Work with Live Vault CRM Data in Power Query

Power Query is a data transformation and data preparation engine. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Vault CRM data from Power Query. This article shows how to connect to Connect AI from Power Query through Microsoft Excel and get live access to Vault CRM data for transformation and preparation.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for Vault CRM, allowing you to easily integrate with live Vault CRM data in Power Query — without replicating the data. CData Connect AI looks exactly like a SQL Server database to Power Query and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Vault CRM, leveraging server-side processing to quickly return Vault CRM data.

Configure Vault CRM Connectivity for Power Query

Connectivity to Vault CRM from Power Query is made possible through CData Connect AI. To work with Vault CRM data from Power Query, we start by creating and configuring a Vault CRM connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Vault CRM" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Vault CRM.

   You are ready to connect after specifying the following connection properties:

   • Url: The host you see in the URL after you login to your account. For example: https://my-veeva-domain.veevavault.com
   • User: The username you use to login to your account.
   • Password: The password you use to login to your account.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Vault CRM Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Vault CRM data from Power Query.

Working with Live Vault CRM Data in Power Query

With the connection to Connect AI configured, you are ready to work with live Vault CRM data in Power Query.

1. In Microsoft Excel, open the Power Query Editor (from the Data ribbon, click Get Data -> Launch Power Query Editor) 👁 Opening the Power Query Editor
   
2. Click New Source -> SQL Server 👁 Creating a new SQL Server Source
   
3. In the SQL Server database modal:
   • Set Server to tds.cdata.com,14333
   • (Optional) Set Database to the name of the Vault CRM connection (e.g. VaultCRM1 )
   👁 Configuring the Server
   
4. In the SQL Server credentials modal, select "Database" and
   • Set User to your Connect AI username (e.g. [email protected] )
   • Set Password to the PAT for the above user
   👁 Configuring the credentials
   
5. Click Connect
6. Select the table(s) you wish to work with in the Navigator and click "OK" 👁 Selecting the table(s) (Salesforce is shown)
   

At this point, you have live access to Vault CRM data from Power Query for transformation and preparation.

SQL Access to Vault CRM Data

Now you have a direct connection to live Vault CRM data from Microsoft Power Query. You can create more connections and transform and preparte your data to better drive business — all without replicating Vault CRM data.

To get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.