How to Use CData Connect to Access Live Smaregi Data in Power Automate

CData Connect enables you to access live Smaregi data in workflow automation tools like Power Automate. This article shows how to integrate Smaregi data into a simple workflow, moving Smaregi data into a CSV file.

CData Connect provides a pure SQL interface for Smaregi, allowing you to easily integrate with live Smaregi data in Power Automate — without replicating the data. Connect looks exactly like a SQL Server database to Power Automate and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Smaregi, leveraging server-side processing to quickly return Smaregi data.

Create a Virtual SQL Database for Smaregi Data

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

1. Log into Connect Server and click Connections.
2. Select "Smaregi" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Smaregi.

   In order to authenticate, specify the following:

   • ContractId: Enter the Contract ID of your account. You can also find it in the Reception setting section.
   • AccessToken: Enter the access token in the Reception setting section.

   Both values can be found after logging into Smaregi and navigating to Configurations -> System linkage -> Smart API setting.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

How to Integrate Smaregi Data into Power Automate Workflows

After configuring CData Connect with Smaregi, you are ready to integrate Smaregi 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 Smaregi, query Smaregi 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 click the option to build the Connection string. In the Data Link Properties wizard:

1. On the Provider tab: select Microsoft OLE DB Driver for SQL Server
2. On the Connection tab:
   1. Select or enter a server name: set to the address and port of the SQL (TDS) endpoint of CData Connect, separated by a comma (e.g. localhost,8033)
   2. Enter information to log onto the server: select "Use a specific username and password" and use CData Connect credentials
   3. Select the database: use the database configured above (e.g. Smaregi1)
3. Click "Test Connection" to ensure the connection is configured properly
4. Click "OK"

After building the connection string in the Data Link Properties wizard, save the action.

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 Products

After configuring the properties, save the action.

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 properties, save the action.

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 properties, save the action.

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 Smaregi data into a CSV file.

With CData Connect, you get live connectivity to Smaregi data within your Microsoft Power Automate workflows.

Related Power Automate Articles

This article walks through using CData Connect Server with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):

• Smaregi Data in Power Automate (Online) using CData Connect Server