Xero Connectivity Architecture

Connect your business applications to Xero using SQL

Business Applications & Tools

📊
Microsoft Office
Excel, Access, PowerPoint integration
🗄️
SQL Server
Database queries and stored procedures
📈
Crystal Reports, Power BI, Tableau
📊
BI Tools
Analytics and dashboard platforms
⚙️
Custom Apps
Bespoke business applications
🔄
ETL Tools
Data integration and migration
SQL Statements
🔗

Xero ODBC Driver

High-performance SQL interface for Xero data

🚀 Performance

Optimized queries with intelligent caching and connection pooling

🔒 Security

SSL encryption, OAuth 2.0, and enterprise authentication

🔄 Real-time

Live data synchronization with automatic change detection

📊 SQL Support

Full SELECT, INSERT, UPDATE, DELETE operations

Technical Specifications

Supported Operations: Full CRUD operations (Create, Read, Update, Delete) with transaction support

Performance: Connection pooling, query optimization, and result set caching for maximum throughput

Authentication: OAuth

Platforms: Windows, Linux, with 32-bit and 64-bit support

Standards: ODBC 3.8 compliant

REST API Calls
Available Xero Data Modules
💰
Financial Data
Accounts, transactions, journals, bank statements
📄
Invoicing
Invoices, credit notes, payments, receipts
👥
Contacts
Customers, suppliers, contact details
📦
Inventory
Items, tracking, stock levels
⏰
Projects & Time
Project tracking, timesheets, expenses
📊
Reports
Financial reports, aged debtors, trial balance

🎯 Use Cases

Reporting & Analytics

Create dashboards, reports, and KPI tracking using familiar SQL tools

Data Integration

Sync Xero data with ERP, accounting, and other business systems

Business Intelligence

Connect BI tools for advanced analytics and data visualization

Data Migration

Import/export data from legacy systems and databases

⚙️ Configuration & Setup

Easy Configuration: Standard ODBC Data Source Administrator or connection string setup.

  • Xero server URL and credentials
  • SSL/TLS encryption settings
  • Connection timeout and retry options
  • Query optimization parameters

Step-by-Step Setup

1. Installation: Download and install the Xero ODBC driver package

2. Configuration: Use ODBC Administrator to create a new data source

3. Connection: Enter Xero OAuth details

4. Testing: Test connection and verify data access permissions

5. Usage: Connect from your applications using the configured DSN

🔧 Features & Benefits

  • Standard SQL syntax for familiar development
  • Real-time data access with automatic refresh
  • Support for custom fields and modules
  • Enterprise-grade security and encryption
  • Comprehensive logging and debugging tools
  • Technical support and documentation

📊 Supported Data Operations

Read Operations: Query leads, contacts, accounts, opportunities, and custom objects

Write Operations: Insert new records, update existing data, and delete obsolete entries

Advanced Features:

  • Complex JOIN operations across modules
  • Aggregate functions (COUNT, SUM, AVG, etc.)
  • Filtering and sorting with SQL WHERE clauses
  • Transaction support for data consistency