Create an RPA Flow that Connects to Streak Data in UiPath Studio

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Streak ODBC Driver

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

Access Streak data like you would a database - read, write, and update Streak Contacts, Pipelines, Tasks, etc. through a standard ODBC Driver interface.



Use the Streak ODBC Driver to create workflows that access real-time Streak 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 Streak, users can embed Streak data in the workflow.

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

Configure the Connection to Streak

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.

Use the following steps to generate a new API key for authenticating to Streak.

  1. Navigate to Gmail
  2. Click on the Streak dropdown to the right of the search bar
  3. Select the Integrations button. This will open a window where you can view existing integrations and create new API keys.
  4. Under the Streak API section of integrations, click the button to Create New Key.

Connect UiPath Studio to Streak Data

Now you are ready to use Streak 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 Streak 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 Streak 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 UserKey, Email FROM Users WHERE Email = 'user@domain.com'
    • 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 Streak 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 Streak data and exporting it to CSV.

Click Run to extract Streak data and create a CSV file.

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