Build Automated SAS xpt-Connected Workflows in Zapier

Zapier is an online automation tool that connects your apps and services. When paired with CData Connect AI, you get access to live SAS xpt data for your workflows. This article shows how to connect to SAS xpt and build workflows with live SAS xpt data in Zapier.

Connect to SAS xpt from Zapier

To work with SAS xpt in Zapier, we need to connect to SAS xpt from Connect AI, provide user access to the connection, and create a Workspace for the SAS xpt data.

Connect to SAS xpt from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

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

2. Select "SAS xpt" from the Add Connection panel

3. Enter the necessary authentication properties to connect to SAS xpt.

   Connecting to Local SASXpt Files

   You can connect to local SASXpt file by setting the URI to a folder containing SASXpt files.

   Connecting to S3 data source

   You can connect to Amazon S3 source to read SASXpt files. Set the following properties to connect:

   • URI: Set this to the folder within your bucket that you would like to connect to.
   • AWSAccessKey: Set this to your AWS account access key.
   • AWSSecretKey: Set this to your AWS account secret key.
   • TemporaryLocalFolder: Set this to the path, or URI, to the folder that is used to temporarily download SASXpt file(s).

   Connecting to Azure Data Lake Storage Gen2

   You can connect to ADLS Gen2 to read SASXpt files. Set the following properties to connect:

   • URI: Set this to the name of the file system and the name of the folder which contacts your SASXpt files.
   • AzureAccount: Set this to the name of the Azure Data Lake storage account.
   • AzureAccessKey: Set this to our Azure DataLakeStore Gen 2 storage account access key.
   • TemporaryLocalFolder: Set this to the path, or URI, to the folder that is used to temporarily download SASXpt file(s).
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add SAS xpt 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.

Configure SAS xpt Endpoints for Zapier

After connecting to SAS xpt, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the SAS xpt connection (e.g. SASXpt1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to SAS xpt data from Zapier.

Connect to SAS xpt Data in Zapier Workflows

To establish a connection from Zapier to CData Connect AI using the OData protocol, follow these steps.

1. Log into Zapier.
2. Click Create Zap.
3. In the dialog that appears, search for "Webhooks by Zapier", and click the option underneath.
4. Under Event, select Retrieve Poll.
5. Fill in the connection details:
   • URL: Enter the OData URL (e.g. https://cloud.cdata.com/api/odata/{workspace_name}).
   • Key: Enter "value.name."
   • Authentication details: Fill in the Basic Auth or Headers. The basic option requires a user (your Connect AI username, e.g. [email protected]) and password (the PAT you've previously created) separated by a pipe symbol: |. The headers option requires a request type header with encoded credentials.
   
6. Click Test. If the connection is set up properly, sample records will appear.

Simplified Access to SAS xpt Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live SAS xpt data from Zapier. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in cloud applications like Zapier, refer to our Connect AI page.