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Get the Report →Integrate MongoDB Data into Power Automate Desktop using CData Connect
CData Connect for MongoDB Data enables you to integrate MongoDB data into workflows built using Microsoft Power Automate Desktop.
CData Connect enables you to access live MongoDB data in workflow automation tools like Power Automate. This article shows how to integrate MongoDB data into a simple workflow, saving MongoDB data into a CSV file.
CData Connect provides a live interface for MongoDB, allowing you to integrate with live MongoDB data in Power Automate — without replicating the data. Connect uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to MongoDB, leveraging server-side processing to quickly return MongoDB data.
About MongoDB Data Integration
Accessing and integrating live data from MongoDB has never been easier with CData. Customers rely on CData connectivity to:
- Access data from MongoDB 2.6 and above, ensuring broad usability across various MongoDB versions.
- Easily manage unstructured data thanks to flexible NoSQL (learn more here: Leading-Edge Drivers for NoSQL Integration).
- Leverage feature advantages over other NoSQL drivers and realize functional benefits when working with MongoDB data (learn more here: A Feature Comparison of Drivers for NoSQL).
MongoDB's flexibility means that it can be used as a transactional, operational, or analytical database. That means CData customers use our solutions to integrate their business data with MongoDB or integrate their MongoDB data with their data warehouse (or both). Customers also leverage our live connectivity options to analyze and report on MongoDB directly from their preferred tools, like Power BI and Tableau.
For more details on MongoDB use case and how CData enhances your MongoDB experience, check out our blog post: The Top 10 Real-World MongoDB Use Cases You Should Know in 2024.
Getting Started
Configure MongoDB Connectivity for Power Automate
Connectivity to MongoDB from Power Automate is made possible through CData Connect Cloud. To work with MongoDB data from Power Automate, we start by creating and configuring a MongoDB connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "MongoDB" from the Add Connection panel
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Enter the necessary authentication properties to connect to MongoDB.
Set the Server, Database, User, and Password connection properties to connect to MongoDB. To access MongoDB collections as tables you can use automatic schema discovery or write your own schema definitions. Schemas are defined in .rsd files, which have a simple format. You can also execute free-form queries that are not tied to the schema.
- Click Create & Test
- Navigate to the Permissions tab in the Add MongoDB Connection page and update the User-based permissions.
Add a Personal Access Token
If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured, you are ready to connect to MongoDB data from Power Automate Desktop.
Integrate MongoDB Data into Power Automate Workflows
After configuring CData Connect with MongoDB, you are ready to integrate MongoDB 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 options to connect to MongoDB, query MongoDB using SQL, and write the query results to a CSV document.
Add an Open SQL Connection Action
Add an "Open SQL connection" action (Action -> Database) and click the option to build the Connection string. In the Data Link Properties wizard:
- On the Provider tab: select Microsoft OLE DB Driver for SQL Server
- On the Connection tab:
- Select or enter a server name: set to tds.cdata.com,14333
- Enter information to lag onto the server: select "Use a specific username and password"
- Set User name to your CData Connect Cloud user name (e.g. [email protected])
- Set Password to your PAT
- Select the database: use the database configured above (e.g. MongoDB1)
- Click "Test Connection" to ensure the connection is configured properly
- 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 (Action -> 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 restaurants
After configuring the properties, save the action.
Add a Write to CSV File Action
Add a "Write to CSV file" action (Action -> 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 (Action -> 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 options 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 save MongoDB data into a CSV file.
With CData Connect Cloud, you get live connectivity to MongoDB data within your Microsoft Power Automate workflows.
SQL Access to MongoDB Data from Cloud Applications
Now you have a direct connection to live MongoDB data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating MongoDB data.
To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.
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):