How to create an RPA flow for ZohoInvoice 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 API Driver for ODBC, users can embed ZohoInvoice data in the workflow.

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

Configure the Connection to ZohoInvoice

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.

Start by setting the Profile connection property to the location of the ZohoInvoice Profile on disk (e.g. C:\profiles\ZohoInvoice.apip). Next, set the ProfileSettings connection property to the connection string for ZohoInvoice (see below).

ZohoInvoice API Profile Settings

Register an OAuth application in the Zoho Developer Console as a server-based application. You will receive a Client ID, Client Secret, and must configure a redirect URI.

Connect UiPath Studio to ZohoInvoice Data

Now you are ready to use ZohoInvoice 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 API 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 ZohoInvoice 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 OrganizationId, ContactId FROM ContactAddresses WHERE Country = 'United States'
   • 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 ZohoInvoice 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 ZohoInvoice data and exporting it to CSV.

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

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