This page provides a guide to Establishing a Connection to Xero WorkflowMax in CData Cloud, as well as information on the available resources, and a reference to the available connection properties.

Connecting to Xero WorkflowMax

Establishing a Connection shows how to authenticate to Xero WorkflowMax and configure any necessary connection properties to create a database in CData Cloud

Accessing Data from CData Cloud Services

Accessing data from Xero WorkflowMax through the available standard services and CData Cloud administration is documented in further details in the CData Cloud Documentation.

Connect to Xero WorkflowMax by selecting the corresponding icon in the Database tab. Required properties are listed under Settings. The Advanced tab lists connection properties that are not typically required.

Connecting to Xero WorkflowMax

Use the OAuth authentication standard to connect to Xero WorkflowMax API and authenticate with a user account from the Web, a Desktop, or a Headless Server. This requires you to set AuthScheme to OAuth, and to create and register a custom OAuth application.

The following subsections describe how to authenticate to Xero WorkflowMax from the three common authentication flows. For information about how to create a custom OAuth application, see Creating a Custom OAuth Application. For a complete list of connection string properties available in Xero WorkflowMax, see Connection.

Automatic refresh of the OAuth access token:

To have the Cloud automatically refresh the OAuth access token, do the following:

1. Before connecting to data for the first time, set the following connection parameters:
   • InitiateOAuth = REFRESH.
   • OAuthClientId = the client Id in your application settings.
   • OAuthClientSecret = the client secret in your application settings.
   • OAuthAccessToken = the access token returned by GetOAuthAccessToken.
   • OAuthSettingsLocation = the path where you want the Cloud to save the OAuth values, which persist across connections.
2. On subsequent data connections, set the following:
   • InitiateOAuth
   • OAuthSettingsLocation

Manual refresh of the OAuth access token:

The only value needed to manually refresh the OAuth access token is the OAuth refresh token.

1. To manually refresh the OAuthAccessToken after the ExpiresIn period (returned by GetOAuthAccessToken) has elapsed, call the RefreshOAuthAccessToken stored procedure.
2. Set the following connection properties:
   • OAuthClientId = the Client Id in your application settings.
   • OAuthClientSecret = the Client Secret in your application settings.

3. Call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuth refresh token returned by GetOAuthAccessToken.
4. After the new tokens have been retrieved, set the OAuthAccessToken property to the value returned by RefreshOAuthAccessToken. This opens a new connection.

Store the OAuth refresh token so that you can use it to manually refresh the OAuth access token after it has expired.

Customizing the SSL Configuration

By default, the Cloud attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store.

To specify another certificate, see the SSLServerCert property for the available formats to do so.

Connecting Through a Firewall or Proxy

HTTP Proxies

To connect through the Windows system proxy, you do not need to set any additional connection properties. To connect to other proxies, set ProxyAutoDetect to false.

In addition, to authenticate to an HTTP proxy, set ProxyAuthScheme, ProxyUser, and ProxyPassword, in addition to ProxyServer and ProxyPort.

Other Proxies

Set the following properties:

• To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
• To tunnel the connection, set FirewallType to TUNNEL.
• To authenticate, specify FirewallUser and FirewallPassword.
• To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Overview

This section shows the available API objects and provides more information on executing SQL to Xero WorkflowMax APIs.

Key Features

• The Cloud models Xero WorkflowMax entities like Clients, Suppliers, and Jobs as relational views, allowing you to write SQL to query Xero WorkflowMax data.
• Stored procedures allow you to execute operations to Xero WorkflowMax.
• Live connectivity to these objects means any changes to your Xero WorkflowMax account are immediately reflected when using the Cloud.

Custom Fields

The XeroWOrkflowMax driver supports custom fields. To be able to retrieve and update custom fields IncludeCustomFields must be set as a connection property. Remember that the driver will be slow when getting custom fields as it fetches them one by one. To improve performance try to specify the ID of the resource you are trying to query.

The Cloud models the data in Xero WorkflowMax as a list of tables in a relational database that can be queried using standard SQL statements.

CData Cloud - Xero WorkflowMax Tables

Name	Description
ClientContacts	Return a list of all contacts of clients.
ClientGroups	Return a list of all client groups
Clients	Return a list of all clients.
Costs	Return a list of all costs
JobCosts	Return a list of all costs of jobs.
JobNotes	Return a list of all notes of a job
Jobs	Return a list of all jobs.
JobTasks	Return a list of all tasks of jobs.
Leads	Return a list of all leads.
PurchaseOrderDrafts	Return a list of all draft purchase orders
PurchaseOrders	Return a list of all purchase orders
StaffList	Return a list of all staff members
SupplierContacts	Return a list of all suppliers.
Suppliers	Return a list of all suppliers.
Times	Return a list of all time sheets.

Return a list of all contacts of clients.

Select

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• UUID supports the '=' operator.

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM ClientContacts WHERE UUID = '3cfb9bd0-dac7-40d0-8fb7-db8e23d14bd9'
SELECT * FROM ClientContacts WHERE UUID IN ('3cfb9bd0-dac7-40d0-8fb7-db8e23d14bd9', 'd807cf4c-a2b9-428a-82e7-124b4f3ddab4')

Insert

ClientUUID and Name are required to insert. The following query creates a new ClientContact:

INSERT INTO ClientContacts (ClientUUID, Name) VALUES ('c6ec5c2c-2657-4ce3-b035-022c02b9f19e', 'Rambo')

Update

You can update a ClientContact by specifying the ClientContact UUID:

UPDATE ClientContacts SET Name = 'Arnold' WHERE UUID = '3cfb9bd0-dac7-40d0-8fb7-db8e23d14bd9'

Delete

Delete a ClientContact by specifying the ClientContact UUID:

DELETE FROM ClientContacts WHERE UUID = '3cfb9bd0-dac7-40d0-8fb7-db8e23d14bd9'

Columns

Name	Type	ReadOnly	Description
ClientUUID	String	False	The ID of the client
UUID [KEY]	String	True	The id of the contact which belongs to the client
Name	String	False	The name of the contact
Mobile	String	False	Mobile number of the contact
Email	String	False	Email of the contact
Phone	String	False	Phone number of the contact
Position	String	False	The position of the contact
Salutation	String	False	Salutation is used following 'Dear...
Addressee	String	False	The addresse of the contact
IsPrimary	String	False	Determines if this contact is the main contact used by client Yes | No

Return a list of all client groups

Select

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• UUID supports the '=' operator.

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM ClientGroups WHERE UUID = '3cfb9bd0-dac7-40d0-8fb7-db8e23d14bd9'
SELECT * FROM ClientGroups WHERE UUID IN ('c6ec5c2c-2657-4ce3-b035-022c02b9f19e', '5a92d62b-089f-4d28-a4d2-c69692edc41a')

Insert

ClientUUID and Name are required to insert. The following query creates a new ClientGroup:

INSERT INTO ClientGroups (Name, ClientUUID, Taxable) VALUES ('Clients', '446ddb14-4084-48fc-83bd-76b89125450a', true)

Delete

Delete a ClientGroup by specifying the ClientGroup UUID:

DELETE FROM ClientGroups WHERE UUID = 'c6ec5c2c-2657-4ce3-b035-022c02b9f19e'

Columns

Name	Type	ReadOnly	Description
UUID [KEY]	String	True	The Id of the client group
Name	String	False	The name of the client group
Taxable	String	False	Optional taxable group setting for Practice Manager users
ClientUUID	String	False	Used for creating a ClientGroup as it is required to put at least one client denoted by their Client ID.

Return a list of all clients.

Select

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• UUID supports the '=' operator.
• Name supports 'CONTAINS'.

UUID column allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM Clients WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'
SELECT * FROM Clients WHERE UUID IN ('9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '446ddb14-4084-48fc-83bd-76b89125450a')
SELECT * FROM Clients WHERE CONTAINS (Name, 'Brian')
SELECT * FROM Clients WHERE ModifiedSince = '2012-06-05T06:00:00'

Insert

Name is required to insert. The following query creates a new Clients:

INSERT INTO Clients (Name) VALUES ('some name')

Update

You can update by specifying the Clients UUID:

UPDATE Clients SET Name = 'Arnold' WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'

Delete

Delete a Client by specifying the Client UUID:

DELETE FROM Clients WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'

Archive a Client by specifying the Client UUID and setting Archive=true:

DELETE FROM Clients WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2' AND Archive = true

Columns

Name	Type	ReadOnly	Description
UUID [KEY]	String	True	The Id of the client.
Name	String	False	The name of the client.
Email	String	False	The email of the client.
Address	String	False	The address of the client.
City	String	False	The city where the client is located.
Region	String	False	The region where the client is located.
PostCode	String	False	The postal code of where the client is located.
Country	String	False	The country where the client is located.
PostalAddress	String	False	The address of the postal office.
PostalCity	String	False	The city where the postal office is located.
PostalRegion	String	False	The region where the postal office is located.
PostalPostCode	String	False	The postal code of the postal office.
PostalCountry	String	False	The country where the postal office is located.
Phone	String	False	The phone number of the client.
Fax	String	False	The fax number of the client.
Website	String	False	The website associated with the client.
ReferralSource	String	False	Source the client was referred by.
ExportCode	String	False	The export code (such as an account code / tax code) associated with the client.
IsProspect	String	False	Determines if the client is a potential customer
AccountManagerUUID	String	False	Optional - ID of staff member.
AccountManagerName	String	True	Name of staff member.
TypeName	String	True	The type of client
TypeCostMarkup	String	True	The markup % of the type of client
TypePaymentTerm	String	True	The payment terms of the type of client
TypePaymentDay	String	True	The payment day / number of days of the type of client
FirstName	String	False	Optional for individuals, firstname of the individual
LastName	String	False	Optional for individuals, LastName of the individual
OtherName	String	False	Optional for individuals, OtherName of the individual
DateOfBirth	Datetime	False	Optional for individuals, date of birth of the individual
BillingClientUUID	String	False	Used in cases where the client is different than the billing client.
BillingClientName	String	False	Billing client name.
JobManagerUUID	String	False	optional - ID of staff member
JobManagerName	String	True	Name of staff member.
TaxNumber	String	False	Identifying number used for tax purposes
CompanyNumber	String	False	The company registration number.
BusinessNumber	String	False	Name of Business Structure (as per Admin)
BalanceMonth	String	False	e.g. Jan, 1, Feb, 2, Mar, 3 etc
PrepareGST	String	False	Yes or No
GSTRegistered	String	False	Yes or No
GSTPeriod	String	False	1, 2, 6
GSTBasis	String	False	Invoice, Payment, Hybrid
ProvisionalTaxBasis	String	False	Standard Option, Estimate Option, Ratio Option
ProvisionalTaxRatio	String	False	Tax ratio for the client when the Ratio option is selected for ProvisionalTaxBasis.
SignedTaxAuthority	String	False	Yes or No (NZ clients only)
TaxAgent	String	False	Name of Tax Agent (as per Admin) (NZ clients only)
AgencyStatus	String	False	With EOT, Without EOT, Unlinked (NZ clients only)
ReturnType	String	False	IR3, IR3NR, IR4, IR6, IR7, IR9, PTS (NZ clients only)
PrepareActivityStatement	String	False	Yes or No (AU clients only)
PrepareTaxReturn	String	False	Yes or No (AU clients only)

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name	Type	Description
ModifiedSince	String	Used for filtering clients from their last time modified.
Archive	Boolean	Used for archiving a Client not deleting it completely

Return a list of all costs

Select

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• UUID supports the '=' operator.

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM Costs WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'
SELECT * FROM Costs WHERE UUID IN ('9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '9d382fcf-7013-4d97-8dd8-c08e8b26av43')

Insert

Description, UnitPrice, UnitCost are required to insert. The following query creates a new Cost:

INSERT INTO Costs (Description, UnitPrice, UnitCost) VALUES ('decr', 100, 200)

Update

You can update a Cost by specifying the Cost UUID:

UPDATE Costs SET UnitPrice = '101' WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'

Delete

Delete a Cost by specifying the Cost UUID:

DELETE FROM Costs WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'

Columns

Name	Type	ReadOnly	Description
UUID [KEY]	String	True	The Id of the Cost.
Description	String	False	The description related to the cost.
Code	String	False	The code of the unit.
Note	String	False	The note related to the cost.
UnitCost	Float	False	Cost per unit.
UnitPrice	Float	False	Price per unit.
SupplierUUID	String	False	Determines the supplier identifier.
SupplierName	String	True	Determines the supplier name.

Return a list of all costs of jobs.

Select

Note: Because of Xero WorkflowMax API restrictions the Job ID filters will not work properly while using custom Job numbers which have punctuation in them. This is a known issue that Xero refuses to fix. Please change the Job number so there is no punctuation and try again. In case you are using custom Job numbers with punctuation in them you may encounter 404 Not Found error in Jobs and JobCosts tables.

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• JobID supports the '=' operator.

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM JobCosts WHERE JobID = 'J000002'
SELECT * FROM JobCosts WHERE JobID IN ('J000001', 'J000002')

Insert

JobID, Date, Description, Quantity, UnitCost, UnitPrice are required to insert. The following query creates a new JobCost:

INSERT INTO JobCosts (JobID, Date, Description, Quantity, UnitCost, UnitPrice) VALUES ('J000002', '2019-07-17T00:00:00', 'Maybach', '123', 30, 50)

Columns

Name	Type	ReadOnly	Description
JobID	String	False	Job Identifier related to the cost.
UUID [KEY]	String	True	Cost identifier.
Date	Datetime	False	The date when the cost was created.
Description	String	False	The description related to the cost.
Code	String	False	The code of the unit.
Note	String	False	The note related to the cost.
Quantity	Double	False	Product quantity.
UnitCost	Float	False	Cost per unit.
UnitPrice	Float	False	Price per unit.
SupplierUUID	String	False	Determines the supplier identifier.
SupplierName	String	True	Determines the supplier name.
Billable	String	True	Determines if the cost is billable or not true(default) | false.

Return a list of all notes of a job

Select

The Cloud will process all filters client side.

Insert

JobID, Title, Text are required to insert. The following query creates a new JobNote:

INSERT INTO JobNotes (JobID, Title, Text) VALUES ('J000001', '133193699', 'some notes')

Columns

Name	Type	ReadOnly	Description
JobID	String	False	The ID of the job which has the note.
UUID [KEY]	String	True	The note identifier.
Title	String	False	The title of the note.
Text	String	False	The text of the note.
Folder	String	False	The folder where the note is.
Date	Datetime	True	The date on which the note was created.
CreatedBy	String	True	The name of the staff who created the note.
Comments	String	True	All comments in a note in xml format.
Public	String	False	Determines if the note is public to staff members. True | False

Return a list of all jobs.

Select

Note: Because of Xero WorkflowMax API restrictions the Job ID filters will not work properly while using custom Job numbers which have punctuation in them. This is a known issue that Xero refuses to fix. Please change the Job number so there is no punctuation and try again. In case you are using custom Job numbers with punctuation in them you may encounter 404 Not Found error in Jobs and JobCosts tables.

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• Id supports the '=' operator.
• AssignedStaffUUID supports the '=' operator.
• ClientUUID supports the '=' operator.
• CreatedDate supports the '<=,<,=,>,>=' operators.

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM Jobs WHERE CreatedDate >= '2020-12-12' AND CreatedDate <= '2020-12-12'
SELECT * FROM Jobs WHERE CreatedDate = '2020-12-12'
SELECT * FROM Jobs WHERE CreatedDate >= '2020-12-12'
SELECT * FROM Jobs WHERE ID = 'J000001'
SELECT * FROM Jobs WHERE AssignedStaffUUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'
SELECT * FROM Jobs WHERE ClientUUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'
SELECT * FROM Jobs WHERE ID IN ('23423', '34534')
SELECT * FROM Jobs WHERE AssignedStaffUUID IN ('9d382fcf-7013-4d97-8dd8-c08e8b26a8f6', '9d382fcf-7013-4d97-8dd8-c08e8b26a4d2')
SELECT * FROM Jobs WHERE ClientUUID IN ('9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '9d382fcf-7013-4d97-8dd8-c08e8b26a6i1')

Notes:
-When executing a simple SELECT * query the Cloud will retrieve only your current Invoices.
-When specifying CreatedDate the Cloud will retrieve the current and archived Jobs.

Insert

Name, ClientUUID, StartDate, DueDate are required to insert. The following query creates a new Job:

INSERT INTO Jobs (Name, ClientUUID, StartDate, DueDate) VALUES ('Job Name', '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '2019-07-17T00:00:00', '2019-07-17T00:00:00')

Update

You can update by specifying the Job ID:

UPDATE Jobs SET StartDate = '2007-07-16T00:00:00' WHERE Id = 'J000003'

Delete

Delete a Job by specifying the Job ID:

DELETE FROM Jobs WHERE ID = 'J000003'

Columns

Name	Type	ReadOnly	Description
ID [KEY]	String	False	Job identifier.
Name	String	False	The name of the job.
Description	String	False	The description related to the job.
State	String	True	The state of the job.
ClientOrderNumber	String	False	Order number assoicated with this job.
StartDate	Datetime	False	The date when the job has started.
DueDate	Datetime	False	The date when the job should be completed.
CompletedDate	Datetime	False	The date when the job has been completed.
ClientUUID	String	False	The client identifier related to the job.
ClientName	String	False	The client name related to the job.
ContactUUID	String	False	The client identifier related to the job.
ContactName	String	False	The client name related to the job.
ManagerUUID	String	False	The manager identifier related to the job.
ManagerName	String	False	The manager name related to the job.
PartnerUUID	String	False	The partner identifier related to the job.
PartnerName	String	False	The partner name related to the job.
AssignedStaff	String	True	List of staff members assigned to the job in xml format.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name	Type	Description
TemplateUUID	String	Used while inserting a job to determine its initial template.
CategoryUUID	String	Used while inserting a job to determine its initial category.
AssignedStaffUUID	String	Used to filter jobs based on the staff member assigned.
CreatedDate	Date	Used to filter jobs from their date of creation.

Return a list of all tasks of jobs.

Select

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• Complete supports the '=' operator.
• CreatedDate supports the '<=,<,=,>,>=' operators.

SELECT * FROM JobTasks WHERE Complete = False
SELECT * FROM JobTasks WHERE CreatedDate >= '2000-11-11' AND CreatedDate <= '2020-11-11'
SELECT * FROM JobTasks WHERE CreatedDate = '2000-11-11'
SELECT * FROM JobTasks WHERE CreatedDate >= '2000-11-11'
SELECT * FROM JobTasks WHERE CreatedDate >= '2000-11-11' AND CreatedDate <= '2020-11-11' AND Complete = true

Insert

EstimatedMinutes, TaskID, JobID, Name, StartDate, DueDate are required to insert. The following query creates a new JobTask:

INSERT INTO JobTasks (EstimatedMinutes, TaskUUID, JobID, Name, StartDate, DueDate) VALUES ('100', '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', 'J000002', '21910642', '2019-07-17T00:00:00', '2019-07-17T00:00:00')

Columns

Name	Type	ReadOnly	Description
JobID	String	True	The job identifier related to the task.
UUID [KEY]	String	True	The task identifier.
TaskUUID	String	True	The task identifier references Tasks.ID.
Name	String	True	The name of the task.
Description	String	True	The description related to the task.
EstimatedMinutes	Int	True	The estimated time for completing the task.
ActualMinutes	Int	True	Actual time passed.
Completed	Boolean	True	Determine if the task is completed or not.
Billable	Boolean	True	Determines if the task is billable or not true(default) | false.
CreatedDate	Date	True	Determines the datetime when the task has started.
DueDate	Date	True	Determines the datetime when the task should be finished.
AssignedStaffUUID	String	True	List of staff members assigned to the job in xml format
Label	String	False	Used while inserting to determine a label to the task.

Return a list of all leads.

Select

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• UUID supports the '=' operator.
• CreatedDate supports the '<=,<,=,>,>=' operators.

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM Leads WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'
SELECT * FROM Leads WHERE CreatedDate >= '2000-12-12' AND CreatedDate <= '2020-12-12'
SELECT * FROM Leads WHERE CreatedDate = '2000-12-12'
SELECT * FROM Leads WHERE CreatedDate >= '2000-12-12'
SELECT * FROM Leads WHERE UUID IN ('9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '9d382fcf-7013-4d97-8dd8-c08e8b26a5k9')

Notes:
-When executing a simple SELECT * query the Cloud will retrieve only your current Leads.
-When specifying CreatedDate the Cloud will retrieve all Leads.

Insert

Name, ClientUUID, OwnerID are required to insert. The following query creates a new Lead:

INSERT INTO Leads (Name, ClientUUID, OwnerUUID) VALUES ('hey', '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '9d382fcf-7013-4d97-8dd8-c08e8b26a3f7')

Columns

Name	Type	ReadOnly	Description
UUID [KEY]	String	True	Lead identifier.
Name	String	True	The name of the lead.
Description	String	True	The description of the lead.
State	String	True	The state of the lead.
CreatedDate	Datetime	True	The date when the lead was created.
DateWonLost	String	True	Date this lead was either won or lost.
Category	String	True	The category of the lead.
EstimatedValue	Int	True	Estimated value of the lead.
ClientUUID	String	True	The client identifier related to the lead.
ClientName	String	True	The client name related to the lead.
ContactUUID	String	True	The contact ID of the client related to the lead.
ContactName	String	True	The contact name of the client related to the lead.
OwnerUUID	String	True	The owner ID related to the lead.
OwnerName	String	True	The owner name related to the lead.
CategoryUUID	String	False	Used while inserting to determine a category for the lead.
TemplateUUID	String	False	Used while inserting to determine a template for the lead.

Return a list of all draft purchase orders

Select

The Cloud will process all filters client side.

Insert

To insert into PurchaseOrderDrafts you will need to insert temporary at least one PurchaseOrderCost which will serve as items for the PurchaseOrder. You can do that by denoting the table name as PurchaseOrderCosts#TEMP. After inserting to the temporary table you can execute an insert to PurchaseOrders by setting PurchaseOrderCosts = PurchaseOrderCosts#TEMP as in the query below. JobID, SupplierUUID, Date, PurchaseOrderCosts are required to insert. The following queries are needed to create a new PurchaseOrder with 2 PurchaseOrderCost items:

INSERT INTO PurchaseOrderCosts#TEMP (Description, Quantity, UnitCost, Code, Note) VALUES ('first', 4, 50, '123', 'note')
INSERT INTO PurchaseOrderCosts#TEMP (Description, Quantity, UnitCost, Code, Note) VALUES ('second', 42, 502, '1234', 'note2')
INSERT INTO PurchaseOrderDrafts (JobID, SupplierUUID, Date, PurchaseOrderCosts) VALUES ('J000002', '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '2019-07-17T00:00:00', 'PurchaseOrderCosts#TEMP')

Alternatively you can execute an INSERT operation on PurchaseOrder by setting the value for PurchaseOrderCosts as a xml string of items in the following structure:

    <Item>
      <UnitCost>50</UnitCost>
      <Description>first</Description>
      <Quantity>4</Quantity>
      <Code>123</Code>
      <Note>note</Note>
    </Item>
    <Item>
      <UnitCost>502</UnitCost>
      <Description>second</Description>
      <Quantity>42</Quantity>
      <Code>1234</Code>
      <Note>note2</Note>
    </Item>

Columns

Name	Type	ReadOnly	Description
ID [KEY]	String	False	The purchase order identifier.
Description	String	False	The description related to the purchase order.
State	String	False	The state of the purchase order.
CreatedDate	Datetime	True	The date when the purchase order was created.
DeliveryAddress	String	False	Delivery address for the purchase order.
Amount	Float	True	The amount to pay.
AmountTax	Float	True	The tax amount to pay.
AmountIncludingTax	Float	True	The total amount to pay including tax.
SupplierUUID	String	False	The supplier identifier related to the purchase order.
SupplierName	String	True	The supplier name related to the purchase order.
JobID	String	False	The job identifier related to the purchase order.
JobName	String	True	The job name related to the purchase order.
PurchaseOrderCosts	String	False	Lists all purchase orders costs, xml format.

Return a list of all purchase orders

Select

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• Id supports the '=' operator.
• JobID supports the '=' operator.
• CreatedDate supports the '<=,<,=,>,>=' operators.

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM PurchaseOrders WHERE ID = '2512811'
SELECT * FROM PurchaseOrders WHERE CreatedDate >= '2000-12-12' AND CreatedDate <= '2020-12-12'
SELECT * FROM PurchaseOrders WHERE CreatedDate = '2000-12-12'
SELECT * FROM PurchaseOrders WHERE CreatedDate >= '2000-12-12'
SELECT * FROM PurchaseOrders WHERE ID IN ('23423', '34534')
SELECT * FROM PurchaseOrders WHERE JobID IN ('23423', '34534')

Notes:
-When executing a simple SELECT * query the Cloud will retrieve only your current PurchaseOrders.
-When specifying CreatedDate the Cloud will retrieve the current and archived PurchaseOrders.

Insert

To insert into PurchaseOrders you will need to insert temporary at least one PurchaseOrderCost which will serve as items for the PurchaseOrder. You can do that by denoting the table name as PurchaseOrderCosts#TEMP. After inserting to the temporary table you can execute an insert to PurchaseOrders by setting PurchaseOrderCosts = PurchaseOrderCosts#TEMP as in the query below. JobID, SupplierUUID, Date, PurchaseOrderCosts are required to insert. The following queries are needed to create a new PurchaseOrder with 2 PurchaseOrderCost items:

INSERT INTO PurchaseOrderCosts#TEMP (Description, Quantity, UnitCost, Code, Note) VALUES ('first', 4, 50, '123', 'note')
INSERT INTO PurchaseOrderCosts#TEMP (Description, Quantity, UnitCost, Code, Note) VALUES ('second', 42, 502, '1234', 'note2')
INSERT INTO PurchaseOrders (JobID, SupplierUUID, Date, PurchaseOrderCosts) VALUES ('J000002', '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '2019-07-17T00:00:00', 'PurchaseOrderCosts#TEMP')

Alternatively you can execute an INSERT operation on PurchaseOrder by setting the value for PurchaseOrderCosts as a xml string of items in the following structure:

    <Item>
      <UnitCost>50</UnitCost>
      <Description>first</Description>
      <Quantity>4</Quantity>
      <Code>123</Code>
      <Note>note</Note>
    </Item>
    <Item>
      <UnitCost>502</UnitCost>
      <Description>second</Description>
      <Quantity>42</Quantity>
      <Code>1234</Code>
      <Note>note2</Note>
    </Item>

Columns

Name	Type	ReadOnly	Description
ID [KEY]	String	False	The purchase order identifier.
Description	String	False	The description related to the purchase order.
State	String	False	The state of the purchase order.
CreatedDate	Datetime	True	The date when the purchase order was created.
DeliveryAddress	String	False	Delivery address for the purchase order.
Amount	Float	True	The amount to pay.
AmountTax	Float	True	The tax amount to pay.
AmountIncludingTax	Float	True	The total amount to pay including tax.
SupplierUUID	String	False	The supplier identifier related to the purchase order.
SupplierName	String	True	The supplier name related to the purchase order.
JobID	String	False	The job identifier related to the purchase order.
JobName	String	True	The job name related to the purchase order.
PurchaseOrderCosts	String	False	Lists all purchase orders costs, xml format.

Return a list of all staff members

Select

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• UUID supports the '=' operator.

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM StaffList WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'
SELECT * FROM StaffList WHERE UUID IN ('9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '9d382fcf-7013-4d97-8dd8-c08e8b26a9f6')

Insert

Name is required to insert. The following query creates a new StaffList member:

INSERT INTO StaffList (Name) VALUES ('J000002')

Update

You can update a Staff member by specifying the Staff member UUID:

UPDATE StaffList SET Email = '[email protected]', Phone = '23489235' WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'

Delete

Delete a Staff member by specifying the Staff member UUID:

DELETE FROM StaffList WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'

Columns

Name	Type	ReadOnly	Description
UUID [KEY]	String	True	The staff member identifier.
Name	String	False	The staff member name.
Email	String	False	The staff member email.
Phone	String	False	The staff member phone number.
Mobile	String	False	The staff member mobile number.
Address	String	False	The staff member address.
PayrollCode	String	False	Payroll code for the staff member.

Return a list of all suppliers.

Select

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• UUID supports the '=' operator.

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM SupplierContacts WHERE UUID IN ('9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '9d382fcf-7013-4d97-8dd8-c08e8b26a5hj')
SELECT * FROM SupplierContacts WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'

Insert

SupplierUUID, Name are required to insert. The following query creates a new SupplierContact:

INSERT INTO SupplierContacts (SupplierUUID, Name) VALUES ('9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', 'ckemi')

Update

You can update a SupplierContact by specifying the SupplierContact UUID:

UPDATE SupplierContacts SET Name = '[email protected]', Mobile = '23489235' WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'

Columns

Name	Type	ReadOnly	Description
SupplierUUID	String	False	The ID of the supplier.
UUID [KEY]	String	True	The id of the contact which belongs to the supplier.
Name	String	False	The name of the contact.
Mobile	String	False	The mobile number of the contact.
Email	String	False	The email of the contact.
Phone	String	False	The phone number of the contact.
Position	String	False	The position of the contact.

Return a list of all suppliers.

Select

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• UUID supports the '=' operator.

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM Suppliers WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'
SELECT * FROM Suppliers WHERE UUID IN ('9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '9d382fcf-7013-4d97-8dd8-c08e8b26a3f7')

Insert

Name is required to insert. The following query creates a new Supplier:

INSERT INTO Suppliers (Name) VALUES ('Arnold')

Update

You can update by specifying the UUID:

UPDATE Suppliers SET Address = '[email protected]', City = '23489235' WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'

Delete

Delete a Supplier by specifying the Supplier UUID:

DELETE FROM Suppliers WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'

Archive a Supplier by specifying the Supplier UUID and setting Archive=true in the query:

DELETE FROM Suppliers WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2' AND Archive = true

Columns

Name	Type	ReadOnly	Description
UUID [KEY]	String	True	The Id of the supplier.
Name	String	False	The name of the supplier.
Address	String	False	The address of the supplier.
City	String	False	The city where the supplier is located.
Region	String	False	The region where the client is located.
PostCode	String	False	The postal code of where the supplier is located.
Country	String	False	The country where the supplier is located.
PostalAddress	String	False	The address of the postal office.
PostalCity	String	False	The city where the postal office is located.
PostalRegion	String	False	The region where the postal office is located.
PostalPostCode	String	False	The postal code of the postal office.
PostalCountry	String	False	The country where the postal office is located.
Phone	String	False	The phone number of the supplier.
Fax	String	False	The fax number of the supplier.
Website	String	False	The website of the supplier.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name	Type	Description
Archive	String	Used for archiving a supplier not deleting it completely

Return a list of all time sheets.

Select

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• UUID supports the '=' operator.
• JobID supports the '=' operator.
• StaffID supports the '=' operator.
• CreatedDate supports the '<=,<,=,>,>=' operators.

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM Times WHERE JobID = 'J000001'
SELECT * FROM Times WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'
SELECT * FROM Times WHERE CreatedDate >= '2018-12-12' AND CreatedDate <= '2020-12-12'
SELECT * FROM Times WHERE StaffUUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2' AND CreatedDate >= '2018-12-12' AND CreatedDate <= '2020-12-12'
SELECT * FROM Times WHERE UUID IN ('9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '9d382fcf-7013-4d97-8dd8-c08e8b26g3h2')
SELECT * FROM Times WHERE StaffUUID IN ('9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '9d382fcf-7013-4d97-8dd8-c08e8b26g3h2')
SELECT * FROM Times WHERE JobID IN ('J000001', 'J000002')

Insert

JobID, TaskID, StaffID, Date, Minutes are required to insert. The following query creates a new Time entry:

INSERT INTO Times (JobID, TaskUUID, StaffUUID, Date, Minutes) VALUES ('J000001', '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '9d382fcf-7013-4d97-8dd8-c08e8b26a5e8', '2019-06-27T00:00:00', '240')

Update

You can update by specifying the UUID:

UPDATE Times SET Date = '2019-06-27T00:00:00', Minutes = '240' WHERE UUID = '250193564'

Delete

Delete a Time entry by specifying the UUID:

DELETE FROM Times WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'

Columns

Name	Type	ReadOnly	Description
UUID [KEY]	String	False	The Id of the timesheet entry.
JobID	String	False	The Id of the job related to the timesheet entry.
JobName	String	True	The name of the job related to the timesheet entry.
TaskUUID	String	False	The Id of the task related to the timesheet entry.
TaskName	String	True	The name of the task related to the timesheet entry.
StaffUUID	String	False	The Id of the staff related to the timesheet entry.
StaffName	String	True	The name of the staff related to the timesheet entry.
CreatedDate	Datetime	False	The date of the timesheet entry .
Minutes	Int	False	The minutes of how much the timesheet entry will last.
Note	String	False	The note related to the timesheet entry.
Billable	Boolean	False	Boolean indicating if this time is billable or not.
Start	Time	False	The start time of the timesheet entry.
End	Time	False	The time when the timesheet entry ended.

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

CData Cloud - Xero WorkflowMax Views

Name	Description
Categories	Return a list of all categories
ClientDocuments	Return a list of all documents of the clients.
ClientNotes	Return all notes of clients
InvoiceDrafts	Return a list of draft invoices
InvoicePayments	Return a list of invoice payments
Invoices	Return a list of invoices
InvoicesJobTask	Return a list of invoices related to Tasks.
JobDocuments	Return a list of all documents of a job
JobMilestones	Return all milestones of jobs
LeadCategories	Return a list of lead categories
PurchaseOrderCosts	Return all purchase order costs
QuoteDrafts	Return a list of all draft quotes
Quotes	Return a list of all quotes
QuotesCost	Return a list of quotes related to costs.
QuotesOption	Return a list of quotes related to options.
QuotesTask	Return a list of quotes related to Tasks.
Tasks	Return a list of all tasks
Templates	Return a list of all templates

Return a list of all categories

Select

The Cloud will process all filters client side.

Columns

Name	Type	Description
UUID [KEY]	String	The Id of the category
Name	String	The name of the category

Return a list of all documents of the clients.

Select

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• ClientUUID supports the '=' operator.

To execute a SELECT query to ClientDocuments you must provide the ClientUUID as a WHERE condition. Specifically, the following are processed server-side:

SELECT * FROM ClientDocuments WHERE ClientUUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM ClientDocuments WHERE ClientUUID IN ('9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '446ddb14-4084-48fc-83bd-76b89125450a')

Columns

Name	Type	Description
ClientUUID [KEY]	String	The ID of the client which has the document.
Title	String	The title of the document.
Text	String	The note relating to the document.
Folder	String	The folder where the document is.
Date	Datetime	The date on which the document was created.
CreatedBy	String	The name of the staff who created the document.
URL	String	The URL used to direct download the document.

Return all notes of clients

Select

The Cloud will process all filters client side.

Columns

Name	Type	Description
ClientUUID [KEY]	String	The ID of the Client which has the notes.
Title	String	The title of the note.
Text	String	The text on the note.
Folder	String	The folder where the note is.
Date	Date	The date on which the note was created.
CreatedBy	String	The name of the staff who created the document.

Return a list of draft invoices

Select

The Cloud will process all filters client side.

Columns

Name	Type	Description
UUID [KEY]	String	The name of the category
Type	String	Determines the type of the invoice.
Status	String	Status of the invoice Approved, Paid, Draft, Cancelled
JobID	String	Id of the job associated with this Invoice.
CreatedDate	Date	Determines the date when the invoice was created.
DueDate	Date	Determines the due date for the invoice.
Amount	Float	The amount to pay.
AmountTax	Float	The tax amount to pay.
AmountIncludingTax	Float	The total amount to pay including tax.
AmountPaid	Float	Determine the amount which has already been paid.
AmountOutstanding	Float	Determines the amount thats left to pay.
ClientUUID	String	Client identifier related to the invoice.
ClientName	String	Client name related to teh invoice.
ContactUUID	String	Contact identifier of the client related to the invoice.
ContactName	String	Contact name of the client related to the invoice.

Return a list of invoice payments

Select

The Cloud will process all filters client side.

Columns

Name	Type	Description
InvoiceID [KEY]	String	The identifier of the invoice
Date	Date	The date of the payment
Amount	Float	The amount that has been payed.
Reference	String	The reference of the payment

Return a list of invoices

Select

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• CreatedDate supports the '<=,<,=,>,>=' operators.

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM Invoices WHERE CreatedDate >= '2019-08-07' AND CreatedDate <= '2019-08-07'
SELECT * FROM Invoices WHERE CreatedDate >= '2019-08-07'
SELECT * FROM Invoices WHERE CreatedDate = '2019-08-07'

Notes:
-When executing a simple SELECT * query the Cloud will retrieve only your current Invoices.
-When specifying CreatedFrom and CreatedTo the Cloud will retrieve the current and archived Invoices.

Columns

Name	Type	Description
ID [KEY]	String	The name of the category
Type	String	Determines the type of the invoice.
Status	String	Status of the invoice Approved, Paid, Draft, Cancelled
JobID	String	Id of the job associated with this Invoice.
CreatedDate	Date	Determines the date when the invoice was created.
DueDate	Date	Determines the due date for the invoice.
Amount	Float	The amount to pay.
AmountTax	Float	The tax amount to pay.
AmountIncludingTax	Float	The total amount to pay including tax.
AmountPaid	Float	Determine the amount which has already been paid.
AmountOutstanding	Float	Determines the amount thats left to pay.
ClientUUID	String	Client identifier related to the invoice.
ClientName	String	Client name related to teh invoice.
ContactUUID	String	Contact identifier of the client related to the invoice.
ContactName	String	Contact name of the client related to the invoice.

Return a list of invoices related to Tasks.

Select

The Cloud will process all filters client side except InvoiceID.

SELECT * FROM InvoicesJobTask WHERE InvoiceID = 'I000123'
SELECT * FROM InvoicesJobTask WHERE InvoiceID IN ('I000124', 'I000123')

Columns

Name	Type	Description
InvoiceID [KEY]	String	The identifier of the invoice
Name	String	The Name of the task related to the invoice.
Description	String	The Description of the task related to the invoice.
Minutes	Int	The Minutes of the task related to the invoice.
BillableRate	Double	The BillableRate of the task related to the invoice.
Billable	String	The Billable of the task related to the invoice.
Amount	Double	The Amount of the task related to the invoice.
AmountTax	Double	The AmountTax of the task related to the invoice.
AmountIncludingTax	Double	The AmountIncludingTax of the task related to the invoice.

Return a list of all documents of a job

Select

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• JobID supports the '=' operator.

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM JobDocuments WHERE JobID = 'J000001'
SELECT * FROM JobDocuments WHERE JobID IN ('23423', '34534')

Columns

Name	Type	Description
JobID [KEY]	String	The ID of the job which has the document.
Title	String	The title of the document.
Text	String	The note relating to the document.
Folder	String	The folder where the document is.
Date	Datetime	The date on which the document was created.
CreatedBy	String	The name of the staff who created the document.
URL	String	The URL used to direct download the document.

Return all milestones of jobs

Select

The Cloud will process all filters client side.

Columns

Name	Type	Description
JobID [KEY]	String	The ID of the job related to the milestone.
Date	Date	The date which the mileston refers.
Description	String	The description related to the milestone.
Completed	Boolean	Determines if the milestone has been completed or not.

Return a list of lead categories

Select

The Cloud will process all filters client side.

Columns

Name	Type	Description
UUID [KEY]	String	The UUID of the category
Name	String	The name of the category

Return all purchase order costs

Select

The Cloud will process all filters client side.

Insert

Description, Quantity, UnitCost, Code, Note are required to insert into the temporary table. The following query creates a new PurchaseOrderCost entry in memory:

INSERT INTO PurchaseOrderCosts#TEMP (Description, Quantity, UnitCost, Code, Note) VALUES ('hey descr', 4, 50, '123', 'note')

After inserting to PurchaseOrderCosts#TEMP, you have all the items you need to insert the PurchaseOrder. See PurchaseOrders for more details on inserting to Purchase Orders.

Columns

Name	Type	Description
PurchaseOrderID [KEY]	String	Since costs don't have an identifier this is the Purchase order identifier which references PurchaseOrders.ID
Description	String	The description related to teh cost
Code	String	The code of the unit.
Quantity	Int	Product quantity.
UnitCost	Float	Cost per unit.
Amount	Float	The amount to pay.
AmountTax	Float	The tax amount to pay.
AmountIncludingTax	Float	The total amount to pay including tax.
Note	String	The note related to the cost.

Return a list of all draft quotes

Select

The Cloud will process all filters client side.

Columns

Name	Type	Description
ID [KEY]	String	The quote identifier.
Type	String	The type of the quote.
State	String	The state of the quote.
CreatedDate	Datetime	The date when the quote was created.
ValidDate	Datetime	The date till the quote is valid.
Budget	String	The budget for the quote.
OptionExplanation	String	A description to explain the options related to the quote.
EstimatedCost	Float	Estimated cost amount.
EstimatedCostTax	Float	Estimated tax cost amount.
EstimatedCostIncludingTax	Float	Estimated total amount including tax.
AmountTax	Float	Amount to pay.
AmountIncludingTax	Float	Tax amount to pay.
Amount	Float	Total amount to pay including tax.
ClientUUID	String	The Client identifier which is related to the quote.
ClientName	String	The Client name which is related to the quote.
ContactUUID	String	The contact ID of the client which is related to the quote.
ContactName	String	The contact name of the client which is related to the quote.

Return a list of all quotes

Select

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• Id supports the '=' operator.
• CreatedDate supports the '<=,<,=,>,>=' operators.

All filterable columns except CreatedDate allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM Quotes WHERE ID = 'Q000001'
SELECT * FROM Quotes WHERE CreatedDate >= '2000-12-12' AND CreatedDate <= '2020-12-12'
SELECT * FROM Quotes WHERE CreatedDate = '2000-12-12'
SELECT * FROM Quotes WHERE CreatedDate >= '2000-12-12'
SELECT * FROM Quotes WHERE ID IN ('Q000001', 'Q000002')

Notes:
-When executing a simple SELECT * query the Cloud will retrieve only your current Quotes.
-When specifying CreatedDate the Cloud will retrieve the current and archived Quotes.

Columns

Name	Type	Description
ID [KEY]	String	The quote identifier.
Type	String	The type of the quote.
State	String	The state of the quote.
CreatedDate	Datetime	The date when the quote was created.
ValidDate	Datetime	The date till the quote is valid.
Budget	String	The budget for the quote.
OptionExplanation	String	A description to explain the options related to the quote.
EstimatedCost	Float	Estimated cost amount.
EstimatedCostTax	Float	Estimated tax cost amount.
EstimatedCostIncludingTax	Float	Estimated total amount including tax.
AmountTax	Float	Amount to pay.
AmountIncludingTax	Float	Tax amount to pay.
Amount	Float	Total amount to pay including tax.
ClientUUID	String	The Client identifier which is related to the quote.
ClientName	String	The Client name which is related to the quote.
ContactUUID	String	The contact ID of the client which is related to the quote.
ContactName	String	The contact name of the client which is related to the quote.

Return a list of quotes related to costs.

Select

The Cloud will process all filters client side except QuoteID.

SELECT * FROM QuotesCost WHERE QuoteID = 'Q000123'
SELECT * FROM QuotesCost WHERE QuoteID IN ('Q000124', 'Q000123')

Columns

Name	Type	Description
QuoteID [KEY]	String	The identifier of the Quote.
Description	String	The Description of the task related to the costs.
Note	String	The Note of the task related to the costs.
Code	String	The Code of the task related to the costs.
Billable	String	The Billable of the task related to the costs.
Quantity	Int	The Quantity of the task related to the costs.
UnitCost	Double	The UnitCost of the task related to the costs.
UnitPrice	Double	The UnitPrice of the task related to the costs.
Amount	Double	The Amount of the task related to the costs.
AmountTax	Double	The AmountTax of the task related to the costs.
AmountIncludingTax	Double	The AmountIncludingTax of the task related to the costs.

Return a list of quotes related to options.

Select

The Cloud will process all filters client side except QuoteID.

SELECT * FROM QuotesOption WHERE QuoteID = 'Q000123'
SELECT * FROM QuotesOption WHERE QuoteID IN ('Q000124', 'Q000123')

Columns

Name	Type	Description
QuoteID [KEY]	String	The identifier of the Quote.
Description	String	The Description of the task related to the options.
Note	String	The Note of the task related to the options.
Code	String	The Code of the task related to the options.
Quantity	Int	The Quantity of the task related to the options.
UnitCost	Double	The UnitCost of the task related to the options.
UnitPrice	Double	The UnitPrice of the task related to the options.
Amount	Double	The Amount of the task related to the options.
AmountTax	Double	The AmountTax of the task related to the options.
AmountIncludingTax	Double	The AmountIncludingTax of the task related to the options.

Return a list of quotes related to Tasks.

Select

The Cloud will process all filters client side except QuoteID.

SELECT * FROM QuotesTask WHERE QuoteID = 'Q000123'
SELECT * FROM QuotesTask WHERE QuoteID IN ('Q000124', 'Q000123')

Columns

Name	Type	Description
QuoteID [KEY]	String	The identifier of the Quote.
Name	String	The Name of the task related to the Quote.
Description	String	The Description of the task related to the Quote.
EstimatedMinutes	Int	The Minutes of the task related to the Quote.
BillableRate	Double	The BillableRate of the task related to the Quote.
Billable	String	The Billable of the task related to the Quote.
Amount	Double	The Amount of the task related to the Quote.
AmountTax	Double	The AmountTax of the task related to the Quote.
AmountIncludingTax	Double	The AmountIncludingTax of the task related to the Quote.

Return a list of all tasks

Select

The Cloud will use the Xero WorkflowMax API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the driver. Specifically, the following are processed server-side:

• UUID supports the '=' operator.

All filterable columns allow multiple values to be specified by using the IN operator. Response time from the server can be improved by identifying only the rows you want to retrieve.

SELECT * FROM Tasks WHERE UUID = '9d382fcf-7013-4d97-8dd8-c08e8b26a0b2'
SELECT * FROM Tasks WHERE UUID IN ('9d382fcf-7013-4d97-8dd8-c08e8b26a0b2', '9d382fcf-7013-4d97-8dd8-c08e8b26a6g9')

Columns

Name	Type	Description
UUID [KEY]	String	Task identifier.
Name	String	The task name
Description	String	The task description.

Return a list of all templates

Select

The Cloud will process all filters client side.

Columns

Name	Type	Description
UUID [KEY]	String	The template identifier.
Name	String	The templates name.

Stored procedures are function-like interfaces that extend the functionality of the Cloud beyond simple SELECT/INSERT/UPDATE/DELETE operations with Xero WorkflowMax.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Xero WorkflowMax, along with an indication of whether the procedure succeeded or failed.

CData Cloud - Xero WorkflowMax Stored Procedures

Name	Description
ApplyJobTemplate	Apply an additional template to a job
ChangeJobStatus	Used to change job status
ChangeTaskStatus	Used to change task status completed or opened
CreateJobEstimate	Used to create a job estimate
CreateJobQuote	Used to create a job quote.
DeleteAllCosts	Used to delete all costs.
ManageClientGroupMembers	Manage the members of a client group
ManageJobMembers	Manage the members of a job.
ManageStaffLogin	Enable or disable staff members login.
ManageTaskStaff	Manage the staff members of a task

Apply an additional template to a job

Input

Name	Type	Description
JobID	String	The ID of the Job
TemplateUUID	String	The UUID of the template to apply
TaskMode	String	TaskMode describes how tasks are added to the job. AddNew: tasks are always added to the job (default). AppendExisting: where the same task already exists on the job, the template task will be appended to the details of the existing task, otherwise the task will be added to the job

Result Set Columns

Name	Type	Description
Success	String	This value shows a boolean indication of whether the operation was successful or not.

Used to change job status

Input

Name	Type	Description
JobID	String	The ID of the Job
State	String	The value of the state element is that in the Interface Code field for each Job State as defined in Admin

Result Set Columns

Name	Type	Description
Success	String	This value shows a boolean indication of whether the operation was successful or not.

Used to change task status completed or opened

Input

Name	Type	Description
TaskUUID	String	The UUID of the Task
State	String	Set this to complete/reopen to mark a Task as completed or not.

Result Set Columns

Name	Type	Description
Success	String	This value shows a boolean indication of whether the operation was successful or not.

Used to create a job estimate

Input

Name	Type	Description
JobID	String	The ID of the Job

Result Set Columns

Name	Type	Description
Success	String	This value shows a boolean indication of whether the operation was successful or not.

Used to create a job quote.

Input

Name	Type	Description
JobID	String	The ID of the Job

Result Set Columns

Name	Type	Description
Success	String	This value shows a boolean indication of whether the operation was successful or not.

Used to delete all costs.

Result Set Columns

Name	Type	Description
Success	String	This value shows a boolean indication of whether the operation was successful or not.

Manage the members of a client group

Input

Name	Type	Description
ClientGroupUUID	String	ID of Group to add client to
Add	String	ID of client to add to group
Remove	String	ID of client to remove from group

Result Set Columns

Name	Type	Description
Success	String	This value shows a boolean indication of whether the operation was successful or not.

Manage the members of a job.

Input

Name	Type	Description
JobID	String	ID of Job to add/remove staff members
Add	String	UUID of Staff member to add
Remove	String	UUID of Staff member to remove
Operation	String	Specify an operation from the following : -ChangeStaff to add/remove staff members from job -ChangeManager to add/remove manager from job -ChangePartner to add/remove partner from job

Result Set Columns

Name	Type	Description
Success	String	This value shows a boolean indication of whether the operation was successful or not.

Enable or disable staff members login.

Input

Name	Type	Description
StaffUUID	String	The UUID of the Staff member
Status	String	disable/enable

Result Set Columns

Name	Type	Description
Success	String	This value shows a boolean indication of whether the operation was successful or not.

Manage the staff members of a task

Input

Name	Type	Description
JobID	String	ID of Job related to the task.
TaskUUID	String	UUID of Task to add/remove staff members
Add	String	UUID of Staff to add to Task
Remove	String	UUID of Staff to remove from Task

Result Set Columns

Name	Type	Description
Success	String	This value shows a boolean indication of whether the operation was successful or not.

You can query the system tables described in this section to access schema information, information on data source functionality, and batch operation statistics.

Schema Tables

The following tables return database metadata for Xero WorkflowMax:

• sys_catalogs: Lists the available databases.
• sys_schemas: Lists the available schemas.
• sys_tables: Lists the available tables and views.
• sys_tablecolumns: Describes the columns of the available tables and views.
• sys_procedures: Describes the available stored procedures.
• sys_procedureparameters: Describes stored procedure parameters.
• sys_keycolumns: Describes the primary and foreign keys.
• sys_indexes: Describes the available indexes.

Data Source Tables

The following tables return information about how to connect to and query the data source:

• sys_connection_props: Returns information on the available connection properties.
• sys_sqlinfo: Describes the SELECT queries that the Cloud can offload to the data source.

Query Information Tables

The following table returns query statistics for data modification queries:

• sys_identity: Returns information about batch operations or single updates.

Lists the available databases.

The following query retrieves all databases determined by the connection string:

SELECT * FROM sys_catalogs

Columns

Name	Type	Description
CatalogName	String	The database name.

Lists the available schemas.

The following query retrieves all available schemas:

          SELECT * FROM sys_schemas
          

Columns

Name	Type	Description
CatalogName	String	The database name.
SchemaName	String	The schema name.

Lists the available tables.

The following query retrieves the available tables and views:

          SELECT * FROM sys_tables
          

Columns

Name	Type	Description
CatalogName	String	The database containing the table or view.
SchemaName	String	The schema containing the table or view.
TableName	String	The name of the table or view.
TableType	String	The table type (table or view).
Description	String	A description of the table or view.
IsUpdateable	Boolean	Whether the table can be updated.

Describes the columns of the available tables and views.

The following query returns the columns and data types for the Clients table:

SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName='Clients' 

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the table or view.
SchemaName	String	The schema containing the table or view.
TableName	String	The name of the table or view containing the column.
ColumnName	String	The column name.
DataTypeName	String	The data type name.
DataType	Int32	An integer indicating the data type. This value is determined at run time based on the environment.
Length	Int32	The storage size of the column.
DisplaySize	Int32	The designated column's normal maximum width in characters.
NumericPrecision	Int32	The maximum number of digits in numeric data. The column length in characters for character and date-time data.
NumericScale	Int32	The column scale or number of digits to the right of the decimal point.
IsNullable	Boolean	Whether the column can contain null.
Description	String	A brief description of the column.
Ordinal	Int32	The sequence number of the column.
IsAutoIncrement	String	Whether the column value is assigned in fixed increments.
IsGeneratedColumn	String	Whether the column is generated.
IsHidden	Boolean	Whether the column is hidden.
IsArray	Boolean	Whether the column is an array.
IsReadOnly	Boolean	Whether the column is read-only.
IsKey	Boolean	Indicates whether a field returned from sys_tablecolumns is the primary key of the table.

Lists the available stored procedures.

The following query retrieves the available stored procedures:

          SELECT * FROM sys_procedures
          

Columns

Name	Type	Description
CatalogName	String	The database containing the stored procedure.
SchemaName	String	The schema containing the stored procedure.
ProcedureName	String	The name of the stored procedure.
Description	String	A description of the stored procedure.
ProcedureType	String	The type of the procedure, such as PROCEDURE or FUNCTION.

Describes stored procedure parameters.

The following query returns information about all of the input parameters for the CreateJobEstimate stored procedure:

SELECT * FROM sys_procedureparameters WHERE ProcedureName='CreateJobEstimate' AND Direction=1 OR Direction=2

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the stored procedure.
SchemaName	String	The name of the schema containing the stored procedure.
ProcedureName	String	The name of the stored procedure containing the parameter.
ColumnName	String	The name of the stored procedure parameter.
Direction	Int32	An integer corresponding to the type of the parameter: input (1), input/output (2), or output(4). input/output type parameters can be both input and output parameters.
DataTypeName	String	The name of the data type.
DataType	Int32	An integer indicating the data type. This value is determined at run time based on the environment.
Length	Int32	The number of characters allowed for character data. The number of digits allowed for numeric data.
NumericPrecision	Int32	The maximum precision for numeric data. The column length in characters for character and date-time data.
NumericScale	Int32	The number of digits to the right of the decimal point in numeric data.
IsNullable	Boolean	Whether the parameter can contain null.
IsRequired	Boolean	Whether the parameter is required for execution of the procedure.
IsArray	Boolean	Whether the parameter is an array.
Description	String	The description of the parameter.
Ordinal	Int32	The index of the parameter.

Describes the primary and foreign keys.

The following query retrieves the primary key for the Clients table:

         SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='Clients' 
          

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the key.
SchemaName	String	The name of the schema containing the key.
TableName	String	The name of the table containing the key.
ColumnName	String	The name of the key column.
IsKey	Boolean	Whether the column is a primary key in the table referenced in the TableName field.
IsForeignKey	Boolean	Whether the column is a foreign key referenced in the TableName field.
PrimaryKeyName	String	The name of the primary key.
ForeignKeyName	String	The name of the foreign key.
ReferencedCatalogName	String	The database containing the primary key.
ReferencedSchemaName	String	The schema containing the primary key.
ReferencedTableName	String	The table containing the primary key.
ReferencedColumnName	String	The column name of the primary key.

Describes the foreign keys.

The following query retrieves all foreign keys which refer to other tables:

         SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'
          

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the key.
SchemaName	String	The name of the schema containing the key.
TableName	String	The name of the table containing the key.
ColumnName	String	The name of the key column.
PrimaryKeyName	String	The name of the primary key.
ForeignKeyName	String	The name of the foreign key.
ReferencedCatalogName	String	The database containing the primary key.
ReferencedSchemaName	String	The schema containing the primary key.
ReferencedTableName	String	The table containing the primary key.
ReferencedColumnName	String	The column name of the primary key.
ForeignKeyType	String	Designates whether the foreign key is an import (points to other tables) or export (referenced from other tables) key.

Describes the primary keys.

The following query retrieves the primary keys from all tables and views:

         SELECT * FROM sys_primarykeys
          

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the key.
SchemaName	String	The name of the schema containing the key.
TableName	String	The name of the table containing the key.
ColumnName	String	The name of the key column.
KeySeq	String	The sequence number of the primary key.
KeyName	String	The name of the primary key.

Describes the available indexes. By filtering on indexes, you can write more selective queries with faster query response times.

The following query retrieves all indexes that are not primary keys:

          SELECT * FROM sys_indexes WHERE IsPrimary='false'
          

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the index.
SchemaName	String	The name of the schema containing the index.
TableName	String	The name of the table containing the index.
IndexName	String	The index name.
ColumnName	String	The name of the column associated with the index.
IsUnique	Boolean	True if the index is unique. False otherwise.
IsPrimary	Boolean	True if the index is a primary key. False otherwise.
Type	Int16	An integer value corresponding to the index type: statistic (0), clustered (1), hashed (2), or other (3).
SortOrder	String	The sort order: A for ascending or D for descending.
OrdinalPosition	Int16	The sequence number of the column in the index.

Returns information on the available connection properties and those set in the connection string.

When querying this table, the config connection string should be used:

jdbc:cdata:xeroworkflowmax:config:

This connection string enables you to query this table without a valid connection.

The following query retrieves all connection properties that have been set in the connection string or set through a default value:

SELECT * FROM sys_connection_props WHERE Value <> ''

Columns

Name	Type	Description
Name	String	The name of the connection property.
ShortDescription	String	A brief description.
Type	String	The data type of the connection property.
Default	String	The default value if one is not explicitly set.
Values	String	A comma-separated list of possible values. A validation error is thrown if another value is specified.
Value	String	The value you set or a preconfigured default.
Required	Boolean	Whether the property is required to connect.
Category	String	The category of the connection property.
IsSessionProperty	String	Whether the property is a session property, used to save information about the current connection.
Sensitivity	String	The sensitivity level of the property. This informs whether the property is obfuscated in logging and authentication forms.
PropertyName	String	A camel-cased truncated form of the connection property name.
Ordinal	Int32	The index of the parameter.
CatOrdinal	Int32	The index of the parameter category.
Hierarchy	String	Shows dependent properties associated that need to be set alongside this one.
Visible	Boolean	Informs whether the property is visible in the connection UI.
ETC	String	Various miscellaneous information about the property.

Describes the SELECT query processing that the Cloud can offload to the data source.

See SQL Compliance for SQL syntax details.

Discovering the Data Source's SELECT Capabilities

Below is an example data set of SQL capabilities. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.

Name	Description	Possible Values
AGGREGATE_FUNCTIONS	Supported aggregation functions.	AVG, COUNT, MAX, MIN, SUM, DISTINCT
COUNT	Whether COUNT function is supported.	YES, NO
IDENTIFIER_QUOTE_OPEN_CHAR	The opening character used to escape an identifier.	[
IDENTIFIER_QUOTE_CLOSE_CHAR	The closing character used to escape an identifier.	]
SUPPORTED_OPERATORS	A list of supported SQL operators.	=, >, <, >=, <=, <>, !=, LIKE, NOT LIKE, IN, NOT IN, IS NULL, IS NOT NULL, AND, OR
GROUP_BY	Whether GROUP BY is supported, and, if so, the degree of support.	NO, NO_RELATION, EQUALS_SELECT, SQL_GB_COLLATE
OJ_CAPABILITIES	The supported varieties of outer joins supported.	NO, LEFT, RIGHT, FULL, INNER, NOT_ORDERED, ALL_COMPARISON_OPS
OUTER_JOINS	Whether outer joins are supported.	YES, NO
SUBQUERIES	Whether subqueries are supported, and, if so, the degree of support.	NO, COMPARISON, EXISTS, IN, CORRELATED_SUBQUERIES, QUANTIFIED
STRING_FUNCTIONS	Supported string functions.	LENGTH, CHAR, LOCATE, REPLACE, SUBSTRING, RTRIM, LTRIM, RIGHT, LEFT, UCASE, SPACE, SOUNDEX, LCASE, CONCAT, ASCII, REPEAT, OCTET, BIT, POSITION, INSERT, TRIM, UPPER, REGEXP, LOWER, DIFFERENCE, CHARACTER, SUBSTR, STR, REVERSE, PLAN, UUIDTOSTR, TRANSLATE, TRAILING, TO, STUFF, STRTOUUID, STRING, SPLIT, SORTKEY, SIMILAR, REPLICATE, PATINDEX, LPAD, LEN, LEADING, KEY, INSTR, INSERTSTR, HTML, GRAPHICAL, CONVERT, COLLATION, CHARINDEX, BYTE
NUMERIC_FUNCTIONS	Supported numeric functions.	ABS, ACOS, ASIN, ATAN, ATAN2, CEILING, COS, COT, EXP, FLOOR, LOG, MOD, SIGN, SIN, SQRT, TAN, PI, RAND, DEGREES, LOG10, POWER, RADIANS, ROUND, TRUNCATE
TIMEDATE_FUNCTIONS	Supported date/time functions.	NOW, CURDATE, DAYOFMONTH, DAYOFWEEK, DAYOFYEAR, MONTH, QUARTER, WEEK, YEAR, CURTIME, HOUR, MINUTE, SECOND, TIMESTAMPADD, TIMESTAMPDIFF, DAYNAME, MONTHNAME, CURRENT_DATE, CURRENT_TIME, CURRENT_TIMESTAMP, EXTRACT
REPLICATION_SKIP_TABLES	Indicates tables skipped during replication.
REPLICATION_TIMECHECK_COLUMNS	A string array containing a list of columns which will be used to check for (in the given order) to use as a modified column during replication.
IDENTIFIER_PATTERN	String value indicating what string is valid for an identifier.
SUPPORT_TRANSACTION	Indicates if the provider supports transactions such as commit and rollback.	YES, NO
DIALECT	Indicates the SQL dialect to use.
KEY_PROPERTIES	Indicates the properties which identify the uniform database.
SUPPORTS_MULTIPLE_SCHEMAS	Indicates if multiple schemas may exist for the provider.	YES, NO
SUPPORTS_MULTIPLE_CATALOGS	Indicates if multiple catalogs may exist for the provider.	YES, NO
DATASYNCVERSION	The CData Data Sync version needed to access this driver.	Standard, Starter, Professional, Enterprise
DATASYNCCATEGORY	The CData Data Sync category of this driver.	Source, Destination, Cloud Destination
SUPPORTSENHANCEDSQL	Whether enhanced SQL functionality beyond what is offered by the API is supported.	TRUE, FALSE
SUPPORTS_BATCH_OPERATIONS	Whether batch operations are supported.	YES, NO
SQL_CAP	All supported SQL capabilities for this driver.	SELECT, INSERT, DELETE, UPDATE, TRANSACTIONS, ORDERBY, OAUTH, ASSIGNEDID, LIMIT, LIKE, BULKINSERT, COUNT, BULKDELETE, BULKUPDATE, GROUPBY, HAVING, AGGS, OFFSET, REPLICATE, COUNTDISTINCT, JOINS, DROP, CREATE, DISTINCT, INNERJOINS, SUBQUERIES, ALTER, MULTIPLESCHEMAS, GROUPBYNORELATION, OUTERJOINS, UNIONALL, UNION, UPSERT, GETDELETED, CROSSJOINS, GROUPBYCOLLATE, MULTIPLECATS, FULLOUTERJOIN, MERGE, JSONEXTRACT, BULKUPSERT, SUM, SUBQUERIESFULL, MIN, MAX, JOINSFULL, XMLEXTRACT, AVG, MULTISTATEMENTS, FOREIGNKEYS, CASE, LEFTJOINS, COMMAJOINS, WITH, LITERALS, RENAME, NESTEDTABLES, EXECUTE, BATCH, BASIC, INDEX
PREFERRED_CACHE_OPTIONS	A string value specifies the preferred cacheOptions.
ENABLE_EF_ADVANCED_QUERY	Indicates if the driver directly supports advanced queries coming from Entity Framework. If not, queries will be handled client side.	YES, NO
PSEUDO_COLUMNS	A string array indicating the available pseudo columns.
MERGE_ALWAYS	If the value is true, The Merge Mode is forcibly executed in Data Sync.	TRUE, FALSE
REPLICATION_MIN_DATE_QUERY	A select query to return the replicate start datetime.
REPLICATION_MIN_FUNCTION	Allows a provider to specify the formula name to use for executing a server side min.
REPLICATION_START_DATE	Allows a provider to specify a replicate startdate.
REPLICATION_MAX_DATE_QUERY	A select query to return the replicate end datetime.
REPLICATION_MAX_FUNCTION	Allows a provider to specify the formula name to use for executing a server side max.
IGNORE_INTERVALS_ON_INITIAL_REPLICATE	A list of tables which will skip dividing the replicate into chunks on the initial replicate.
CHECKCACHE_USE_PARENTID	Indicates whether the CheckCache statement should be done against the parent key column.	TRUE, FALSE
CREATE_SCHEMA_PROCEDURES	Indicates stored procedures that can be used for generating schema files.

The following query retrieves the operators that can be used in the WHERE clause:

SELECT * FROM sys_sqlinfo WHERE Name = 'SUPPORTED_OPERATORS'

Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.

Columns

Name	Type	Description
NAME	String	A component of SQL syntax, or a capability that can be processed on the server.
VALUE	String	Detail on the supported SQL or SQL syntax.

Returns information about attempted modifications.

The following query retrieves the Ids of the modified rows in a batch operation:

         SELECT * FROM sys_identity
          

Columns

Name	Type	Description
Id	String	The database-generated Id returned from a data modification operation.
Batch	String	An identifier for the batch. 1 for a single operation.
Operation	String	The result of the operation in the batch: INSERTED, UPDATED, or DELETED.
Message	String	SUCCESS or an error message if the update in the batch failed.

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

OAuth

---

Property	Description
OAuthClientId	The client Id assigned when you register your application with an OAuth authorization server.
OAuthClientSecret	The client secret assigned when you register your application with an OAuth authorization server.
TenantId	Xero Workflow Max Tenant ID.

SSL

---

Property	Description
SSLServerCert	The certificate to be accepted from the server when connecting using TLS/SSL.

Logging

---

Property	Description
Verbosity	The verbosity level that determines the amount of detail included in the log file.

Schema

---

Property	Description
BrowsableSchemas	This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.

Miscellaneous

---

Property	Description
IncludeCustomFields	Determines if Custom Fields should be included as table columns or not. Including CustomFields will impact the performance.
MaxRows	Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
PseudoColumns	This property indicates whether or not to include pseudo columns as columns to the table.
Timeout	The value in seconds until the timeout error is thrown, canceling the operation.

This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.

---

Property	Description
OAuthClientId	The client Id assigned when you register your application with an OAuth authorization server.
OAuthClientSecret	The client secret assigned when you register your application with an OAuth authorization server.
TenantId	Xero Workflow Max Tenant ID.

The client Id assigned when you register your application with an OAuth authorization server.

Data Type

string

Default Value

""

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId value, sometimes also called a consumer key, and a client secret, the OAuthClientSecret.

The client secret assigned when you register your application with an OAuth authorization server.

Data Type

string

Default Value

""

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId, also called a consumer key. You will also receive a client secret, also called a consumer secret. Set the client secret in the OAuthClientSecret property.

Xero Workflow Max Tenant ID.

Data Type

string

Default Value

""

Remarks

If for any reason you are trying to use an AccessToken to authenticate you should note that the Xero authentication requires a tenant id to be passed as a header for each API Request.

Retrieve the TenantId using the GetOAuthAccessToken stored procedure.

Alternatively, you may retrieve the TenantId as follows:

1. Create a new request in an API Development tool like Postman.
2. Set the URL to https://api.xero.com/connections
3. Set Authorization header to "Bearer " + access_token and finally execute the request.
4. The response will show 1 or more connection informations to Xero.
5. Find the connection which has "tenantType": "WORKFLOWMAX" and get its TenantId.
6. Set this connection property to the newly acquired TenantId.

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.

---

Property	Description
SSLServerCert	The certificate to be accepted from the server when connecting using TLS/SSL.

The certificate to be accepted from the server when connecting using TLS/SSL.

Data Type

string

Default Value

""

Remarks

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.

This property can take the following forms:

Description	Example
A full PEM Certificate (example shortened for brevity)	-----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE-----
A path to a local file containing the certificate	C:\cert.cer
The public key (example shortened for brevity)	-----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space or colon separated)	ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space or colon separated)	34a929226ae0819f2ec14b4a3d904f801cbb150d

If not specified, any certificate trusted by the machine is accepted.

Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.

---

Property	Description
Verbosity	The verbosity level that determines the amount of detail included in the log file.

The verbosity level that determines the amount of detail included in the log file.

Data Type

string

Default Value

"1"

Remarks

The verbosity level determines the amount of detail that the Cloud reports to the Logfile. Verbosity levels from 1 to 5 are supported. These are detailed in the Logging page.

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.

---

Property	Description
BrowsableSchemas	This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.

This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.

Data Type

string

Default Value

""

Remarks

Listing the schemas from databases can be expensive. Providing a list of schemas in the connection string improves the performance.

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.

---

Property	Description
IncludeCustomFields	Determines if Custom Fields should be included as table columns or not. Including CustomFields will impact the performance.
MaxRows	Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
PseudoColumns	This property indicates whether or not to include pseudo columns as columns to the table.
Timeout	The value in seconds until the timeout error is thrown, canceling the operation.

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

Data Type

bool

Default Value

false

Remarks

It is possible to create custom fields in Xero WorkflowMax. To retrieve their values you can set IncludeCustomFields=true as a connection property. Doing so will list the custom fields created as table columns. These custom fields can also be updated for ex.

UPDATE Costs SET CF_1='new CF value' WHERE ID='CostID'

Note: You can still update custom fields even when a specific table doesn't support UPDATE operation.

Custom Fields are very expensive. They require one request per record to retrieve. For this reason, they are disabled by default.

Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.

Data Type

int

Default Value

-1

Remarks

Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.

This property indicates whether or not to include pseudo columns as columns to the table.

Data Type

string

Default Value

""

Remarks

This setting is particularly helpful in Entity Framework, which does not allow you to set a value for a pseudo column unless it is a table column. The value of this connection setting is of the format "Table1=Column1, Table1=Column2, Table2=Column3". You can use the "*" character to include all tables and all columns; for example, "*=*".

The value in seconds until the timeout error is thrown, canceling the operation.

Data Type

int

Default Value

60

Remarks

If Timeout = 0, operations do not time out. The operations run until they complete successfully or until they encounter an error condition.

If Timeout expires and the operation is not yet complete, the Cloud throws an exception.