Integrate Exact Online Data into Automated Tasks with Power Automate

Microsoft Power Automate is an online service that automates events (known as workflows) across the most common apps and services. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Exact Online data for visualizations, dashboards, and more. This article shows how to connect to Connect Cloud from Power Automate and integrate live Exact Online data into your workflows and tasks.

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

Configure Exact Online Connectivity for Power Automate

Connectivity to Exact Online from Power Automate is made possible through CData Connect Cloud. To work with Exact Online data from Power Automate, we start by creating and configuring a Exact Online connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Exact Online" from the Add Connection panel
3. Exact Online uses OAuth to authenticate. Click "Sign in" to authenticate with Exact Online.
4. Navigate to the Permissions tab in the Add Exact Online Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
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, you are ready to connect to Exact Online data from Power Automate.

Connecting to CData Connect Cloud

To use Connect Cloud to integrate Exact Online data into your Power Automate tasks, you need a new SQL Server connection:

1. Log in to Power Automate
2. Click Data -> Connections -> New connection
3. Select SQL Server
4. In the connection wizard:
   
   
   • Choose to connect directly
   • Set SQL server name to tds.cdata.com
   • Set SQL database name to the name of the Exact Online connection (e.g. ExactOnline1)
   • Set Username to a Connect Cloud user (e.g. [email protected])
   • Set Password to the PAT for the above user
   • Click Create

Integrating Exact Online Data into Power Automate Tasks

With the connection to Connect Cloud configured, you are ready to integrate live Exact Online data into your Power Automate tasks.

1. Log in to Power Automate
2. Click My flows -> New flow and choose to create the flow from blank or template
3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Connect Cloud connection
4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc)
5. Configure any actions to follow and test, then save the flow

SQL Access to Exact Online Data from Cloud Applications

Now you have a direct connection to live Exact Online data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating Exact Online data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.

Related Power Automate Articles

This article walks through using CData Connect Cloud with Power Automate (Online). Check out our other articles for more ways to work with Power Automate Desktop:

• Exact Online Data in Power Automate Desktop using CData Connect
• Exact Online Data in Power Automate Desktop via ODBC