How to Access Live Klipfolio Data in Power Automate Desktop via ODBC

The CData ODBC Driver for Klipfolio enables you to access live Klipfolio data in workflow automation tools like Power Automate. This article shows how to integrate Klipfolio data into a simple workflow, moving Klipfolio data into a CSV file.

Through optimized data processing, CData ODBC Drivers offer unmatched performance for interacting with live Klipfolio data in Microsoft Power Automate. When you issue complex SQL queries from Power Automate to Klipfolio, the driver pushes supported SQL operations, like filters and aggregations, directly to Klipfolio and utilizes the embedded SQL engine to process unsupported operations client-side (e.g. SQL functions and JOIN operations).

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

Klipfolio API Profile Settings

In order to authenticate to Klipfolio, you'll need to provide your API Key. You can generate an API key from the Klipfolio Dashboard app through either the My Profile page or from Users if you are an administrator (you must have the user.manage permission). Set the API Key in the ProfileSettings property to connect.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing workflows.

Integrate Klipfolio Data into Power Automate Workflows

After configuring the DSN for Klipfolio, you are ready to integrate Klipfolio data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

👁 A new flow in Power Automate

In the flow editor, you can add the actions to connect to Klipfolio, query Klipfolio using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Actions -> Database) and configure the properties.

• Connection string: DSN=CData Klipfolio Source

After configuring the action, click Save.

👁 A configured 'Open SQL connection' action

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Actions -> Database) and configure the properties.

• Get connection by: SQL connection variable
• SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
• SQL statement: SELECT * FROM DataSources

After configuring the action, click Save.

👁 A configured 'Execute SQL statement' action

Add a Write to CSV File Action

Add a "Write to CSV file" action (Actions -> File) and configure the properties.

• Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
• File path: set to a file on disk
• Configure Advanced settings as needed.

After configuring the action, click Save.

👁 A configured 'Write to CSV file' action

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Actions -> Database) and configure the properties.

• SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the action, click Save.

👁 A configured 'Close SQL connection' action

Save & Run the Flow

Once you have configured all the actions for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

👁 A fully configured workflow

Now you have a workflow to move Klipfolio data into a CSV file.

👁 Application data in a CSV file (Salesforce is shown)

With the CData ODBC Driver for Klipfolio, you get live connectivity to Klipfolio data within your Microsoft Power Automate workflows.

Related Power Automate Articles

This article explains how to use the CData ODBC Driver for Klipfolio with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):

• Klipfolio Data in Power Automate Desktop using CData Connect