How to Access Live Zenefits Data in Power Automate Desktop via ODBC

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

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

Connect to Zenefits 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.

Start by setting the Profile connection property to the location of the Zenefits Profile on disk (e.g. C:\profiles\Zenefits.apip). Next, set the ProfileSettings connection property to the connection string for Zenefits (see below).

Zenefits API Profile Settings

In order to authenticate to Zenefits, you'll need to provide your API Key. To create an API Key, from your account head over to Company Overview > Custom Integrations, then besides Rest API Access select Add Token. Set the API Key in the ProfileSettings property to connect.

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 Zenefits Data into Power Automate Workflows

After configuring the DSN for Zenefits, you are ready to integrate Zenefits data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

In the flow editor, you can add the actions to connect to Zenefits, query Zenefits 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 Zenefits Source

After configuring the action, click Save.

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 People

After configuring the action, click Save.

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.

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.

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.

Now you have a workflow to move Zenefits data into a CSV file.

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

Related Power Automate Articles

This article walks through using the CData ODBC Driver for Zenefits with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):

• Zenefits Data in Power Automate Desktop using CData Connect
• Zenefits Data in Power Automate (Online) using CData Connect