How to Use CData Connect to Access Live Klipfolio Data in Power Automate

CData Connect enables you to access live Klipfolio data in workflow automation tools like Power Automate. This article shows how to integrate Klipfolio data into a simple workflow, moving Klipfolio data into a CSV file.

CData Connect provides a pure SQL interface for Klipfolio, allowing you to easily integrate with live Klipfolio data in Power Automate — without replicating the data. Connect 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 Klipfolio, leveraging server-side processing to quickly return Klipfolio data.

Create a Virtual SQL Database for Klipfolio Data

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

1. Log into Connect Server and click Connections.
2. Select "Klipfolio" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Klipfolio.

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

   Klipfolio API Profile Settings

   In order to authenticate to Klipfolio, you'll need to provide your API Key. You can generate an API key from the Klipfolio Dashboard app through either the My Profile page or from Users if you are an administrator (you must have the user.manage permission). Set the API Key in the ProfileSettings property to connect.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

How to Integrate Klipfolio Data into Power Automate Workflows

After configuring CData Connect with Klipfolio, you are ready to integrate Klipfolio 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 Klipfolio, query Klipfolio 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 click the option to build the Connection string. In the Data Link Properties wizard:

1. On the Provider tab: select Microsoft OLE DB Driver for SQL Server
2. On the Connection tab:
   1. Select or enter a server name: set to the address and port of the SQL (TDS) endpoint of CData Connect, separated by a comma (e.g. localhost,8033)
   2. Enter information to log onto the server: select "Use a specific username and password" and use CData Connect credentials
   3. Select the database: use the database configured above (e.g. API1)
3. Click "Test Connection" to ensure the connection is configured properly
4. Click "OK"

After building the connection string in the Data Link Properties wizard, save the action.

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 DataSources

After configuring the properties, save the action.

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 properties, save the action.

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 properties, save the action.

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 Klipfolio data into a CSV file.

With CData Connect, you get live connectivity to Klipfolio data within your Microsoft Power Automate workflows.

Related Power Automate Articles

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

• Klipfolio Data in Power Automate (Online) using CData Connect Server