How to create an RPA flow for Talkdesk 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 Talkdesk, users can embed Talkdesk data in the workflow.

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

Configure the Connection to Talkdesk

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.

Talkdesk uses the OAuth 2.0 Client Credentials grant. There is no browser-based authorization step and no callback URL.

Set the following connection properties:

• AccountName: The name of your Talkdesk account.
• Region: The region where your Talkdesk instance is deployed. Supported values are US (default), EU, CA, AU, UK, and FedRamp.
• OAuthClientId: The Client Id assigned when you registered your custom OAuth application.
• OAuthClientSecret: The Client Secret assigned to your custom OAuth application.

Creating a Custom OAuth Application

1. Log in to your Talkdesk account and select OAuth Clients from the navigation menu.
2. Click Create OAuth Client and give the client a descriptive name.
3. Set Grant Type to Client Credentials.
4. Click Add scopes and select the scopes for the data you want to access.
5. Click Create and copy the Client Id and Client Secret.

When you connect, the driver automatically requests an access token from Talkdesk, caches it, and refreshes it when it expires. Make sure the scopes selected for the application match the views you plan to query, or the token request can fail.

Connect UiPath Studio to Talkdesk Data

Now you are ready to use Talkdesk 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 Talkdesk 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 Talkdesk 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 Users WHERE Active = 'true'
   • 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 Talkdesk 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 Talkdesk data and exporting it to CSV.

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

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