﻿ Export Data from SQL Server to Xero WorkflowMax through SSIS


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Export Data from SQL Server to Xero WorkflowMax through SSIS

Easily push SQL Server data to Xero WorkflowMax using the CData SSIS Tasks for Xero WorkflowMax.

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for Xero WorkflowMax allows you to easily transfer Xero WorkflowMax data. In this article you will export data from SQL Server to Xero WorkflowMax.

Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Xero WorkflowMax Destination control to the data flow task.

Configure the ADO.NET Source


  2. In the Data access mode menu, select "Table or view" and select the table or view to export into Xero WorkflowMax.

Create a New Connection Manager for Xero WorkflowMax


  2. Select CData XeroWorkflowMax Connection Manager in the menu.
  3. Configure the connection properties. A typical connection requires:
    • APIKey
    • AccountKey



Configure the Xero WorkflowMax Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Xero WorkflowMax destination table.

  1. Double-click the Xero WorkflowMax destination to open the destination component editor.
  • Specify the table into which the data will be exported: On the Component Properties tab, enter the table name in the TableName property, under the Custom Properties section. In this case, you will transfer Clients records.
  • Run the Project
