The Bold BI dashboard designer supports connecting Xero web services through REST API.
To configure the Xero data source, follow these steps:
Click the Data Sources button in the configuration panel to add a new data connection.
Click CREATE NEW to launch a new connection from the connection panel.
Select the Xero connection in the connection panel.
NOTE: You can also create a data source from the home page by clicking the Data Sources menu from the left menu panel and Create Data Source from the data sources page.
Once you click the data source, the NEW DATA SOURCE configuration panel opens. Follow these steps to create a Xero data source.
Enter a name and description (optional) for the data source.
Click the Organizations down drop box and choose the required organizations.
Click the Resources down drop box and choose the required resources.
Enter a valid REST Resources in the URL textbox. Refer to the Xero API documentation for more details.
Click Custom Url to enter the URL manually.
Enter xero-tenant-id in header panel by clicking the ADD above the header, if you select the Custom Url checkbox.
Select GET method for the REST API in Method combo box.
In Max Rows, enter the maximum number of rows to be fetched from the Xero data source. This value is used to fetch the data from the Xero data source using the pagination.
Choose a time interval for Refresh Settings using the combo box, to trigger the Rest API request periodically to keep the data in sync with our dashboard.
Select JSON data type in Data Format combo box.
The authentication type will be set to Xero automatically since the OAuth is used for authenticating with the Xero account.
You can also edit the connection information set using the Edit Connection option.
|Max Rows||Most of the REST APIs return only fewer data on a single API request. To pull the amount of data you need, set a value in this field. Pagination is handled internally and will fetch the amount of data you need.|
|Refresh Settings||Period of time before next refresh call is triggered. This will automatically trigger a call for the API configured in the data source to keep the data up to date.|
For more information on the API endpoints available for this data source, refer to their official API Documentation
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Click Preview & Connect to connect with the configurations set.
The Choose Schema(s) dialog opens. The schema represents the key fields of JSON data retrieved from the Xero Rest API request. This dialog displays a list of schemas in treeview and its corresponding values in the grid for preview. Select required schema(s) from treeview to use in designer and click Connect.
Now, the data design view page with selected table schema opens. Drag from tree view table in the left pane and drop the table in Query designer page.
Click Save to save the data source with a relevant name.
If you have already logged into the account and authenticated with a web data source, the account information will be listed here. You can select one of the accounts or connect to a new account by clicking the Connect New Account button.
You can edit, delete, and re-authorize this account from the Connected Accounts page.
Dashboard Designer Walkthrough