Use the CData ODBC Driver for Customer.io in Microsoft Power Query

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

Connect to Customer.io 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.

Using API Key Authentication

To obtain your Customer.io App API Key, navigate to the Customer.io UI under Data & Integrations > Integrations > Customer.io API and generate your API key.

After setting the following connection properties, you are ready to connect:

• AuthScheme: Set this to APIKey.
• APIKey: Set this to your Customer.io App API Key.

Example Connection String

Profile=C:\profiles\CustomerIO.apip;AuthScheme=APIKey;ProfileSettings="APIKey=your_api_key";

Import Customer.io Data

Follow the steps below to import Customer.io 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 , FROM Customers WHERE = ''
    

   👁 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.)