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Integrate AvaTax Data into Automated Tasks with Microsoft Flow

Use the CData Cloud Hub to create a virtual SQL Server database for AvaTax data and integrate live AvaTax data into your Microsoft Flow tasks.

Microsoft Flow is an online workflow service that automates events (known as workflows) across the most common apps and services. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to AvaTax data for visualizations, dashboards, and more. This article shows how to connect to the Cloud Hub from Microsoft Flow and integrate live AvaTax data into your workflows and tasks.

The CData Cloud Hub provides a pure SQL, cloud-to-cloud interface for AvaTax, allowing you to easily integrate with live AvaTax data in Microsoft Flow — without replicating the data. The CData Cloud Hub looks exactly like a SQL Server database to Microsoft Flow and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to AvaTax, leveraging server-side processing to quickly return AvaTax data.

Create a Virtual SQL Database for AvaTax Data

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

  1. Login to Cloud Hub and click Databases.
  2. Select "AvaTax" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to AvaTax.

    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 adminstrator and navigating to Settings -> Reset License Key.
  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connecting to the CData Cloud Hub

To use the Cloud Hub to integrate AvaTax data into your Flow tasks, you need a new SQL Server connection:

  1. Log in to Microsoft Flow
  2. Click Data -> Connections -> New connection
  3. Select SQL Server
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to the address of your Cloud Hub instance (myinstance.cdatacloud.net)
    • Set SQL database name to the name of the virtual AvaTax database you created earlier (like avataxdb)
    • Set the Username and Password and click Create

Integrating AvaTax Data into MS Flow Tasks

With the connection to the Cloud Hub configured, you are ready to integrate live AvaTax data into your Microsoft Flow tasks.

  1. Log in to Microsoft Flow
  2. Click My flows -> New and choose to create the flow from blank or template
  3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Cloud Hub connection
  4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc)
  5. Configure any actions to follow and test, then save the flow

SQL Access to AvaTax Data from Cloud Applications

Now you have a direct connection to live AvaTax data from Microsoft Flow tasks. You can create more connections and workflows to drive business — all without replicating AvaTax data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Cloud Hub.