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Xero WorkflowMax

Xero WorkflowMax

Setup Guide

Follow these steps to connect Xero WorkflowMax to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Xero WorkflowMax into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. 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.

  6. Enter your OAuth Client Secret. This is the client secret assigned when you register your Xero WorkflowMax account for OAuth.

  7. 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.

  8. Enter your OAuth Client Id. This is the client Id assigned when you register your Xero WorkflowMax account for OAuth.

  9. Click Sign in to connect securely through OAuth. This action opens the Xero WorkflowMax sign-in page in a new tab.

  10. Log in to your Xero WorkflowMax account and provide the requested permissions (if applicable).

  11. At the top of the CData Connect Cloud Add Xero WorkflowMax Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

    • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between CData Connect Cloud and Xero WorkflowMax, see this information page.