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Avalara AvaTax Icon Avalara ODBC Driver

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

Access AvaTax data like you would a database - read, write, and update AvaTax Accounts, Customers, TaxCodes, Transactions, etc. through a standard ODBC Driver interface.

Connect to Avalara AvaTax in Power Automate Desktop via ODBC



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

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

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

Connect to Avalara AvaTax 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.

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.

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 Avalara AvaTax Data into Power Automate Workflows

After configuring the DSN for Avalara AvaTax, you are ready to integrate Avalara AvaTax 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 Avalara AvaTax, query Avalara AvaTax 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 Avalara AvaTax 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 Transactions

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 Avalara AvaTax data into a CSV file.

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

Related Power Automate Articles

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