How to Access Live Quaderno Data in Power Automate Desktop via ODBC

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
The CData ODBC Driver for Quaderno enables you to integrate Quaderno data into workflows built using Microsoft Power Automate Desktop.

The CData ODBC Driver for Quaderno enables you to access live Quaderno data in workflow automation tools like Power Automate. This article shows how to integrate Quaderno data into a simple workflow, moving Quaderno data into a CSV file.

Through optimized data processing, CData ODBC Drivers offer unmatched performance for interacting with live Quaderno data in Microsoft Power Automate. When you issue complex SQL queries from Power Automate to Quaderno, the driver pushes supported SQL operations, like filters and aggregations, directly to Quaderno and utilizes the embedded SQL engine to process unsupported operations client-side (e.g. SQL functions and JOIN operations).

Connect to Quaderno 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.

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

Quaderno API Profile Settings

Find your API Key in your Quaderno account under Developers > API Keys > Private Key. Your AccountName is the subdomain of your Quaderno URL.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing workflows.

Integrate Quaderno Data into Power Automate Workflows

After configuring the DSN for Quaderno, you are ready to integrate Quaderno 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 actions to connect to Quaderno, query Quaderno using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Actions -> Database) and configure the properties.

  • Connection string: DSN=CData Quaderno Source

After configuring the action, click Save.

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Actions -> 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 Coupons

After configuring the action, click Save.

Add a Write to CSV File Action

Add a "Write to CSV file" action (Actions -> 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 action, click Save.

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Actions -> Database) and configure the properties.

  • SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the action, click Save.

Save & Run the Flow

Once you have configured all the actions 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 move Quaderno data into a CSV file.

With the CData ODBC Driver for Quaderno, you get live connectivity to Quaderno data within your Microsoft Power Automate workflows.

Related Power Automate Articles

This article explains how to use the CData ODBC Driver for Quaderno with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):

Ready to get started?

Connect to live data from Quaderno with the API Driver

Connect to Quaderno