xero WorkflowMax
Xero WorkflowMax
Follow these steps to connect Xero WorkflowMax to your CData Connect Cloud account:
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Open the Connections page of the CData Connect Cloud dashboard.
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Click + Add Connection in the upper-right corner.
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Type Xero WorkflowMax into the search field, then click the data source name.
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On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
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If you do not have OAuth configured for your Xero WorkflowMax account, contact Xero WorkflowMax and obtain the OAuth Client Id and OAuth Client Secret for your account.
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Enter your OAuth Client Secret. This is the client secret assigned when you register your Xero WorkflowMax account for OAuth.
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To use this data source, you must supply a Callback URL when setting up your OAuth app. This is sometimes referred to as a ‘Redirect URL’. On CData Connect Cloud, this is marked as
https://oauth.cdata.com/oauth/
. Use this when you configure your OAuth app on Xero WorkflowMax. -
Enter your OAuth Client Id. This is the client Id assigned when you register your Xero WorkflowMax account for OAuth.
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Click Sign in to connect securely through OAuth. This action opens the Xero WorkflowMax sign-in page in a new tab.
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Log into your Xero WorkflowMax account and provide the requested permissions (if applicable).
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At the top of the CData Connect Cloud Add Xero WorkflowMax Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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More Information
For more information about interactions between CData Connect Cloud and Xero WorkflowMax, see this information page.