How to Access Live Vault CRM Data in Power Automate Desktop via ODBC

Jerod Johnson
Director, Technology Evangelism

The CData ODBC Driver for Vault CRM enables you to integrate Vault CRM data into workflows built using Microsoft Power Automate Desktop.

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

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

Connect to Vault CRM 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.

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.

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 Vault CRM Data into Power Automate Workflows

After configuring the DSN for Vault CRM, you are ready to integrate Vault CRM 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 Vault CRM, query Vault CRM 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 Vault CRM 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 NorthwindProducts

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 Vault CRM data into a CSV file.

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

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

URL: https://www.cdata.com/kb/tech/veeva-odbc-power-automate.rst