Integrate Exact Online Data into Power Automate Desktop using CData Connect

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CData Connect



CData Connect for Exact Online enables you to integrate Exact Online data into workflows built using Microsoft Power Automate Desktop.

CData Connect enables you to access live Exact Online data in workflow automation tools like Power Automate. This article shows how to integrate Exact Online data into a simple workflow, moving Exact Online data into a CSV file.

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

Create a Virtual SQL Database for Exact Online Data

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

  1. Log into Connect Cloud and click Databases.
  2. Select "Exact Online" from Available Data Sources.
  3. Exact Online uses OAuth to authenticate. Click Test Database to authenticate with Exact Online.
  4. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Integrate Exact Online Data into Power Automate Workflows

After configuring CData Connect with Exact Online, you are ready to integrate Exact Online 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 Exact Online, query Exact Online 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 click the option to build the Connection string. In the Data Link Properties wizard:

  1. On the Provider tab: select Microsoft OLE DB Driver for SQL Server
  2. On the Connection tab:
    1. Select or enter a server name: set to the address and port of the SQL (TDS) endpoint of CData Connect, separated by a comma (e.g. localhost,8033)
    2. Enter information to log onto the server: select "Use a specific username and password" and use CData Connect credentials
    3. Select the database: use the database configured above (e.g. ExactOnline1)
  3. Click "Test Connection" to ensure the connection is configured properly
  4. Click "OK"

After building the connection string in the Data Link Properties wizard, save the action.

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 Accounts

After configuring the properties, save the action.

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 properties, save the action.

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 properties, save the action.

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 Exact Online data into a CSV file.

With CData Connect, you get live connectivity to Exact Online data within your Microsoft Power Automate workflows.

Related Power Automate Articles

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