How to install and configure the Xero Connector.
Download the Xero Connector
The xero connector objects can be downloaded at: Xero Connector - TM1 Processes
SQLite Database
Create a new SQLite Database for Xero Connector
Relative to the Apliqo FPM database create the folder ../[FPM]/ods/xero. The xero folder is the folder where the SQLite database and the xero connector software is to be located.
Using a program like DB Browser, create a new SQLite database called ods_xero.sqlite. In the new SQlite database create following tables and views using the follow script. Hint, copy all the sql statements to the
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Create ODBC connection to SQLite database
Create a ODBC connection, named xero_connector, to To connect the ods_xero database to Apliqo FPM, create an ODBC connection.
Data Source Name: xero_connector.
Database Name: The full file name of the ods_xero.sqlite database.
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TM1 Objects.
Copy the TM1 objects that are in the TM1 Objects folder to the Data folder of Apliqo FPM database. Restart the Apliqo FPM TM1 service to read in the new TM1 objects. When the server restarts the }APQ C3 CNT Xero cube should appear.
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In a command prompt navigate to the folder where the xeroconnector.exe is located. Next type the following command providing the --connection which is the Connection ID established above.
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In a command prompt navigate to the folder where the xeroconnector.exe is located. Next type the following command providing the --connection which is the Connection ID established above.
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This will add the organisations element to the connection in the }APQ C3 CNT Xero Tenant dimension. Set the attribute “Active” to 1 for the organisations to be downloaded
Import the Tracking Categories
In a command prompt navigate to the folder where the xeroconnector.exe is located. Next type the following command providing the --connection which is the Connection ID established above.
xeroconnector.exe --action="ods_import_trackingcategories" --connection="....E1D8"
Import the Accounts
In a command prompt navigate to the folder where the xeroconnector.exe is located. Next type the following command providing the --connection which is the Connection ID established above.
xeroconnector.exe --action="ods_import_accounts" --connection="....E1D8"
Import the Journals
In a command prompt navigate to the folder where the xeroconnector.exe is located. Next type the following command providing the:
--connection which is the Connection ID established above.
--modified_after which the eariliest journal loaded into the operational data store. Entered in YYYY-MM-DD format.
--offset is the number of records skipped before being evaluated by the connector. The Xero limits the number of records downloaded via the api. The journals are incremental added to the ODS. Setting an offset skips ahead to load the latest records.
xeroconnector.exe --action="ods_import_journals" --connection="....E1D8" --modified_after="2023-01-01" --offset="100000"
Import the Trial Balance
In a command prompt navigate to the folder where the xeroconnector.exe is located. Next type the following command providing the:
--connection which is the Connection ID established above.
--date is the date the Trial Balance is taken.
xeroconnector.exe --action="ods_import_report_tb" --connection="....E1D8" --date="2023-01-01"
One Import to rule them all
In a command prompt navigate to the folder where the xeroconnector.exe is located. Next type the following command providing the:
--connection which is the Connection ID established above.
--modified_after which the eariliest journal loaded into the operational data store. Entered in YYYY-MM-DD format.
--date is the date the Trial Balance is taken.
xeroconnector.exe --action="ods_import_all" --connection="....E1D8" --modified_after="2021-03-21" --date="2021-02-28"