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Create an RPA Flow that Connects to Adobe Analytics Data in UiPath Studio

Use the Adobe Analytics ODBC Driver to create workflows that access real-time Adobe Analytics data without any coding.

UiPath is a Robotic Process Automation (RPA) platform with rich features and an easy-to-use UI that enables non-developers to create process automation. By using UiPath Studio, you can build an RPA program just like drawing a diagram. With the CData ODBC Driver for Adobe Analytics, users can embed Adobe Analytics data in the workflow.

This article walks through using the Adobe Analytics ODBC Driver in UiPath Studio to create an RPA program that accesses Adobe Analytics data.

Configure the Connection to Adobe Analytics

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.

Adobe Analytics uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the "Getting Started" section of the help documentation for a guide.

Retrieving GlobalCompanyId

GlobalCompanyId is a required connection property. If you do not know your Global Company ID, you can find it in the request URL for the users/me endpoint on the Swagger UI. After logging into the Swagger UI Url, expand the users endpoint and then click the GET users/me button. Click the Try it out and Execute buttons. Note your Global Company ID shown in the Request URL immediately preceding the users/me endpoint.

Retrieving Report Suite Id

Report Suite ID (RSID) is also a required connection property. In the Adobe Analytics UI, navigate to Admin -> Report Suites and you will get a list of your report suites along with their identifiers next to the name.

After setting the GlobalCompanyId, RSID and OAuth connection properties, you are ready to connect to Adobe Analytics.

Connect UiPath Studio to Adobe Analytics Data

Now you are ready to use Adobe Analytics data ODBC DSN in UiPath Studio with the following steps.

  1. From the Start page, click Blank to create a New Project.
  2. Click Manage Packages then search for and install UiPath.Database.Activities.
  3. Navigate to the Activities and drop a Flowchart (Workflow -> Flowchart -> Flowchart) onto the process.
  4. Drop a database Connect activity (App Integration -> Datbase -> Connect) after the Start activity.
  5. Double-click the Connect activity and configure the Connection.
    1. Click the Connection Wizard
    2. Select "Microsoft ODBC Data Source"
    3. In Connection Properties, select your DSN (CData AdobeAnalytics Source) and click OK
  6. To store Connection info, create a variable and bind to Output in the Properties section. Choose DatabaseConnection in Output.

Create an Execute Query Activity

With the connection configured, we are ready to query Adobe Analytics data in our RPA.

  1. From the Activities navigation, select Execute Query and drop it on the Flowchart.
  2. Double-click the Execute Query activity and set the properties as follows:
    • ExistingDbConnection: Your Connection variable
    • Sql: SELECT statement like SELECT Page, PageViews FROM AdsReport WHERE City = 'Chapel Hill'
    • DataTable: Create and use a variable with the Type System.Data.DataTable

Create Write CSV Activity

With the Connection and Execute Query activities configured, we are ready to add a Write CSV activity to the Flowchart to replicate the Adobe Analytics data.

  1. From the Activities navigation, select Write CSV and drop it after the Execute Query activity.
  2. Double-click the Write CSV activity and set the properties as follows:
    • FilePath: Set to a file (new or existing) on disk (i.e.: C:\UiPath[id]-data.csv
    • DataTable: Set to the DataTable variable you created earlier

Connect the Activities and Run the Flowchart

If they are not already connected, connect each Activity that you created to complete the RPA project for extracting Adobe Analytics data and exporting it to CSV.

Click Run to extract Adobe Analytics data and create a CSV file.

In this article, we used the CData ODBC Driver for Adobe Analytics to create an automation flow that accesses Adobe Analytics data in UiPath Studio. Download a free, 30-day trial of the ODBC Driver and start working with live Adobe Analytics data in UiPath Studio today!