OneDrive Connector for UiPath In this article you will learn how to integrate OneDrive data in UiPath without coding in just a few clicks (live / bi-directional connection to OneDrive). OneDrive Connector can be used to integrate OneDrive and your defined data source, e.g. Microsoft SQL, Oracle, Excel, Power BI, etc. Get, write, delete OneDrive data in a few clicks!. Using OneDrive 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 The driver mentioned above is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. ODBC PowerPack - System Requirements and Installation Getting Started - Using ODBC PowerPack ODBC API Driver Help File

Connect to OneDrive in other apps Connect to OneDrive in SSIS Connect to OneDrive in SQL Server Connect to OneDrive in Power BI Connect to OneDrive in SSRS Connect to OneDrive in Informatica Connect to OneDrive in MS Access Connect to OneDrive in MS Excel Connect to OneDrive in SSAS Connect to OneDrive in C# Connect to OneDrive in Python Connect to OneDrive in JAVA Connect to OneDrive in Tableau Connect to OneDrive in SAP Crystal Reports Connect to OneDrive in Azure Data Factory (Pipeline) Connect to OneDrive in Azure Data Factory (SSIS) Connect to OneDrive in Talend Studio Connect to OneDrive in PowerShell Connect to OneDrive in ODBC

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

Step-by-step instructions

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

1. Install ZappySys ODBC PowerPack.

2. Open ODBC Data Sources (x64):
   

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

   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 "OneDrive" from the list of Popular Connectors. If "OneDrive" 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:

   OneDriveDSN

   OneDrive

   

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.

    User Credentials [OAuth]

   OAuth App must be created in Microsoft Azure AD. These settings typically found here https://docs.microsoft.com/en-us/graph/auth-register-app-v2. [API Help..]

   Steps to get OneDrive Credentials
   

   Firstly, login into Azure Portal and there create an OAuth application:

   1. Go to Azure Portal and login there.
   2. Then go to Azure Active Directory.
   3. On the left side click menu item App registrations
   4. Then proceed with clicking New registration.
   5. Enter a name for your application.
   6. Select one of Accounts in this organizational directory only as supported account type to access data in your company.
   7. In Redirect URI section leave option selected at Web.
   8. In nearby textbox enter https://login.microsoftonline.com/common/oauth2/nativeclient as Redirect URI or any other valid redirect URL, e.g. https://zappysys.com/oauth
   9. Use this Redirect URI in Redirect URL grid row.
   10. Copy Application (client) ID and paste it into API Connection Manager configuration grid in Client ID row.
   11. Then click on Endpoints link and copy first URL to Authorization URL and second one to Token URL in configuration grid. Usually they look similar to these:
       • https://login.microsoftonline.com/daed1250-xxxx-xxxx-xxxx-ef0a982d3d1e/oauth2/v2.0/authorize
       • https://login.microsoftonline.com/daed1250-xxxx-xxxx-xxxx-ef0a982d3d1e/oauth2/v2.0/token
       • https://login.microsoftonline.com/common/oauth2/v2.0/authorize
       • https://login.microsoftonline.com/common/oauth2/v2.0/token
   12. Close "Endpoints" and create a Client Secret by clicking Certificates & secrets.
   13. Proceed by clicking New client secret and setting expiration period. Copy the client secret and paste it into configuration grid in Client Secret row.
   14. Use these scopes in Scopes field: offline_access Files.Read Files.Read.All Files.ReadWrite Files.ReadWrite.All openid profile User.Read email
   15. Click Generate Token to generate tokens.
       NOTE: If you are planning to use your current data connection/token for automated processes, we recommend that you use a generic account for token generation when the login box appears (e.g. sales_automation@mycompany.com instead of bob_smith@mycompany.com). When you use a personal account which is tied to a specific employee profile and that employee leaves the company, the token may become invalid and any automated processes using that token will fail. Another potentially unwanted effect of using a personal token is incorrect logging; the API calls (e.g. Read, Edit, Delete, Upload) made with that token will record the specific user as performing the calls instead of an automated process.
   16. That's it!

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

   OneDriveDSN

   OneDrive

   User Credentials [OAuth]

   https://graph.microsoft.com/v1.0

   Required Parameters
   Authorization URL	Fill in the parameter...
   Token URL	Fill in the parameter...
   Client ID	Fill in the parameter...
   Scope	Fill in the parameter...
   Optional Parameters
   Client Secret	Fill in the parameter...
   Refresh Token File Path	Fill in the parameter...
   ReturnUrl	Fill in the parameter...
   RetryMode	Fill in the parameter...
   RetryStatusCodeList	Fill in the parameter...
   RetryCountMax	Fill in the parameter...
   RetryMultiplyWaitTime	Fill in the parameter...
   Login Prompt Option	Fill in the parameter...

   

    Application Credentials [OAuth]

   OAuth App must be created in Microsoft Azure AD. These settings typically found here https://docs.microsoft.com/en-us/graph/auth-v2-service [API Help..]

   Steps to get OneDrive Credentials
   

   Firstly, login into Azure Portal and there create an OAuth application:

   1. Go to Azure Portal and login there.
   2. Then go to Azure Active Directory.
   3. On the left side click menu item App registrations
   4. Then proceed with clicking New registration.
   5. Enter a name for your application.
   6. Select one of Accounts in this organizational directory only as supported account type to access data in your company.
   7. In Redirect URI section leave option selected at Web.
   8. Copy Application (client) ID and paste it into API Connection Manager configuration grid in Client ID row.
   9. Then click on Endpoints link and copy second, Token, URL to Token URL field in configuration grid. Usually they look similar to these:
      • https://login.microsoftonline.com/daed1250-xxxx-xxxx-xxxx-ef0a982d3d1e/oauth2/v2.0/token
      • https://login.microsoftonline.com/common/oauth2/v2.0/token
   10. Close "Endpoints" and create a Client Secret by clicking Certificates & secrets.
   11. Proceed by clicking New client secret and setting expiration period. Copy the client secret and paste it into configuration grid in Client Secret row.
   12. Go to API Permissions section and add Microsoft Graph permissions. Then and add Drive permissions, e.g. Files.Read.All, Files.ReadWrite.All.
   13. Use these scopes in Scopes field: offline_access Files.Read Files.Read.All Files.ReadWrite Files.ReadWrite.All openid profile User.Read email
   14. Finally, Grant admin consent for your domain for your permissions.
   15. That's it!

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

   OneDriveDSN

   OneDrive

   Application Credentials [OAuth]

   https://graph.microsoft.com/v1.0

   Required Parameters
   Token URL	Fill in the parameter...
   Client ID	Fill in the parameter...
   Client Secret	Fill in the parameter...
   Optional Parameters
   Scope	Fill in the parameter...
   RetryMode	Fill in the parameter...
   RetryStatusCodeList	Fill in the parameter...
   RetryCountMax	Fill in the parameter...
   RetryMultiplyWaitTime	Fill in the parameter...

   

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:
   

7. Click OK to finish creating the data source.

Video instructions

Read OneDrive data in UiPath Studio (workstation)

Here we will be reading OneDrive 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: Simply select UiPath Studio option:
4. Start by creating a new project based on UiPath Process template:
5. Add Run Query activity in Main Sequence box:
6. Click Configure Connection... button to create an ODBC connection:
7. Continue by clicking Connection Wizard:
8. When the window opens, select ODBC-based driver, provider, and then choose ODBC data source:
   OneDriveDSN

   OneDriveDSN

   
   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:
   Make sure, you enclose the query in double quotes!
10. Proceed by adding a Write CSV activity after Run Query:
    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 OneDrive data to a CSV file:
12. It's time for fun! Which means it's time for debugging! Just run the package locally to debug:
13. Finally, ensure there are no execution errors!

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:
3. We are ready to Publish it:
4. Make sure, you publish it to the Shared folder in UiPath Orchestrator Tenant workspace:
5. Finally, success! We are ready for the next step - creating UiPath robot - so we can automate the job:

Create robot in UiPath Orchestrator

1. First of all, let's open UiPath Orchestrator from UiPath Automation Cloud console:
2. It's time to create a robot, which will run unattended packages:
3. But first we have to create a runtime. Choose to host our robot on-premise, not in UiPath infrastructure:
4. Let's move along and Create new machine template, this will create a machine in UiPath Orchestrator:
5. Configure the machine to run in Production environment:
6. We are ready to Create new robot account in the new machine:
7. Let's make our robot to work only on background automations:
8. Continue by selecting newly created robot:
9. Select Shared folder, so that everyone in the team can benefit from it:
   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.

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:
5. Find Orchestrator Settings menu item and click it:
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:
7. Finally, we get rewarded for the hard work with the Connected as Unattended status:

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:
3. Continue by simply clicking on Add process button:
4. Select the process package we created in UiPath Studio:
5. Rest a while, and just hit Next, unless your package has requirements:
6. Then simply hit Create button:
7. But let's not stop here and Start the process by creating a job right away:
8. Use the same Production runtime we created before and hit Start:
9. We've reached the final step! In the CSV destination file or destination of your choice you should see OneDrive data:

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:
   

2. Enter the desired Procedure name and click on OK:
   

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>';
   

   
   

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';

   
   

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''')

   
   

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.
   

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:
   

2. Enter the desired Table name and click on OK:
   

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'

   
   

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"

   
   

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''')

   
   

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.
   

Actions supported by OneDrive Connector

OneDrive 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.

SELECT * FROM Drives

SELECT * FROM get_drive
WITH (DriveId='b!GtLQTMU726XXXXY5F2BBNi14')
--You can get DriveId by selecting from 'Drives' table.

SELECT * FROM list_root
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14wa')
--You can get DriveId by selecting from 'Drives' table.

SELECT * FROM list_folder
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14wa',
      FolderId='atLNa26LE0eYFa2BeNi1awa')
--You can get DriveId by selecting from 'Drives' table.
--You can get FolderId by selecting from 'list_root' table OR selection from 'list_folder'.

SELECT * FROM list_folder
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14wa',
      FolderId='atLNa26LE0eYFa2BeNi1awa',
      Filter='$.value[?(@.folder)]')
--You can get DriveId by selecting from 'Drives' table.
--You can get FolderId by selecting from 'list_root' table OR selection from 'list_folder'.

SELECT * FROM list_folder
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14wa',
      FolderId='atLNa26LE0eYFa2BeNi1awa',
      Filter='$.value[?(@.file)]')
--You can get DriveId by selecting from 'Drives' table.
--You can get FolderId by selecting from 'list_root' table OR selection from 'list_folder'.

SELECT * FROM list_excel_files
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14')
--You can get DriveId by selecting from 'list_drives' endpoint.

SELECT * FROM list_excel_worksheets
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14'
     ,FileId='01SUOJPKECYDDVFZWXXXXXXXXXXXXXXXXX')
--DriveId can be retrieved by selecting from 'list_drives' endpoint.
--FileId can be retrieved by selecting from 'list_excel_files' endpoint.

SELECT * FROM get_excel_worksheet_autodetect
WITH (
         DriveId='b!GtLN726LE-XXXXXXXXXXX'
  	    ,FileId='01SUOJPFXXXXXXXXXXXXXXXXXX'
	    ,SheetId='Sheet1' --Id or Name
	    ,AutoDetectByValue='true'
		,ArrayTransEnableCustomColumns='True' --set this to False if No header in first row
		)
--DriveId can be retrieved by selecting from 'Drives' table.
--FileId can be retrieved by selecting from 'list_files' endpoint.
--SheetId can be retrieved by downloading Excel file and discovering what sheets exist or by selecting from 'list_excel_worksheets' endpoint.

SELECT * FROM get_excel_worksheet
WITH (
        DriveId='b!GtLN726LE-XXXXXXXXXXX'
  	   ,FileId='01SUOJPFXXXXXXXXXXXXXXXXXX'
	   ,SheetId='Sheet1' --Id or Name
	   ,Range='A1:K10000'
	   ,ArrayTransEnableCustomColumns='True' --set this to False if No header in first row
	   )
--DriveId can be retrieved by selecting from 'Drives' table.
--FileId can be retrieved by selecting from 'list_files' endpoint.
--SheetId can be retrieved by downloading Excel file and discovering what sheets exist or by selecting from 'list_excel_worksheets' endpoint.
--Range should be set to Excel-type of range where data is located.

SELECT * FROM upload_file
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14'
     ,SourceFilePath='C:\My files\Employees\List.xls'
     ,TargetFilePath='Uploads/Employees/List.xls')
--DriveId can be retrieved by selecting from 'list_drives' endpoint.

SELECT * FROM download_file
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14'
,FileId='01SUOJPKHXMPKD2UXXXXXXXXXXXXXXXXXX'
,TargetFilePath='C:\My files\Employees\List.xlsx')
--DriveId can be retrieved by selecting from 'list_drives' endpoint.
--FileId can be retrieved by selecting from 'list_files' endpoint.

SELECT * FROM delete_item
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14'
     ,ItemId='01SUOJPKHXMPKD2UXXXXXXXXXXXXXXXXXX')
--DriveId can be retrieved by selecting from 'list_drives' endpoint.
--FileId can be retrieved by selecting from 'list_folder' or 'list_root' endpoints.

Conclusion

Download OneDrive Connector for UiPath Documentation 

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Download OneDrive Connector for UiPath Documentation

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