How to Access Live Invoiced Data in Power Automate Desktop via ODBC



The CData ODBC Driver for Invoiced enables you to integrate Invoiced data into workflows built using Microsoft Power Automate Desktop.

The CData ODBC Driver for Invoiced enables you to access live Invoiced data in workflow automation tools like Power Automate. This article shows how to integrate Invoiced data into a simple workflow, moving Invoiced data into a CSV file.

Through optimized data processing, CData ODBC Drivers offer unmatched performance for interacting with live Invoiced data in Microsoft Power Automate. When you issue complex SQL queries from Power Automate to Invoiced, the driver pushes supported SQL operations, like filters and aggregations, directly to Invoiced and utilizes the embedded SQL engine to process unsupported operations client-side (e.g. SQL functions and JOIN operations).

Connect to Invoiced as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Start by setting the Profile connection property to the location of the Invoiced Profile on disk (e.g. C:\profiles\Invoiced.apip). Next, set the ProfileSettings connection property to the connection string for Invoiced (see below).

Invoiced API Profile Settings

In order to authenticate to Invoiced, you'll need to provide your API Key. An API key can be obtained by signing in to your account, and then going to Settings > Developers > API Keys. Set the API Key in the ProfileSettings property to connect.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing workflows.

Integrate Invoiced Data into Power Automate Workflows

After configuring the DSN for Invoiced, you are ready to integrate Invoiced data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

In the flow editor, you can add the actions to connect to Invoiced, query Invoiced using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Actions -> Database) and configure the properties.

  • Connection string: DSN=CData Invoiced Source

After configuring the action, click Save.

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Actions -> Database) and configure the properties.

  • Get connection by: SQL connection variable
  • SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
  • SQL statement: SELECT * FROM Invoices

After configuring the action, click Save.

Add a Write to CSV File Action

Add a "Write to CSV file" action (Actions -> File) and configure the properties.

  • Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
  • File path: set to a file on disk
  • Configure Advanced settings as needed.

After configuring the action, click Save.

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Actions -> Database) and configure the properties.

  • SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the action, click Save.

Save & Run the Flow

Once you have configured all the actions for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

Now you have a workflow to move Invoiced data into a CSV file.

With the CData ODBC Driver for Invoiced, you get live connectivity to Invoiced data within your Microsoft Power Automate workflows.

Related Power Automate Articles

This article walks through using the CData ODBC Driver for Invoiced with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):

Ready to get started?

Connect to live data from Invoiced with the API Driver

Connect to Invoiced