This section shows how to set up ODBC connectivity and configure DSNs on macOS.

Minimum macOS Version

The CData ODBC Driver for Xero WorkflowMax driver requires macOS Sierra (10.12) or above.

Licensing the Driver

In a terminal, run the following commands to license the driver. To activate a trial, omit the <key> input.

cd "/Applications/CData ODBC Driver for Xero WorkflowMax/bin"
sudo ./install-license.sh <key>

You'll be prompted for a name and password. These refer to your name and your machine's password.

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.

Uninstalling the Driver

The easiest way to uninstall the driver is to open a terminal and run the included uninstall.sh script, located in the installation directory. For example:

cd "/Applications/CData ODBC Driver for Xero WorkflowMax"
sudo ./uninstall.sh

Note: The script needs to be run from the installation directory.