12/8/2023 0 Comments Power automate desktop logoAdd an Execute SQL Statement ActionĪdd an "Execute SQL statement" action (Actions -> Database) and configure the properties. Click "Test Connection" to ensure the connection is configured properlyĪfter building the connection string in the Data Link Properties wizard, save the action.Select the database: use the database configured above (e.g.Enter information to log onto the server: select "Use a specific username and password" and use CData Connect credentials.Select or enter a server name: set to the address and port of the SQL (TDS) endpoint of CData Connect, separated by a comma (e.g.On the Provider tab: select Microsoft OLE DB Driver for SQL Server.Add an Open SQL Connection ActionĪdd an "Open SQL connection" action (Actions -> Database) and click the option to build the Connection string. In the flow editor, you can add the actions to connect to Tally, query Tally using SQL, and write the query results to a CSV document. Open Microsoft Power Automate, add a new flow, and name the flow. Integrate Tally Data into Power Automate WorkflowsĪfter configuring CData Connect with Tally, you are ready to integrate Tally data into your Power Automate workflows. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.Url: Set this to the URL for your Tally instance.Set the following connection properties to connect to Tally Instance: Select "Tally" from Available Data Sources.Įnter the necessary authentication properties to connect to Tally.Log into Connect Server and click Databases.Connect 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 Tally, leveraging server-side processing to quickly return Tally data.Ĭreate a Virtual SQL Database for Tally DataĬData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs. This article shows how to integrate Tally data into a simple workflow, moving Tally data into a CSV file.ĬData Connect provides a pure SQL interface for Tally, allowing you to easily integrate with live Tally data in Power Automate - without replicating the data. CData Connect enables you to access live Tally data in workflow automation tools like Power Automate.
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