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

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

Connect to Reply.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.

The Reply.io API uses API Key authentication via the x-api-key request header.

Using API Key Authentication

Your Reply.io API key is required to create a connection. To obtain your API key:

1. Log into your Reply.io account.
2. Click your profile icon and select Settings.
3. Navigate to the API section.
4. Copy your API Key.

After obtaining your API key, set the following connection properties:

• AuthScheme: Set this to APIKey.
• APIKey: Set this to your Reply.io API key.
• UserEmail (optional): Set this to the email address of the Reply.io user on whose behalf requests are made.

Example connection string:

Profile=C:\profiles\ReplyIO.apip;AuthScheme=APIKey;ProfileSettings='APIKey=your_api_key';

Import Reply.io Data

Follow the steps below to import Reply.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 BillingInfo 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.)