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



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

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

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

Connect to Square 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.

Square uses the OAuth authentication standard. To authenticate using OAuth, you will need to register an app with Square to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL. See the "Getting Started" chapter of the help documentation for a guide to using OAuth.

Additionally, you must specify the LocationId. You can retrieve the Ids for your Locations by querying the Locations table. Alternatively, you can set the LocationId in the search criteria of your query.

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 Square Data into Power Automate Workflows

After configuring the DSN for Square, you are ready to integrate Square 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 Square, query Square 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 Square 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 Refunds

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 Square data into a CSV file.

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

Related Power Automate Articles

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

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Square Icon Square ODBC Driver

The Square ODBC Driver is a powerful tool that allows you to connect with live data from Square, directly from any applications that support ODBC connectivity.

Access Square Transactions, Items, Subscriptions, etc. through a standard ODBC Driver interface.