How to create an RPA flow for Linear 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 Linear, users can embed Linear data in the workflow.

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

Configure the Connection to Linear

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 authenticate to Linear with a personal API key or with OAuth 2.0. The API key is the simplest option for connecting with your own Linear account.

Authenticating with an API Key

Set the following connection properties:

• AuthScheme: Set this to APIKey.
• APIKey: A Linear personal API key.

To create a personal API key, log in to Linear, open Settings > Security & access > Personal API keys, select New API key, and create it. Copy the key immediately, because Linear shows it only once.

Authenticating with OAuth

OAuth requires a custom OAuth application registered in Linear (Settings > API > OAuth applications), which provides the OAuthClientId and OAuthClientSecret. Two flows are supported:

• Authorization code: Set AuthScheme to OAuth, InitiateOAuth to GETANDREFRESH, and provide OAuthClientId, OAuthClientSecret, and the CallbackURL defined in your application (e.g., http://localhost:33333). The driver opens Linear in your browser so you can grant access.
• Client credentials: Set AuthScheme to OAuthClient and provide OAuthClientId and OAuthClientSecret. This authenticates the application itself, with no browser interaction, and suits machine-to-machine integrations.

By default, the driver requests the read,write scopes. The driver refreshes the access token automatically when it expires.

Connect UiPath Studio to Linear Data

Now you are ready to use Linear 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 Linear 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 Linear 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 id, name FROM Team WHERE key = 'ENG'
   • 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 Linear 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 Linear data and exporting it to CSV.

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

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