The Lyftron Provider for Xero WorkflowMax offers the most natural way to access Xero WorkflowMax data from Lyftron with ease and also enables to connect with BI, MDM & ML tools, Data warehouses, Databases and other SAAS based applications with zero code and zero infrastructure requirements. The provider wraps the complexity of accessing Xero WorkflowMax data into easy-to-integrate relational fully managed ANSI Sql format. Make faster and better business decisions with Lyftron’s Xero WorkflowMax data provider and automatically build your data migration pipelines in minutes, not months
The provider hides the complexity of accessing data and provides additional powerful security features, smart caching, batching, socket management, and more.
- Comprehensive Delta load mechanism.
- Real-time access to Xero WorkflowMax.
- Comprehensive full support of ANSI Sql to query data with ease.
- Collaborative query processing.
The user must have credentials for Xero WorkflowMax, Lyftron and your destination data warehouse, lake or database to perform the data pipeline operation with Lyftron
Establishing a Connection with Lyftron's Quickstart Steps
Create your Xero WorkflowMax connection with Lyftron by following the 5 easy steps show below:
Step1. Add your connection
Click on Connect section on the left panel → Click on Add Connection button
Step2. Select your connector
In the connector selection panel, search and click Xero WorkflowMax for your connection
Step3. Enter your connection details
In the Connection String section enter the values of the below parameters. The following connection string is required to establish Xero WorkflowMax connection with Lyftron.APIKey=myApiKey;AccountKey=myAccountKey;"
|Connection Name||Enter your connection details||Required|
|Logfile**||Use the logfile option to debug your job and provide your connection name to generate the log file. [ConnectionConfigurationPath]\Connection_name_log.tx||Optional|
|Verbosity**||Choose verbosity 1-5 based on the severity of debugging||Optional|
** For more information, check the Lyftron logging and debugging section.
If you want more detailed information about how to establish a connection with Lyftron, click on Lyftron Connection Quick Start guide.
Step4. Test your connection
Once you are done entering your connection details, simply click on the Test Connection button to test the connectivity. In case your connection fails, add Logfile and Verbosity parameters and check the Lyftron logging and debugging section, to debug the error.
Step5. Save your connection
The Lyftron Provider for Xero WorkflowMax models entities in the Xero WorkflowMax API as tables, views, and stored procedures. These are defined in schema files, which are simple, text-based configuration files.
API limitations and requirements are documented in this section; you can use the SupportEnhancedSQL feature, set by default, to circumvent most of these limitations.
The Lyftron Provider for Xero WorkflowMax models Item Listings in tables so that they can be easily queried, updated, and deleted. You can list items on your Xero WorkflowMax store by calling the AddItem stored procedure.
Views are tables that cannot be modified. Typically, read-only data are shown as views.
|ClientContacts||Tables||Return a list of all contacts of clients.|
|ClientGroups||Tables||Return a list of all client groups|
|Clients||Tables||Return a list of all clients.|
|Costs||Tables||Return a list of all costs|
|JobCosts||Tables||Return a list of all costs of jobs.|
|JobNotes||Tables||Return a list of all notes of a job|
|Jobs||Tables||Return a list of all jobs.|
|JobTasks||Tables||Return a list of all tasks of jobs.|
|Leads||Tables||Return a list of all leads.|
|PurchaseOrders||Tables||Return a list of all purchase orders|
|StaffList||Tables||Return a list of all staff members|
|SupplierContacts||Tables||Return a list of all suppliers.|
|Suppliers||Tables||Return a list of all suppliers.|
|Times||Tables||Return a list of all time sheets.|
|Categories||Views||Return a list of all categories|
|ClientDocuments||Views||Return a list of all documents of the clients.|
|ClientNotes||Views||Return all notes of clients|
|Invoices||Views||Return a list of invoices|
|JobDocuments||Views||Return a list of all documents of a job|
|JobMilestones||Views||Return all milestones of jobs|
|PurchaseOrderCosts||Views||Return all purchase order costs|
|Quotes||Views||Return a list of all quotes|
|Tasks||Views||Return a list of all tasks|
|Templates||Views||Return a list of all templates|