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Get the Report →How to Access Live Cvent Data in Power Automate Desktop via ODBC
The CData ODBC Driver for Cvent enables you to integrate Cvent data into workflows built using Microsoft Power Automate Desktop.
The CData ODBC Driver for Cvent enables you to access live Cvent data in workflow automation tools like Power Automate. This article shows how to integrate Cvent data into a simple workflow, moving Cvent data into a CSV file.
Through optimized data processing, CData ODBC Drivers offer unmatched performance for interacting with live Cvent data in Microsoft Power Automate. When you issue complex SQL queries from Power Automate to Cvent, the driver pushes supported SQL operations, like filters and aggregations, directly to Cvent and utilizes the embedded SQL engine to process unsupported operations client-side (e.g. SQL functions and JOIN operations).
Connect to Cvent 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.
Before you can authenticate to Cvent, you must create a workspace and an OAuth application.
Creating a Workspace
To create a workspace:
- Sign into Cvent and navigate to App Switcher (the blue button in the upper right corner of the page) >> Admin.
- In the Admin menu, navigate to Integrations >> REST API.
- A new tab launches for Developer Management. Click on Manage API Access in the new tab.
- Create a Workspace and name it. Select the scopes you would like your developers to have access to. Scopes control what data domains the developer can access.
- Choose All to allow developers to choose any scope, and any future scopes added to the REST API.
- Choose Custom to limit the scopes developers can choose for their OAuth apps to selected scopes. To access all tables exposed by the driver, you need to set the following scopes:
event/attendees:read event/attendees:write event/contacts:read event/contacts:write event/custom-fields:read event/custom-fields:write event/events:read event/events:write event/sessions:delete event/sessions:read event/sessions:write event/speakers:delete event/speakers:read event/speakers:write budget/budget-items:read budget/budget-items:write exhibitor/exhibitors:read exhibitor/exhibitors:write survey/surveys:read survey/surveys:write
Creating an OAuth Application
After you have set up a Workspace and invited them, developers can sign up and create a custom OAuth app. See the Creating a Custom OAuth Application section in the Help documentation for more information.
Connecting to Cvent
After creating an OAuth application, set the following connection properties to connect to Cvent:
- InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
- OAuthClientId: The Client ID associated with the OAuth application. You can find this on the Applications page in the Cvent Developer Portal.
- OAuthClientSecret: The Client secret associated with the OAuth application. You can find this on the Applications page in the Cvent Developer Portal.
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 Cvent Data into Power Automate Workflows
After configuring the DSN for Cvent, you are ready to integrate Cvent 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 Cvent, query Cvent 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 Cvent 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 Events
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 Cvent data into a CSV file.
With the CData ODBC Driver for Cvent, you get live connectivity to Cvent data within your Microsoft Power Automate workflows.
Related Power Automate Articles
This article walks through using the CData ODBC Driver for Cvent with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):