How to create an RPA flow for Instantly 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 API Driver for ODBC, users can embed Instantly data in the workflow.

This article explains how to use the Instantly ODBC Driver in UiPath Studio to create an RPA program that accesses Instantly data.

Configure the Connection to Instantly

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.

Using API Key Authentication

Instantly uses API keys to authenticate requests. You can find or create your API key in the Instantly workspace settings under API & Webhooks.

After setting the following connection properties, you are ready to connect:

• AuthScheme: Set this to APIKey.
• APIKey: Set this to your Instantly API key (Bearer token for API v2).

Example connection string

Profile=C:\profiles\Instantly.apip;AuthScheme=APIKey;ProfileSettings="APIKey=your_api_key";

Connect UiPath Studio to Instantly Data

Now you are ready to use Instantly 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 API 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 Instantly 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 , FROM AccountCampaignMappings WHERE = ''
   • 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 Instantly 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 Instantly data and exporting it to CSV.

Click Run to extract Instantly data and create a CSV file.

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