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CData Connect Server

Integrate Avalara AvaTax Data into Automated Tasks with Power Automate



Use CData Connect Server to create a virtual SQL Server database for Avalara AvaTax data and integrate live Avalara AvaTax data into your Power Automate (Microsoft Flow) tasks.

Power Automate (Microsoft Flow) is an online service that automates events (known as workflows) across the most common apps and services. When paired with CData Connect Server, you get instant, cloud-to-cloud access to Avalara AvaTax data for visualizations, dashboards, and more. This article shows how to connect to Connect Server from Power Automate and integrate live Avalara AvaTax data into your workflows and tasks.

CData Connect Server provides a pure SQL interface for Avalara AvaTax, allowing you to easily integrate with live Avalara AvaTax data in Power Automate — without replicating the data. CData Connect Server looks exactly like a SQL Server database to Power Automate and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Avalara AvaTax, leveraging server-side processing to quickly return Avalara AvaTax data.

Create a Virtual SQL Database for Avalara AvaTax Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Connect Server and click Connections.
  2. Select "Avalara AvaTax" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Avalara AvaTax.

    The primary method for performing basic authentication is to provide your login credentials, as follows:

    • User: Set this to your username.
    • Password: Set this to your password.

    Optionally, if you are making use of a sandbox environment, set the following:

    • UseSandbox: Set this to true if you are authenticating with a sandbox account.

    Authenticating Using Account Number and License Key

    Alternatively, you can authenticate using your account number and license key. Connect to data using the following:

    • AccountId: Set this to your Account Id. The Account Id is listed in the upper right hand corner of the admin console.
    • LicenseKey: Set this to your Avalara Avatax license key. You can generate a license key by logging into Avalara Avatax as an account administrator and navigating to Settings -> Reset License Key.
  4. Click Save Changes
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connecting to CData Connect Server

To use Connect Server to integrate Avalara AvaTax data into your Power Automate tasks, you need a new SQL Server connection:

  1. Log in to Power Automate
  2. Click Data -> Connections -> New connection
  3. Select SQL Server
  4. In the connection wizard:

    • Set Authentication Type to "SQL Server Authentication"
    • Set SQL server name to the address of your Connect Server instance (connect_server_url)
    • Set SQL database name to the name of the virtual Avalara AvaTax database you created earlier (like avalaradb)
    • Set the Username and Password and click Create

Integrating Avalara AvaTax Data into Power Automate Tasks

With the connection to Connect Server configured, you are ready to integrate live Avalara AvaTax data into your Power Automate tasks.

  1. Log in to Power Automate
  2. Click My flows -> New and choose to create the flow from blank or template
  3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Connect Server connection
  4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc)
  5. Configure any actions to follow and test, then save the flow

SQL Access to Avalara AvaTax Data from Applications

Now you have a direct connection to live Avalara AvaTax data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating Avalara AvaTax data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, see the CData Connect Server.

Related Power Automate Articles

This article walks through using CData Connect Server with Power Automate (Online). Check out our other articles for more ways to work with Power Automate Desktop: