Create an RPA Flow that Connects to Google Sheets Data in UiPath Studio

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 Google Spreadsheets, users can embed Google Sheets data in the workflow.

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

Configure the Connection to Google Sheets

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.

You can connect to a spreadsheet by providing authentication to Google and then setting the Spreadsheet connection property to the name or feed link of the spreadsheet. If you want to view a list of information about the spreadsheets in your Google Drive, execute a query to the Spreadsheets view after you authenticate.

ClientLogin (username/password authentication) has been officially deprecated since April 20, 2012 and is now no longer available. Instead, use the OAuth 2.0 authentication standard. To access Google APIs on behalf on individual users, you can use the embedded credentials or you can register your own OAuth app.

OAuth also enables you to use a service account to connect on behalf of users in a Google Apps domain. To authenticate with a service account, you will need to register an application to obtain the OAuth JWT values.

See the Getting Started chapter in the help documentation to connect to Google Sheets from different types of accounts: Google accounts, Google Apps accounts, and accounts using two-step verification.

Connect UiPath Studio to Google Sheets Data

Now you are ready to use Google Sheets 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 GoogleSheets 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 Google Sheets 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 Shipcountry, SUM(OrderPrice) FROM Orders GROUP BY Shipcountry
   • 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 Google Sheets 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 Google Sheets data and exporting it to CSV.

Click Run to extract Google Sheets data and create a CSV file.

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