Build Automated Workflows with Live PolarTeamPro Data in Workato

Workato is a cloud-based automation platform that helps businesses integrate applications and automate workflows. When paired with CData Connect AI, you get instant, cloud-to-cloud access to PolarTeamPro data for visualizations, dashboards, and more. This article shows how to connect to PolarTeamPro and build workflows with live PolarTeamPro data in Workato.

CData Connect AI provides a pure SQL Server, cloud-to-cloud interface for PolarTeamPro, allowing you to easily build visualizations from live PolarTeamPro data in Workato. As you build automations, Workato generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc) directly to PolarTeamPro, leveraging server-side processing to quickly return PolarTeamPro data.

Configure PolarTeamPro Connectivity for Workato

Connectivity to PolarTeamPro from Workato is made possible through CData Connect AI. To work with PolarTeamPro data from Workato, we start by creating and configuring a PolarTeamPro connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "PolarTeamPro" from the Add Connection panel

3. Enter the necessary authentication properties to connect to PolarTeamPro.

   Start by setting the Profile connection property to the location of the PolarTeamPro Profile on disk (e.g. C:\profiles\PolarTeamPro.apip). Next, set the ProfileSettings connection property to the connection string for PolarTeamPro (see below).

   PolarTeamPro API Profile Settings

   Create an OAuth app at admin.polaraccesslink.com by clicking Create New Application. The system will issue your Client ID and Client Secret upon registration.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add PolarTeamPro Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. 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 and a PAT generated, you are ready to connect to PolarTeamPro data from Workato.

Automate PolarTeamPro Data Workflows in Workato

To establish a connection from Workato to the CData Connect AI Virtual SQL Server, follow these steps.

1. Log into Workato.
2. In the navigation bar, click Projects.
3. In your new (or existing) project, click Create > Connection.
4. In the search bar, enter "SQL Server" and open the Connect to SQL Server screen.
5. In Connect to SQL Server, enter the connection name and the following connecting settings:
   • Location: enter the name of the project.
   • Connection type: select Cloud.
   • Host: enter tds.cdata.com
   • Port: enter 14333
   • Username: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
   • Password: enter the PAT you previously generated page.
   • Database: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, API1).
   
6. Click Connect to see the Connection established message.
7. Next, set up your recipe. In your project, click Create > Recipe.
8. In Set up your recipe, enter the name and location of your recipe.
9. Select Run on a schedule.
10. Select the action to occur on the schedule.
11. Select a table from your Connect AI connection and any applicable filters.
12. Click Save to save the recipe.
13. Click Test Jobs to test you recipe.

Real-Time Access to PolarTeamPro Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live PolarTeamPro data from Workato for workflows and automations. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Workato, refer to our Connect AI page.