Create an RPA Flow that Connects to SAP Business One DI Data in UiPath Studio

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SAP Business One DI ODBC Driver

The SAP Business One DI ODBC Driver is a powerful tool that allows you to connect with live data from SAP Business One DI, directly from any applications that support ODBC connectivity.

Access SAP Business One DI data like you would a database - read, write, and update SAP Business One DI Accounts, Activities, Orders, Customers, etc. through a standard ODBC Driver interface.



Use the SAP Business One DI ODBC Driver to create workflows that access real-time SAP Business One DI data without any coding.

UiPath is a Robotic Process Automation (RPA) platform with rich features and an easy-to-use UI that enables non-developers to create process automation. By using UiPath Studio, you can build an RPA program just like drawing a diagram. With the CData ODBC Driver for SAP Business One DI, users can embed SAP Business One DI data in the workflow.

This article walks through using the SAP Business One DI ODBC Driver in UiPath Studio to create an RPA program that accesses SAP Business One DI data.

Configure the Connection to SAP Business One DI

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.

To connect to SAP Business One DI data, specify the following connection properties:

  • DBServerType: The type of server being connected to.
  • Server: The name or IP address of the Business One DI server to connect to.
  • CompanyDB: The company to connect to.
  • User: The username used when connecting to the LicenseServer.
  • Password: The password used when connecting to the LicenseServer.
  • LicenseServer (optional): Set this if your License Server is different from the Server.
  • UseTrusted (optional): Set to TRUE to connect using Windows credentials.

Connect UiPath Studio to SAP Business One DI Data

Now you are ready to use SAP Business One DI data ODBC DSN in UiPath Studio with the following steps.

  1. From the Start page, click Blank to create a New Project.
  2. Click Manage Packages then search for and install UiPath.Database.Activities.
  3. Navigate to the Activities and drop a Flowchart (Workflow -> Flowchart -> Flowchart) onto the process.
  4. Drop a database Connect activity (App Integration -> Datbase -> Connect) after the Start activity.
  5. Double-click the Connect activity and configure the Connection.
    1. Click the Connection Wizard
    2. Select "Microsoft ODBC Data Source"
    3. In Connection Properties, select your DSN (CData SAPBusinessOneDI Source) and click OK
  6. To store Connection info, create a variable and bind to Output in the Properties section. Choose DatabaseConnection in Output.

Create an Execute Query Activity

With the connection configured, we are ready to query SAP Business One DI data in our RPA.

  1. From the Activities navigation, select Execute Query and drop it on the Flowchart.
  2. Double-click the Execute Query activity and set the properties as follows:
    • ExistingDbConnection: Your Connection variable
    • Sql: SELECT statement like SELECT AcctCode, AcctName FROM OACT WHERE AcctName = 'account_name'
    • DataTable: Create and use a variable with the Type System.Data.DataTable

Create Write CSV Activity

With the Connection and Execute Query activities configured, we are ready to add a Write CSV activity to the Flowchart to replicate the SAP Business One DI data.

  1. From the Activities navigation, select Write CSV and drop it after the Execute Query activity.
  2. Double-click the Write CSV activity and set the properties as follows:
    • FilePath: Set to a file (new or existing) on disk (i.e.: C:\UiPath[id]-data.csv
    • DataTable: Set to the DataTable variable you created earlier

Connect the Activities and Run the Flowchart

If they are not already connected, connect each Activity that you created to complete the RPA project for extracting SAP Business One DI data and exporting it to CSV.

Click Run to extract SAP Business One DI data and create a CSV file.

In this article, we used the CData ODBC Driver for SAP Business One DI to create an automation flow that accesses SAP Business One DI data in UiPath Studio. Download a free, 30-day trial of the ODBC Driver and start working with live SAP Business One DI data in UiPath Studio today!