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

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

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

Configure the Connection to UPS

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 five pieces of information in order to authenticate its actions with the UPS service.

  • Server: This controls the URL where the requests should be sent. Common testing options for this are: https://wwwcie.ups.com/ups.app/xml and https://wwwcie.ups.com/webservices
  • AccessKey: This is an identifier that is required to connect to a UPS Server. This value will be provided to you by UPS after registration.
  • UserId: This value is used for logging into UPS. This value is the one you chose to login with when registering for service with UPS.
  • Password: This value is used for logging into UPS. This value is the one you chose to login with when registering for service with UPS.
  • AccountNumber: This is a valid 6-digit or 10-digit UPS account number.
  • PrintLabelLocation: This property is required if one intends to use the GenerateLabels or GenerateReturnLabels stored procedures. This should be set to the folder location where generated labels should be stored.

Connect UiPath Studio to UPS Data

Now you are ready to use UPS 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 UPS 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 UPS 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 FirstName, Phone FROM Senders WHERE SenderID = '25'
    • 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 UPS 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 UPS data and exporting it to CSV.

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

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