Pipe Outreach.io Data to CSV in PowerShell

The CData Cmdlets Module for Outreach.io is a standard PowerShell module offering straightforward integration with Outreach.io. Below, you will find examples of using our Outreach Cmdlets with native PowerShell cmdlets.

Creating a Connection to Your Outreach.io Data

You must use OAuth to authenticate with Outreach. Set the InitiateOAuth connection property to "GETANDREFRESH". For more information, refer to the OAuth section in the Help documentation.

$conn = Connect-Outreach 

Selecting Data

Follow the steps below to retrieve data from the Accounts table and pipe the result into to a CSV file:

Select-Outreach -Connection $conn -Table Accounts | Select -Property * -ExcludeProperty Connection,Table,Columns | Export-Csv -Path c:\myAccountsData.csv -NoTypeInformation

You will notice that we piped the results from Select-Outreach into a Select-Object cmdlet and excluded some properties before piping them into an Export-Csv cmdlet. We do this because the CData Cmdlets append Connection, Table, and Columns information onto each "row" in the result set, and we do not necessarily want that information in our CSV file.

Deleting Data

The following line deletes any records that match the criteria:

Select-Outreach -Connection $conn -Table Accounts -Where "Industry = Textiles" | Remove-Outreach

Inserting and Updating Data

The cmdlets make data transformation easy as well as data cleansing. The following example loads data from a CSV file into Outreach.io, checking first whether a record already exists and needs to be updated instead of inserted.

Import-Csv -Path C:\MyAccountsUpdates.csv | %{
  $record = Select-Outreach -Connection $Outreach -Table Accounts -Where ("Id = `'"+$_.Id+"`'")
  if($record){
    Update-Outreach -Connection $outreach -Table Accounts -Columns ("Name","NumberOfEmployees") -Values ($_.Name, $_.NumberOfEmployees) -Where ("Id = `'"+$_.Id+"`'")
  }else{
    Add-Outreach -Connection $outreach -Table Accounts -Columns ("Name","NumberOfEmployees") -Values ($_.Name, $_.NumberOfEmployees)
  }
}

As always, our goal is to simplify the way you connect to data. With cmdlets users can install a data module, set the connection properties, and start building. Download Cmdlets and start working with your data in PowerShell today!