Xero WorkflowMax ETL Source

See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Xero WorkflowMax connector.

In Gathr, it can be added as a channel to help in fetching customers’ and prospects’ data and transform it as needed before storing it in a desired data warehouse to run further analytics.

Schema Type #

See the topic Provide Schema for ETL Source → to know how schema details can be provided for data sources.

After providing schema type details, the next step is to configure the data source.

Data Source Configuration #

Configure the data source parameters as explained below.

Connection Name #

Connections are the service identifiers. A connection name can be selected from the list if you have created and saved connection details for Xero WorkflowMax earlier. Or create one as explained in the topic - Xero WorkflowMax Connection →

Use the Test Connection option to ensure that the connection with the Xero WorkflowMax channel is established successfully.

A success message states that the connection is available. In case of any error in test connection, edit the connection to resolve the issue before proceeding further.

Entity #

Tables in Xero WorkflowMax are statically defined to model Xero WorkflowMax entities.

If you selected the Fetch From Source method to design the application, the Entities will list as per the configured connection. Select the entity to be read from Xero WorkflowMax.

If you selected the Upload Data File method to design the application, the exact name of the entity should be provided to read the data from Xero WorkflowMax.

If you selected the Fetch From Source method to design the application, the Fields would list as per the Entity chosen in the previous configuration parameter. Select the fields or provide a custom query to read the desired records from Xero WorkflowMax.

Fields #

The conditions to fetch source data from a Xero WorkflowMax table can be specified using this option.

Select Fields: Select the column(s) of the entity that should be read.

Custom Query: Provide an SQL query specifying the read conditions for the source data.

Example: SELECT "Id" FROM Companies

If you selected the Upload Data File method to design the application, provide a custom query to fetch records from the Xero WorkflowMax entity specified in the previous configuration.

Query #

The conditions to fetch source data from a Xero WorkflowMax table can be specified using this option.

Provide an SQL query specifying the read conditions for the source data.

Example: SELECT "Id" FROM Companies

Partitioning #

This section contains partitioning-related configuration parameters.

Enable Partitioning #

This enables parallel reading of the data from the entity.

Partitioning is disabled by default.

If enabled, an additional option will appear to configure the partitioning conditions.

Column #

The selected column will be used to partition the data.

Max Rows per Partition: Enter the maximum number of rows to be read in a single request.

Example: 10,000

It implies that a maximum number of 10,000 rows can be read in one partition.

Advanced Configuration #

This section contains additional configuration parameters.

Fetch Size #

The number of rows to be fetched per round trip. The default value is 1000.

Include Custom Fields #

Determines if Custom Fields should be included as table columns or not. Including CustomFields will impact the performance.

Add Configuration: Additional properties can be added using this option as key-value pairs.

Detect Schema #

Check the populated schema details. For more details, see Schema Preview →

Pre Action #

To understand how to provide SQL queries or Stored Procedures that will be executed during pipeline run, see Pre-Actions →.

Notes #

Optionally, enter notes in the Notes → tab and save the configuration.