FastSpring Connector for UiPath

In this article you will learn how to integrate FastSpring data in UiPath without coding in just a few clicks (live / bi-directional connection to FastSpring). Read / write FastSpring data related to Orders, Subscriptions, Quotes, Products, Accounts and more without coding..

Using FastSpring Connector you will be able to connect, read, and write data from within UiPath. Follow the steps below to see how we would accomplish that.

Download Documentation

Create ODBC Data Source (DSN) based on ZappySys API Driver

Step-by-step instructions

To get data from FastSpring using UiPath we first need to create a DSN (Data Source) which will access data from FastSpring. We will later be able to read data using UiPath. Perform these steps:

  1. Install ZappySys ODBC PowerPack.

  2. Open ODBC Data Sources (x64):
    Open ODBC Data Source

  3. Create a User Data Source (User DSN) based on ZappySys API Driver

    ZappySys API Driver
    Create new User DSN for ZappySys API Driver
    You should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version.
  4. When the Configuration window appears give your data source a name if you haven't done that already, then select "FastSpring" from the list of Popular Connectors. If "FastSpring" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:

    FastSpringDSN
    FastSpring
    ODBC DSN Template Selection

  5. Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.

    Steps to get FastSpring Credentials : Http [Http]
    Here is how to obtain API Credentials. You might be able to use your Account Login UserId / Password but we do not reccomend using it. Instead of that use API credentials generated using the following way.
    1. In the FastSpring App, navigate to Developer Tools > APIs > API Credentials.
    2. Click Create. FastSpring will automatically generate your username and password. Use this on the API connection UI
    3. Securely store the credentials for future reference.
    4. If you reset your credentials, update each stored procedure that relies on API access to prevent failed requests.

    Fill in all required parameters and set optional parameters if needed:

    FastSpringDSN
    FastSpring
    Http [Http]
    https://api.fastspring.com
    Required Parameters
    Optional Parameters
    UserName Fill in the parameter...
    Password Fill in the parameter...
    RetryMode Fill in the parameter...
    RetryStatusCodeList Fill in the parameter...
    RetryCountMax Fill in the parameter...
    RetryMultiplyWaitTime Fill in the parameter...
    Your Webstore URL Fill in the parameter...
    ODBC DSN HTTP Connection Configuration

  6. Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
    ODBC ZappySys Data Source Preview

  7. Click OK to finish creating the data source.

Video instructions

Read FastSpring data in UiPath Studio (workstation)

Here we will be reading FastSpring data on your workstation. To accomplish that we will create and run UiPath process package locally. Later on, we'll explore how to publish the package to Orchestrator and run it remotely. For now, let's focus on working locally and get started!

  1. Open UiPath Studio.
  2. Before we really begin the work, make sure UiPath Studio is set as your profile (blue application icon).
  3. In case, it is set to UiPath StudioX, you can change it in UiPath StudioX Settings: Choosing UiPath Studio profile Simply select UiPath Studio option: Choosing UiPath Studio profile
  4. Start by creating a new project based on UiPath Process template: Creating new process in UiPath Studio to import ODBC data
  5. Add Run Query activity in Main Sequence box: Adding ODBC data source in UiPath Studio
  6. Click Configure Connection... button to create an ODBC connection: Configuring ODBC data source in UiPath in Run Query activity
  7. Continue by clicking Connection Wizard: Using connection wizard to setup ODBC source in UiPath Studio
  8. When the window opens, select ODBC-based driver, provider, and then choose ODBC data source:
    FastSpringDSN
    FastSpringDSN
    Choosing ODBC DSN in UiPath Studio connection wizard
    You can also select Use connection string option and use whole ODBC connection string instead. Obtain the connection string by pressing Copy Settings button in your data source configuration.
  9. Once you do that, it's time to configure a SQL query: Inputting SQL query for ODBC data source in UiPath Studio
    Make sure, you enclose the query in double quotes!
  10. Proceed by adding a Write CSV activity after Run Query: Adding Write CSV activity to write ODBC data in UiPath
    In this article we are using Write CSV, but you can freely add any other destination of your choice, e.g. Write DataTable to Excel.
  11. Once you do that, configure the added Write CSV, this will write FastSpring data to a CSV file: Configuring Write CSV activity to write ODBC data in UiPath
  12. It's time for fun! Which means it's time for debugging! Just run the package locally to debug: Running UiPath process package to get ODBC data
  13. Finally, ensure there are no execution errors! Successful UiPath package debugging

Run UiPath package using Orchestrator (via robot)

UiPath also offers the ability to execute packages remotely using Orchestrator and a robot. This is achieved by publishing the package to UiPath Orchestrator, installing UiPath Assistant on the remote machine, connecting it to Orchestrator, enabling us to run the package remotely. It may sound complicated at first glance, but further steps will clear things out. Let's not waste our precious time and delve into the details!

Publish process package from UiPath Studio

  1. First of all, open the UiPath process package we created in the previous step
  2. Set the option that our process package Starts in Background: Marking UiPath process package to start in background
  3. We are ready to Publish it: Publishing UiPath process package to read ODBC data
  4. Make sure, you publish it to the Shared folder in UiPath Orchestrator Tenant workspace: Setting package publishing path in UiPath Studio
  5. Finally, success! We are ready for the next step - creating UiPath robot - so we can automate the job: Great news! The UiPath package is now published

Create robot in UiPath Orchestrator

  1. First of all, let's open UiPath Orchestrator from UiPath Automation Cloud console: Opening UiPath Orchestrator
  2. It's time to create a robot, which will run unattended packages: Creating unattended setup in UiPath Orchestrator
  3. But first we have to create a runtime. Choose to host our robot on-premise, not in UiPath infrastructure: Creating self-hosted robot in UiPath Orchestrator
  4. Let's move along and Create new machine template, this will create a machine in UiPath Orchestrator: Creating new machine template in UiPath Orchestrator
  5. Configure the machine to run in Production environment: Adding machine template in UiPath Orchestrator
  6. We are ready to Create new robot account in the new machine: Creating new robot account in UiPath Orchestrator
  7. Let's make our robot to work only on background automations: Configuring new robot account in UiPath Orchestrator
  8. Continue by selecting newly created robot: Selecting robot account in UiPath Orchestrator
  9. Select Shared folder, so that everyone in the team can benefit from it: Selecting folder for robot in UiPath Orchestrator
    This is the folder where we published our UiPath process package "MyProcess"
  10. We are almost done! We are given machine Client ID and Client secret which we will use to connect UiPath Assistant to our created machine in Orchestrator. Let's leave this open for a while and see how we can do it in the next step. Configuring machine template, Client ID, and Secret in UiPath Orchestrator

Connect UiPath Assistant to Orchestrator

We are ready to connect UiPath Assistant to the machine we created in Orchestrator. UiPath Assistant will run our package in a remote machine. Let's connect it and give it some work!

  1. Connect to a remote machine (where your UiPath process package will be running).
  2. Install UiPath Studio there.
  3. Then configure ODBC data source:

    If you chose Use user or system data source option in connection configuration, when creating UiPath process package, then create an identical ODBC data source on the same remote machine. Use the same configuration as the one created in your workstation in the first step.

    Use Copy Settings and Load Settings buttons to make your life easier. They will help you to transfer settings between different ODBC data sources.

    If you chose Use connection string option, then you don't have to do anything. However, you still have to install ODBC PowerPack on the remote machine.

  4. Continue by opening UiPath Assistant and going to Preferences: Configuring UiPath Assistant to read ODBC data
  5. Find Orchestrator Settings menu item and click it: Configuring Orchestrator settings in UiPath Assistant
  6. And here even bigger fun begins! But fear not, all you have to do is open your web browser window with Client ID & Client secret we obtained in the previous step and simply copy and paste those values into UiPath Assistant. Also, don't forget to configure Orchestrator URL: Configuring Client ID and Secret in UiPath Assistant
  7. Finally, we get rewarded for the hard work with the Connected as Unattended status: Successfully connecting UiPath Assistant to get ODBC data

Create and run UiPath process in Orchestrator

We are at the finish line! Let's create and run UiPath process. This will execute the package on your remote machine using the UiPath Assistant configured earlier.

  1. First of all, open UiPath Orchestrator from UiPath Automation Cloud console.
  2. Then proceed by going to Process in Shared folder: Going to Processes to create UiPath process
  3. Continue by simply clicking on Add process button: Creating UiPath process in UiPath Orchestrator
  4. Select the process package we created in UiPath Studio: Selecting UiPath package in UiPathp process
  5. Rest a while, and just hit Next, unless your package has requirements: Configuring UiPath package requirements (optional)
  6. Then simply hit Create button: Naming UiPath process and setting priority
  7. But let's not stop here and Start the process by creating a job right away: Finishing creating UiPath process to get FastSpring Data
  8. Use the same Production runtime we created before and hit Start: Starting UiPath job
  9. We've reached the final step! In the CSV destination file or destination of your choice you should see FastSpring data: Successfully running UiPath job

Advanced topics

Create Custom Stored Procedure in ZappySys Driver

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

  1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
    ZappySys Driver - Add Stored Procedure

  2. Enter the desired Procedure name and click on OK:
    ZappySys Driver - Add Stored Procedure Name

  3. Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver:
    Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

    CREATE PROCEDURE [usp_get_orders]
        @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
     AS
        SELECT * FROM Orders where OrderDate >= '<@fromdate>';
    

    ZappySys Driver - Create Custom Stored Procedure

  4. That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:

    Exec usp_get_orders '1996-01-01';

    ZappySys Driver - Execute Custom Stored Procedure

  5. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
    As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.

    SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')

    ZappySys Driver - Generate SQL Server Query

  6. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
    ZappySys Driver - Generate SQL Server Query

Create Custom Virtual Table in ZappySys Driver

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

  1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
    ZappySys Driver - Add Table

  2. Enter the desired Table name and click on OK:
    ZappySys Driver - Add Table Name

  3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

  4. Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
    Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here

    SELECT
      "ShipCountry",
      "OrderID",
      "CustomerID",
      "EmployeeID",
      "OrderDate",
      "RequiredDate",
      "ShippedDate",
      "ShipVia",
      "Freight",
      "ShipName",
      "ShipAddress",
      "ShipCity",
      "ShipRegion",
      "ShipPostalCode"
    FROM "Orders"
    Where "ShipCountry"='USA'

    ZappySys Driver - Create Custom Table

  5. That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:

    SELECT * FROM "vt__usa_orders_only"

    ZappySys Driver - Execute Custom Virtual Table Query

  6. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
    As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.

    SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')

    ZappySys Driver - Generate SQL Server Query

  7. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
    ZappySys Driver - Generate SQL Server Query

Actions supported by FastSpring Connector

FastSpring Connector support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.
 Get Product IDs
   [Read more...]
 Get Products
   [Read more...]
 Get Products Publish Status
   [Read more...]
 Get Product
   [Read more...]
Parameter Description
Product Id
 Create Product
   [Read more...]
 Update Product
   [Read more...]
 Get Product Prices
   [Read more...]
Parameter Description
Country Code
Currency Code
 Get Order Items
   [Read more...]
 Get Order Items by OrderId
   [Read more...]
Parameter Description
Order Id
 Get Orders
   [Read more...]
 Get Order by Id
   [Read more...]
Parameter Description
Order Id
 Get Accounts
   [Read more...]
 Get Account Orders (For all accounts)
   [Read more...]
 Get Account Charges
   [Read more...]
 Get Account Orders (For a single account)
   [Read more...]
Parameter Description
Account Id
 Get Account Charges by Id
   [Read more...]
Parameter Description
Account Id
 Get Account By Id
   [Read more...]
Parameter Description
Account Id
 Get Subscriptions Ids
   [Read more...]
 Get Subscriptions
   [Read more...]
 Get Subscription By Id
   [Read more...]
Parameter Description
Subscription Id
 Get Quote By Id
   [Read more...]
Parameter Description
Quote Id
 Get Quotes
   [Read more...]
 Get Subscription Report
   [Read more...]
Parameter Description
ReportColumns
Option Value
activations activations
arr arr
average_mrr average_mrr
buyer_email buyer_email
buyer_id buyer_id
cancellations cancellations
chargeback_true_false chargeback_true_false
company_id company_id
company_name company_name
country_iso country_iso
country_name country_name
coupon coupon
customer_churn customer_churn
discount discount
driving_offer_type driving_offer_type
driving_product_path driving_product_path
item_id item_id
lifetime_value lifetime_value
mrr mrr
mrr_decrease mrr_decrease
mrr_downgrade mrr_downgrade
mrr_growth_rate mrr_growth_rate
mrr_increase mrr_increase
mrr_paused mrr_paused
mrr_resumed mrr_resumed
mrr_upgrade mrr_upgrade
new_subscribers new_subscribers
occurred_date occurred_date
order_id order_id
product_display_name product_display_name
product_id product_id
product_name product_name
product_path product_path
purchase_type purchase_type
return_true_false return_true_false
revenue_churn revenue_churn
store_id store_id
store_name store_name
subscriber_loss subscriber_loss
subscribers subscribers
subscription_period subscription_period
subscription_period_end subscription_period_end
subscription_period_start subscription_period_start
subscription_start_date subscription_start_date
subscription_status subscription_status
subscription_true_false subscription_true_false
subscriptions subscriptions
sync_date sync_date
transaction_currency transaction_currency
transaction_date transaction_date
transaction_month transaction_month
transaction_type transaction_type
transaction_year transaction_year
GroupByColumns
Option Value
buyer_email buyer_email
buyer_id buyer_id
chargeback_true_false chargeback_true_false
company_id company_id
company_name company_name
country_iso country_iso
country_name country_name
coupon coupon
discount discount
driving_offer_type driving_offer_type
driving_product_path driving_product_path
item_id item_id
occurred_date occurred_date
order_id order_id
product_display_name product_display_name
product_id product_id
product_name product_name
product_path product_path
purchase_type purchase_type
return_true_false return_true_false
store_id store_id
store_name store_name
subscription_period subscription_period
subscription_period_end subscription_period_end
subscription_period_start subscription_period_start
subscription_start_date subscription_start_date
subscription_status subscription_status
subscription_true_false subscription_true_false
sync_date sync_date
transaction_currency transaction_currency
transaction_date transaction_date
transaction_month transaction_month
transaction_type transaction_type
transaction_year transaction_year
 Get Revenue Report
   [Read more...]
Parameter Description
ReportColumns
Option Value
Buyer_Email Buyer_Email
Buyer_ID Buyer_ID
Chargeback_True_False Chargeback_True_False
Company_ID Company_ID
Company_Name Company_Name
Country_ISO Country_ISO
Country_Name Country_Name
CouponDigital_Backup_Fulfillment_Fee CouponDigital_Backup_Fulfillment_Fee
Digital_Backup_Fulfillment_Fee_in_USD Digital_Backup_Fulfillment_Fee_in_USD
Digital_Fulfillment_Fee Digital_Fulfillment_Fee
Digital_Fulfillment_Fee_in_USD Digital_Fulfillment_Fee_in_USD
Discount Discount
Driving_Offer_TypeDriving_Product_Path Driving_Offer_TypeDriving_Product_Path
Fixed_FeeFixed_Fee_in_USDIncomeIncome_in_USDItem_ID Fixed_FeeFixed_Fee_in_USDIncomeIncome_in_USDItem_ID
Order_ID Order_ID
Physical_Backup_Fulfillment_Fee Physical_Backup_Fulfillment_Fee
Physical_Backup_Fulfillment_Fee_in_USD Physical_Backup_Fulfillment_Fee_in_USD
Product_Display_Name Product_Display_Name
Product_ID Product_ID
Product_Name Product_Name
Product_Path Product_Path
Purchase_Type Purchase_Type
Return_Fee Return_Fee
Return_Fee_in_USD Return_Fee_in_USD
Return_True_False Return_True_False
SegmentStore_Chargeback_Fee SegmentStore_Chargeback_Fee
Store_ID Store_ID
Store_Name Store_Name
Subscription_Period Subscription_Period
Subscription_Period_End Subscription_Period_End
Subscription_Period_Start Subscription_Period_Start
Subscription_Start_Date Subscription_Start_Date
Subscription_Status Subscription_Status
Subscription_True_False Subscription_True_False
Tax Tax
Tax_Fee Tax_Fee
Tax_Fee_in_USD Tax_Fee_in_USD
Tax_in_USD Tax_in_USD
Transaction_Amount Transaction_Amount
Transaction_Amount_in_USD Transaction_Amount_in_USD
Transaction_Currency Transaction_Currency
Transaction_Date Transaction_Date
Transaction_Fee Transaction_Fee
Transaction_Fee_in_USD Transaction_Fee_in_USD
Transaction_Item_Count Transaction_Item_Count
Transaction_Month Transaction_Month
Transaction_Rate Transaction_Rate
Transaction_Time_UTC Transaction_Time_UTC
Transaction_Type Transaction_Type
Transaction_Year Transaction_Year
Grand_Total_In_USD Grand_Total_In_USD
syncDatecountryISO syncDatecountryISO
Product_Count Product_Count
Product_Units Product_Units
GroupByColumns
Option Value
Buyer_Email Buyer_Email
Buyer_ID Buyer_ID
Chargeback_True_False Chargeback_True_False
Company_ID Company_ID
Company_Name Company_Name
Country_ISO Country_ISO
Country_Name Country_Name
Coupon Coupon
Discount Discount
Driving_Offer_Type Driving_Offer_Type
Driving_Product_Path Driving_Product_Path
Income Income
Item_ID Item_ID
Order_ID Order_ID
Product_Display_Name Product_Display_Name
Product_ID Product_ID
Product_Name Product_Name
Product_Path Product_Path
Purchase_Type Purchase_Type
Return_True_False Return_True_False
Segment Segment
Store_ID Store_ID
Store_Name Store_Name
Subscription_Period Subscription_Period
Subscription_Status Subscription_Status
Subscription_True_False Subscription_True_False
Transaction_Currency Transaction_Currency
Transaction_Date Transaction_Date
Transaction_Month Transaction_Month
Transaction_Type Transaction_Type
Transaction_Year Transaction_Year
countryISO countryISO
 Generic Request
This is generic endpoint. Use this endpoint when some actions are not implemented by connector. Just enter partial URL (Required), Body, Method, Header etc. Most parameters are optional except URL.    [Read more...]
Parameter Description
Url API URL goes here. You can enter full URL or Partial URL relative to Base URL. If it is full URL then domain name must be part of ServiceURL or part of TrustedDomains
Body Request Body content goes here
IsMultiPart Set this option if you want to upload file(s) (i.e. POST RAW file data) or send data using Multi-Part encoding method (i.e. Content-Type: multipart/form-data). Multi-Part request allows you to mix key/value and upload files in same request. On the other hand raw upload allows only single file upload (without any key/value) ==== Raw Upload (Content-Type: application/octet-stream) ===== To upload single file in raw mode check this option and specify full file path starting with @ sign in the Body (e.g. @c:\data\myfile.zip ) ==== Form-Data / Multipart Upload (Content-Type: multipart/form-data) ===== To treat your Request data as multi part fields you must specify key/value pairs separated by new lines into RequestData field (i.e. Body). Each key value pair is entered on new-line and key/value are separated using equal sign (=). Preceding and trailing spaces are ignored also blank lines are ignored. If field value has some any special character(s) then use escape sequence (e.g. For NewLine: \r\n, For Tab: \t, For at (@): \@). When value of any field starts with at sign (@) its automatically treated as File you want to upload. By default file content type is determined based on extension however you can supply content type manually for any field using this way [ YourFileFieldName.Content-Type=some-content-type ]. By default File Upload Field always includes Content-Type in the request (non file fields do not have content-type by default unless you supply manually). For some reason if you dont want to use Content-Type header in your request then supply blank Content-Type to exclude this header altogather [e.g. SomeFieldName.Content-Type= ]. In below example we have supplied Content-Type for file2 and SomeField1, all other fields are using default content-type. See below Example of uploading multiple files along with additional fields. If some API requires you to pass Content-Type: multipart/form-data rather than multipart/form-data then manually set Request Header => Content-Type: multipart/mixed (it must starts with multipart/ else will be ignored). file1=@c:\data\Myfile1.txt file2=@c:\data\Myfile2.json file2.Content-Type=application/json SomeField1=aaaaaaa SomeField1.Content-Type=text/plain SomeField2=12345 SomeFieldWithNewLineAndTab=This is line1\r\nThis is line2\r\nThis is \ttab \ttab \ttab SomeFieldStartingWithAtSign=\@MyTwitterHandle
Filter Enter filter to extract array from response. Example: $.rows[*] --OR-- $.customers[*].orders[*]. Check your response document and find out hierarchy you like to extract
Headers Headers for Request. To enter multiple headers use double pipe or new line after each {header-name}:{value} pair

FastSpring Connector Examples for UiPath Connection

This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.

Read orders    [Read more...]

Read all orders

SELECT * FROM Orders

Read a single order by id    [Read more...]

Read a single order by id

SELECT * FROM Orders Where Id='zzzzzzzzzz'

Read orders with date range    [Read more...]

Read all orders within specific date range

SELECT * FROM Orders WITH(StartDate='2020-01-01', EndDate='2021-12-31' ) --use function like today, yesterday, yearstart, monthstart, yearstart-1y

Read orders placed in last 30 days    [Read more...]

Read all orders placed in last 30 days. This hows how to use function like today, yesterday, yearstart, monthstart, yearstart-1y etc for date parameters

SELECT * FROM Orders 
--WHERE Currency='USD' and TotalInPayoutCurrency>=1599
WITH(StartDate='today-30day', EndDate='today') --try today, yesterday, yearstart, yearend, monthstart, monthend, yearstart-1y so on

Read product ids    [Read more...]

Read all orders

SELECT * FROM get_product_ids

Read product details    [Read more...]

Read all products

SELECT * FROM Products

Read a single product by id    [Read more...]

Read a single product by id

SELECT * FROM Products Where Id='some-product-id'

Read product prices    [Read more...]

List product prices for specified currency or country. If you do not pass Country or Currency Parameter then all prices for all countries listed

SELECT 
 Product,
 Country,
 Currency,
 Price,
 PriceDisplay,
 
 Discount2DiscountPercent,
 Discount2DiscountValue,
 Discount2DiscountValueDisplay,
 Discount2UnitPrice,
 Discount2UnitPriceDisplay,
 
 Discount3DiscountPercent,
 Discount3DiscountValue,
 Discount3DiscountValueDisplay,
 Discount3UnitPrice,
 Discount3UnitPriceDisplay,
 
 Discount4DiscountPercent,
 Discount4DiscountValue,
 Discount4DiscountValueDisplay,
 Discount4UnitPrice,
 Discount4UnitPriceDisplay,
 
 Discount5DiscountPercent,
 Discount5DiscountValue,
 Discount5DiscountValueDisplay,
 Discount5UnitPrice,
 Discount5UnitPriceDisplay,
 
 DiscountReasonEn,
 DiscountPeriodCount,

 AvailableStart,
 AvailableEnd,
 SetupFeePrice,
 SetupFeePriceDisplay,
 SetupFeeReasonEn
 
FROM ProductPrices 
--WITH(Country='US') --//get prices for a specific country
--WITH(Currency='USD') --//get proces for a specific currency

Update Product    [Read more...]

Update product attributes by its ID

UPDATE Products
SET 
  Display='Product ABCD'
, Sku='PRD-ABCD-01'
, Summary='Product Abcd **STD**'
, Description='This product can be used to call **API** supports markdown syntax'
, Action='**Action** supports markdown'
, TaxCode='DC010500'
, Image='https://zappysys.com/api/images/ZappySys-icon.png'
, FulfillmentInstructions='Thank you for shopping. **Activate** license by using our License App'
, Format='digital'
, PriceUSD='101.5'
, PriceEUR='102.5'
, PriceGBP='103.5'
, PriceCAD='104.5'
, PriceNZD='105.5'
, PriceCHF='106.5'
, PriceSEK='107.5'
, PriceCZK='108.5'
, PriceDKK='109.5'
, PricePLN='101.5'
, PriceSGD='102.5'
, PriceJPY='103.5'
, PriceCNY='104.5'
, PriceHKD='105.5'
, PriceINR='106.5'
, PriceBRL='107.5'
, PriceAUD='108.5'

, Badge='Badge-1'
, Rank=1
, Trial=14 --how many trial days
, TrialPriceUSD=10.5 

--, Renew=1 --not allowed for update : Only for create (enable subscription)
, Interval='year' --allowed values: adhoc, day, week, year, only needed if you are creating a subscription
, IntervalLength=1
, IntervalCount=0

, QuantityBehavior='allow' --allowed values: allow, lock, hide
, QuantityDefault=1
, Attributes = '{"mykey-1" : "some-value-1", "mykey-2" : "some-value-2"}'
--, Fulfillments='[ { fullfillment }, { fullfillment } ... ]' --JSON fragment 	
Where Id='abcd'

Update multiple Products (read from CSV file)    [Read more...]

Update multiple products from CSV file or other external source (e.g. Microsoft SQL Server, MySQL, Postgresql, ODBC)

UPDATE Products
SOURCE('ODBC',

--File input example (use as to match Column name allowed in Products Table to write)
--'Driver={ZappySys CSV Driver};DataPath=c:\data\products.csv',
--'select P_ID as Id,P_TAXCODE as TaxCode From $'

--Direct input example
'Driver={ZappySys CSV Driver}',
'select ''abcd'' as Id, ''DC010500'' as TaxCode UNION
 select ''xyz'' as Id, ''DC010500'' as TaxCode UNION
 select ''zzz'' as Id, ''DC010500'' as TaxCode 
'
)

Create or Update Product (Upsert)    [Read more...]

Create or Update product (Upsert)

--Insert or Update
--UPSERT INTO Products 

--Insert or Update
UPSERT INTO Products
(     [Id]	, [Display]	, [Summary]
	, [Description]	, [Action]	, [Format]
	, [Sku]	, [TaxCode]	, [Image]
	, [Renew]	, [Interval]	, [IntervalLength]
	, [IntervalCount]	, [QuantityBehavior]	, [QuantityDefault]
	, [PriceUSD]	, [PriceEUR]	, [PriceGBP]
	, [PriceCAD]	, [PriceNZD]	, [PriceCHF]
	, [PriceSEK]	, [PriceCZK]	, [PriceDKK]
	, [PricePLN]	, [PriceSGD]	, [PriceJPY]
	, [PriceCNY]	, [PriceHKD]	, [PriceINR]	, [PriceBRL]	, [PriceAUD]
	, [Trial]	
	, [TrialPriceUSD]	, [TrialPriceEUR]	, [TrialPriceGBP]
	, [PaymentCollected]	, [PaidTrial]
	, [FulfillmentInstructions]
	, [DateLimitsEnabled]	, [CancellationInterval]	, [CancellationIntervalLength]	
	, [SetupFeeTitle]	
	, [SetupFeePriceUSD]	, [SetupFeePriceEUR]	, [SetupFeePriceGBP]	
	, [Badge]	, [Rank]	
	, [Attributes]		
	)
VALUES('test-std-id'
	, '3Year **standard** subscription edition'
	, 'summary **standard edition** _some italic_ ' -- markdown syntax allowed
	
	, 'long description **test STD** and many more lines' --markdown syntax allowed
	, 'action text with **markdown** '
	, 'digital' -- e.g. digital OR physical OR digital-and-physical
	
	, 'TEST-STD-001'
	, 'DC010500'
	, 'https://zappysys.com/api/images/ZappySys-icon.png'
	
	, true	, 'year'	, 1
	, 1 	, 'allow' -- e.g. allow Or lock Or hide
	, 3	--stop renewal after 3 periods
	, 10.12	, 11.12	, 12.12	
	, 13.12	, 14.12	, 15.12	
	, 16.12	, 17.12	, 18.12	
	, 19.12	, 20.12	, 21.12	
	, 22.12	, 23.12	, 24.12	, 25.12	, 26.12	
    , 14 --how many days trial allowed
    , 10.12	, 11.12	, 12.12	
    , 'true', true
	, 'Thank you for shopping, **here are** license instructions' --markdown supported
	, false, 'day', 5
	, 'Setup title'	
	--setup fees in common currencies
	, 10.50	, 11.50	, 12.50	
	, 'badge-1'	, 1
	, '{"mykey-1" : "some-value-1", "mykey-2" : "some-value-2"}' --JSON fragment 
	--, '[... fullfillments.. ]' --JSON fragment 	
)

List / Search Quotes    [Read more...]

List or Search quotes. This example lists Open and Completed Quotes

SELECT * FROM Quotes 
WITH(
	  Statuses='OPEN~COMPLETED',
	  --SearchFor='Test' --quote contains word "Test" in Name or blling information
	  -- query more status like below
	  --Statuses='OPEN~COMPLETED~CANCELED~EXPIRED',
	  
)

List Product Publish Status - Public=200, Private=404    [Read more...]

List product publish status (200=Published, 404=Private)

select * from get_products_visibility

List all orders for a specific subscription    [Read more...]

List all orders for a specific subscription

SELECT * FROM Orders 
WHERE SubscriptionId_1='iBPfMFS6TZSxrLzSOrq8PQ' 
	OR SubscriptionId_2='iBPfMFS6TZSxrLzSOrq8PQ'
	OR SubscriptionId_3='iBPfMFS6TZSxrLzSOrq8PQ' 
ORDER BY OrderDate

Generate Subscription Report by Date, Product, Group By    [Read more...]

Generate subscription report for selected group by columns, date range, products and more

SELECT *
FROM get_subscription_report
Order by transaction_date
WITH(
	  Country='AL~UA~US'
	, ProductPaths='odbc-pp-ent-sub~odbc-pp-pro-sub~odbc-pp-std~ssis-pp-pro-sub~ssis-pp-std-sub~ssis-pp-ent-sub'
	, StartDate='monthstart-1m' --or  2022-01-01
	, EndDateDate='monthend+2d' --or  2022-01-01
	, ReportColumns='transaction_date~transaction_month~transaction_year~activations~average_mrr~cancellations~mrr~new_subscribers~subscriptions'
	, GroupByColumns='transaction_date~transaction_month~transaction_year'
)

Generate Revenue Report by Date, Product, Group By    [Read more...]

Generate revenue report for selected group by columns, date range, products and more

SELECT *
FROM get_revenue_report
Order by transaction_date
WITH(
	  Country='AL~UA~US'
	, ProductPaths='odbc-pp-ent-sub~odbc-pp-pro-sub~odbc-pp-std~ssis-pp-pro-sub~ssis-pp-std-sub~ssis-pp-ent-sub'
	, StartDate='monthstart-1m' --or  2022-01-01
	, EndDateDate='monthend+2d' --or  2022-01-01
	, ReportColumns='Transaction_Year~Transaction_Month~Transaction_Date~Company_Name~Product_Path~Product_Units~Tax_in_USD~Transaction_Amount_in_USD~Grand_Total_In_USD'
	, GroupByColumns='transaction_date~transaction_month~transaction_year'
)

Get all accounts    [Read more...]

Get all accounts for your store

SELECT *
FROM Accounts	

SELECT "Id"
	, "ContactFirst"
	, "ContactLast"
	, "ContactEmail"
	, "ContactCompany"
	, "ContactPhone"
	, "ContactSubscribed"
	, "AddressLine1"
	, "AddressLine2"
	, "City"
	, "Region"
	, "RegionCustom"
	, "PostalCode"
	, "AddressCompany"
	, "Language"
	, "Country"
	, "LookupGlobal"
	, "Url"
	, "PaymentMethods"
	, "PaymentActive"
	, "Orders"
	, "Subscriptions"
	, "Charges"
	, "Subscribed"
	, "TaxExemptionData"
FROM Accounts

--Use WITH clause --OR-- Key column(s) in WHERE clause
--WHERE [Id] = 'abcd'

--search by one or more parameters below
/*
WITH(
	  Email='X'
	, CustomKey='X'
	, GlobalKey='X'
	, OrderID='X'
	, OrderReference='X'
	, SubscriptionId='X'
	, Products='PROD-1,PROD-2,PROD-3'
	, Refunds='true'
	, SubscriptionStatus='active'
)
*/

Get all accounts with specific product orders    [Read more...]

Use below query to search accounts who placed orders for specific products

SELECT * from Accounts WITH(Products='ssis-pp-pro,ssis-pp-pro-sub,ssis-pp-ent,ssis-pp-ent-sub')

Get account charges    [Read more...]

Use below query to search account charges

SELECT * from AccountCharges 

--search by one or more parameters below
/*
WITH(
	  Email='X'
	, CustomKey='X'
	, GlobalKey='X'
	, OrderID='X'
	, OrderReference='X'
	, SubscriptionId='X'
	, Products='PROD-1,PROD-2,PROD-3'
	, Refunds='true'
	, SubscriptionStatus='active'
)
*/

Get account orders by email id    [Read more...]

Use below query to search for accounts and orders with search criteria

SELECT * from AccountOrders
WITH(
	  Email='bob@abc.com'
)
	  
--search by one or more parameters below
/*
WITH(
	  Email='X'
	, CustomKey='X'
	, GlobalKey='X'
	, OrderID='X'
	, OrderReference='X'
	, SubscriptionId='X'
	, Products='PROD-1,PROD-2,PROD-3'
	, Refunds='true'
	, SubscriptionStatus='active'
)
*/

Get specific order by reference number (rather than Id)    [Read more...]

Search by Order by reference (fast way). If you have less rows then use Select * FROM Orders where Reference='BIX-123' it can be faster than below appproach

SELECT * from AccountOrders WHERE Reference='BIN240202-9666-28133' WITH(OrderReference='BIN240202-9666-28133')	
--or for handful rows use below way
--SELECT * from Orders WHERE Reference='BIN240202-9666-28133'

Conclusion

In this article we discussed how to connect to FastSpring in UiPath and integrate data without any coding. Click here to Download FastSpring Connector for UiPath and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

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