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Create a Xero connection

Beta

This feature is in Beta. To use it, a workspace admin must turn on Lakeflow Connect for Xero from the Previews page. See Manage Databricks previews.

Create a Xero connection in Catalog Explorer to store authentication credentials for Lakeflow Connect ingestion. Any user with the USE CONNECTION privilege on the connection can then create Xero ingestion pipelines without needing direct access to the credentials.

Alternatively, admin users can create a connection and a pipeline at the same time in the data ingestion UI. See Ingest data from Xero.

For privilege requirements, see Connect to managed ingestion sources.

Prerequisites​

Complete the source setup. Use the credentials retrieved there to create the connection.

Create a connection​

  1. In the Databricks workspace, click Data icon. Catalog > Create > Create a connection.
  2. On the Connection basics page of the Set up connection wizard, specify a Connection name.
  3. In the Connection type drop-down menu, select Xero.
  4. (Optional) Add a comment.
  5. Click Next.
  6. On the Authentication page, enter the following credentials from Configure authentication to Xero:
    • Client ID: The Client ID of your Xero OAuth application
    • Client Secret: The Client Secret of your Xero OAuth application
  7. Click Sign in with Xero. Sign in to Xero, select the organization to connect, and allow access.
  8. Click Create connection.

Next steps​

Create an ingestion pipeline.

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