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Get the Report →How to Access Live Zoho Books Data in Power Automate Desktop via ODBC
The CData ODBC Driver for Zoho Books enables you to integrate Zoho Books data into workflows built using Microsoft Power Automate Desktop.
The CData ODBC Driver for Zoho Books enables you to access live Zoho Books data in workflow automation tools like Power Automate. This article shows how to integrate Zoho Books data into a simple workflow, moving Zoho Books data into a CSV file.
Through optimized data processing, CData ODBC Drivers offer unmatched performance for interacting with live Zoho Books data in Microsoft Power Automate. When you issue complex SQL queries from Power Automate to Zoho Books, the driver pushes supported SQL operations, like filters and aggregations, directly to Zoho Books and utilizes the embedded SQL engine to process unsupported operations client-side (e.g. SQL functions and JOIN operations).
Connect to Zoho Books 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.
Zoho Books uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section of the Getting Started guide in the Help documentation for an authentication guide.
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 Zoho Books Data into Power Automate Workflows
After configuring the DSN for Zoho Books, you are ready to integrate Zoho Books 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 Zoho Books, query Zoho Books 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 Zoho Books 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 INVOICES
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 Zoho Books data into a CSV file.
With the CData ODBC Driver for Zoho Books, you get live connectivity to Zoho Books data within your Microsoft Power Automate workflows.
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This article walks through using the CData ODBC Driver for Zoho Books with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):