Using the Microsoft ODBC Data Source Administrator

You can use the Microsoft ODBC Data Source Administrator to edit the DSN configuration. Note that the DSN is created during the installation process.

Complete the following steps to edit the DSN configuration:

1. Select Start > Search, and enter ODBC Data Sources in the Search box.
2. Choose the version of the ODBC Administrator that corresponds to the bitness of your application (32-bit or 64-bit).
3. Click the System DSN tab.
4. Select the system data source and click Configure.
5. Edit the information on the Connection tab and click OK.

Note: For .NET Framework 4.0, the driver distributes Microsoft Visual C++ 2015-2022 Redistributable. For .NET Framework 3.5, the driver distributes Microsoft Visual C++ 2008 Redistributable.

Connecting to Xero WorkflowMax

OAuth

Use the OAuth authentication standard to connect to Xero WorkflowMax API. You can authenticate with a user account. The driver facilitates this as described below.

User Accounts

The user account flow requires the authenticating user to interact with Xero WorkflowMax via the browser.

Custom Credentials

Since connecting with embedded credentials is deprecated, you must register an app to obtain the OAuthClientId and OAuthClientSecret.

Creating a Custom OAuth App

See Creating a Custom OAuth App for a procedure.