Use the CData ODBC Driver for PDFMonkey in Microsoft Power Query

The CData ODBC Driver for PDFMonkey enables you to link to PDFMonkey data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import PDFMonkey data into Microsoft Power Query.

Connect to PDFMonkey as an ODBC Data Source

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

PdfMonkey uses API key authentication. To obtain an API key:

1. Log in to your PdfMonkey account at https://app.pdfmonkey.io
2. Navigate to your account settings
3. Open the API Key page
4. Copy your API key

After obtaining your API key, set the following connection properties:

• AuthScheme: Set this to APIKey.

• APIKey: Set this to your PdfMonkey API key.

Example Connection String

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

Connecting to PdfMonkey

Once the authentication is configured, you can connect to PdfMonkey and query data from any of the available tables such as CurrentUser, DocumentCards, Documents, DocumentTemplateCards, and DocumentTemplates.

Import PDFMonkey Data

Follow the steps below to import PDFMonkey data using standard SQL:

1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver:

   Provider=MSDASQL.1;Persist Security Info=False;DSN=CData API Source

3. Enter the SELECT statement to import data with. For example:

       SELECT ,  FROM CurrentUser WHERE  = ''
       

   

4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.