Use the CData ODBC Driver for Clari in Microsoft Power Query

The CData ODBC Driver for Clari enables you to link to Clari data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Clari data into Microsoft Power Query.

Connect to Clari as an ODBC Data Source

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 Clari Profile on disk (e.g. C:\profiles\Clari.apip). Next, set the ProfileSettings connection property to the connection string for Clari (see below).

Clari API Profile Settings

Obtain your API Key and API Secret from Clari workspace settings under Integrations > Clari Copilot API.

Import Clari Data

Follow the steps below to import Clari data using standard SQL:

1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver:

   Provider=MSDASQL.1;Persist Security Info=False;DSN=CData API Source

3. Enter the SELECT statement to import data with. For example:

    SELECT Id, SourceId FROM Calls WHERE Status = 'completed'
    

   👁 The ODBC connection string and SELECT query. (Salesforce is shown.)
   

4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.

   👁 Tables loaded in Power Query. (Salesforce is shown.)