How to create an RPA flow for Suadeo Data in UiPath Studio

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 Suadeo, users can embed Suadeo data in the workflow.

This article explains how to use the Suadeo ODBC Driver in UiPath Studio to create an RPA program that accesses Suadeo data.

Configure the Connection to Suadeo

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.

The driver uses the OAuth 2.0 Resource Owner Password Credentials (ROPC) grant to authenticate to Suadeo. Authentication occurs directly using your credentials; there is no browser-based authorization flow or refresh token.

Set the following connection properties:

• URL: The base URL of your Suadeo instance.
• User: Your Suadeo username.
• Password: Your Suadeo password.
• AuthenticationName: The name identifier for the authentication configuration in your Suadeo instance. Different authentication names can be configured for different environments or use cases.

When you connect, the driver sends your credentials to the Suadeo OAuth token endpoint, receives an access token, and uses it for all subsequent requests. A new access token is obtained automatically when needed during the session.

Connect UiPath Studio to Suadeo Data

Now you are ready to use Suadeo 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 Suadeo 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 Suadeo 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 Id, Name FROM Customers WHERE Status = 'Active'
   • 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 Suadeo 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 Suadeo data and exporting it to CSV.

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

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