Build Automated Workflows with Live OData Services in Workato

About OData Data Integration

CData simplifies access and integration of live OData services data. Our customers leverage CData connectivity to:

Access OData versions 2.0, 3.0, and 4.0, working with legacy services and the latest features and capabilities.

Leverage advanced query options, including $filter, $select, and $expand, enhancing data retrieval from 3rd party tools.

Use Server-side execution of aggregation and grouping to minimize data transfer and boost performance.

Authenticate securely using a variety of schemes, including Azure AD, digest, negotiate, NTLM, OAuth, and more means secure authentication with every connection.

Use SQL stored procedures to manage OData service entities - listing, creating, and removing associations between entities.

Customers use CData's solutions to regularly integrate their OData services with preferred tools, such as Power BI, MicroStrategy, or Tableau, and to replicate data from OData services to their databases or data warehouses.

Getting Started

CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for OData, allowing you to easily build visualizations from live OData services in Workato. As you build automations, Workato generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to OData, leveraging server-side processing to quickly return OData services.

Configure OData Connectivity for Workato

Connectivity to OData from Workato is made possible through CData Connect Cloud. To work with OData services from Workato, we start by creating and configuring a OData connection.

Log into Connect Cloud, click Connections and click Add Connection

Select "OData" from the Add Connection panel

Enter the necessary authentication properties to connect to OData.

The User and Password properties, under the Authentication section, must be set to valid OData user credentials. In addition, you will need to specify a URL to a valid OData server organization root or OData services file.

Configuring a connection (Salesforce is shown)

Click Create & Test

Navigate to the Permissions tab in the Add OData 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.

Click on your username at the top right of the Connect Cloud app and click User Profile.

On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.

Give your PAT a name and click Create.

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 OData services from Workato.

Automate OData Services Workflows in Workato

To establish a connection from Workato to the CData Connect Cloud Virtual SQL Server API, follow these steps.

Log into Workato.

In the navigation bar, click Projects.

In your new (or existing) project, click Create > Connection.

In the search bar, enter "SQL Server" and open the Connect to SQL Server screen.

In Connect to SQL Server, enter the connection name and the following connecting settings:

Location: enter the name of the project.
Connection type: select Cloud.
Host: enter tds.cdata.com
Port: enter 14333
Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
Password: enter the PAT you previously generated page.
Database: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, OData1).

Configuring the connection to CData Connect Cloud.

Click Connect to see the Connection established message.

Next, set up your recipe. In your project, click Create > Recipe.

In Set up your recipe, enter the name and location of your recipe.

Select Run on a schedule.

Select the action to occur on the schedule.

Select a table from your Connect Cloud connection and any applicable filters.

Selecting tables for the Recipe (Jira is shown).

Click Save to save the recipe.

Click Test Jobs to test you recipe.

Real-Time Access to OData Services from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live OData services from Workato for workflows and automations. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Workato, refer to our Connect Cloud page.