Outlook Mail (Office 365) Connector for Alteryx : Get group by ID via SQL

Integrate Alteryx and Outlook Mail (Office 365)

Learn how to get group by ID using the Outlook Mail (Office 365) Connector for Alteryx. This connector enables you to read and write Microsoft Outlook Mail (Office 365) data effortlessly. Send, manage, and sync messages, attachments, and folders — almost no coding required. We'll walk you through the exact setup.

Let's dive in!

Outlook Mail (Office 365) ODBC Driver Powering this integration

High performance
Bidirectional
Low-code / No-code
Easy to use

Built on the ZappySys API Driver, the Outlook Mail (Office 365) ODBC Driver is a high-performance, low-code / no-code solution. It enables you to connect to Outlook Mail (Office 365) data without any coding right in your SQL Server, or any ODBC/JDBC application. Part of the ODBC PowerPack.

Documentation

Create data source using Outlook Mail (Office 365) ODBC Driver

Download and install ODBC PowerPack (if you haven't already).
Search for odbc and open the ODBC Data Sources (64-bit):
Create a User data source (User DSN) based on the ZappySys API Driver driver:

ZappySys API Driver
- Create and use a User DSN if the client application runs under a User Account. This is the ideal option at design time (e.g., when developing in Visual Studio). Use it for both types of applications (64-bit and 32-bit).
- Create and use a System DSN if the client application runs under a System Account (e.g., as a Windows Service). This is usually the required option in a production environment. If your Windows Service is a 32-bit application, you must use the 32-bit ODBC Data Source Administrator to configure this
When the Configuration window appears give your data source a name if you haven't done that already, then select "Outlook Mail (Office 365)" from the list of Popular Connectors. If "Outlook Mail (Office 365)" 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:

OutlookMailOffice365DSN

Outlook Mail (Office 365)

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

Outlook Mail (Office 365) authentication

Use delegated access (User Credentials) whenever you want to let a signed-in user work with their own resources or resources they can access. Whether it's an admin setting up policies for their entire organization or a user deleting an email in their inbox, all scenarios involving user actions should use delegated access. [API reference]

Follow these simple steps below to create Microsoft Entra ID application with delegated access:

WARNING: If you are planning to automate processes, we recommend that you use a Application Credentials authentication method. In case, you still need to use User Credentials, then make sure you use a system/generic account (e.g. automation@my-company.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 start to fail.

Navigate to the Azure Portal and log in using your credentials.
Access Microsoft Entra ID.
Register a new application by going to App registrations and clicking on New registration button:
INFO: Find more information on how to register an application in Graph API reference.
When configuration window opens, configure these fields:
- Supported account type
  - Use Accounts in this organizational directory only, if you need access to data in your organization only.
- Redirect URI:
  - Set the type to Public client/native (mobile & desktop).
  - Use https://zappysys.com/oauth as the URL.
After registering the app, copy the Application (client) ID for later:
Then copy OAuth authorization endpoint (v2) & OAuth token endpoint (v2) URLs to use later in the configuration:
Now go to SSIS package or ODBC data source and use the copied values in User Credentials authentication configuration:
- In the Authorization URL field paste the OAuth authorization endpoint (v2) URL value you copied in the previous step.
- In the Token URL field paste the OAuth token endpoint (v2) URL value you copied in the previous step.
- In the Client ID field paste the Application (client) ID value you copied in the previous step.
- In the Scope field use the default value or select individual scopes, e.g.:
  - email
  - offline_access
  - openid
  - profile
  - Mail.Read
  - Mail.Read.Shared
  - Mail.ReadBasic
  - Mail.ReadBasic.Shared
  - Mail.ReadWrite
  - Mail.ReadWrite.Shared
  - Mail.Send
  - Mail.Send.Shared
  - User.Read
  - User.ReadBasic.All
  - Group.Read.All
Press Generate Token button to generate Access and Refresh Tokens.
Optional step. Choose Default User Id from the drop down menu (if someone shared a mailbox with you).
Click Test Connection to confirm the connection is working.
Done! Now you are ready to use the API Connector!

API Connection Manager configuration

Just perform these simple steps to finish authentication configuration:

Set Authentication Type to User Credentials [OAuth]
Optional step. Modify API Base URL if needed (in most cases default will work).
Fill in all the required parameters and set optional parameters if needed.
Press Generate Token button to generate the tokens.
Finally, hit OK button:

OutlookMailOffice365DSN

Outlook Mail (Office 365)

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...
Return URL	Fill-in the parameter...
Optional Parameters
Client Secret
Refresh Token File Path
Login Prompt Option
Default User Id (Select after clicking Generate Token)	me
RetryMode	RetryWhenStatusCodeMatch
RetryStatusCodeList	429\|503
RetryCountMax	5
RetryMultiplyWaitTime	True

Application Credentials

Outlook Mail (Office 365) authentication

Application-only access is broader and more powerful than delegated access (User Credentials), so you should only use app-only access where needed. Use it when: 1. The application needs to run in an automated way, without user input (for example, a daily script that checks emails from certain contacts and sends automated responses). 2. The application needs to access resources belonging to multiple different users (for example, a backup or data loss prevention app might need to retrieve messages from many different chat channels, each with different participants). 3. You find yourself tempted to store credentials locally and allow the app to sign in 'as' the user or admin. [API reference]

Follow these simple steps below to create Microsoft Entra ID application with application access permissions.

Navigate to the Azure Portal and log in using your credentials.
Access Microsoft Entra ID.
Register a new application by going to App registrations and clicking on New registration button:
INFO: Find more information on how to register an application in Graph API reference.
When configuration window opens, configure these fields:
- Supported account type
  - e.g. select Accounts in this organizational directory only if you need access to data in your organization only.
- Redirect URI:
  - Set the type to Public client/native (mobile & desktop).
  - Leave the URL field empty.
After registering the app, copy the Application (client) ID for later:
Then copy OAuth authorization endpoint (v2) & OAuth token endpoint (v2) URLs:
Continue and create Client secret:
Then copy the Client secret for later steps:
Continue by adding permissions for the app by going to the API permissions section, and clicking on Add a permission:
Select Microsoft Graph:
Then choose Application permissions option:
Continue by adding these Mail (Outlook) permissions:
Finish by clicking Add permissions button:
Now it's time to Grant admin consent for your application:
Confirm all the permissions are granted:
Now go to SSIS package or ODBC data source and use the copied values in Application Credentials authentication configuration:
- In the Token URL field paste the OAuth token endpoint (v2) URL value you copied in the previous step.
- In the Client ID field paste the Application (client) ID value you copied in the previous step.
- In the Client Secret field paste the Client secret value you copied in the previous step.
- Choose Default User Id from the drop down menu.
Click Test Connection to confirm the connection is working.
That's it! Now you can use the connector.

API Connection Manager configuration

Just perform these simple steps to finish authentication configuration:

Set Authentication Type to Application Credentials [OAuth]
Optional step. Modify API Base URL if needed (in most cases default will work).
Fill in all the required parameters and set optional parameters if needed.
Finally, hit OK button:

OutlookMailOffice365DSN

Outlook Mail (Office 365)

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...
Scope	Fill-in the parameter...
Default User Id	Fill-in the parameter...
Optional Parameters
RetryMode	RetryWhenStatusCodeMatch
RetryStatusCodeList	429\|503
RetryCountMax	5
RetryMultiplyWaitTime	True

Then go to Preview tab to start building a SQL query.
Once you do that, proceed by opening Query Builder:

ZappySys API Driver - Outlook Mail (Office 365)

Read and write Microsoft Outlook Mail (Office 365) data effortlessly. Send, manage, and sync messages, attachments, and folders — almost no coding required.

OutlookMailOffice365DSN
Then simply select the Get Group by Id endpoint (action).
Continue by configuring the Required parameters. You can also set optional parameters too.
Move on by hitting Preview Data button to preview the results.

If you see the results you need, simply copy the generated query:

Get Group by Id

Required Parameters
Group ID or Email	Select the value from the dropdown

SELECT * FROM Groups
WHERE Id = 'abcd-1234-groupid'

Click OK to use built SQL query and close the Query Builder.
Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in Alteryx:
ZappySys API Driver - Outlook Mail (Office 365)

Read and write Microsoft Outlook Mail (Office 365) data effortlessly. Send, manage, and sync messages, attachments, and folders — almost no coding required.

OutlookMailOffice365DSN
```
SELECT * FROM Groups
WHERE Id = 'abcd-1234-groupid'
```
You can also access data quickly from the tables dropdown by selecting <Select table>.

A WHERE clause, LIMIT keyword will be performed on the client side, meaning that the whole result set will be retrieved from the Outlook Mail (Office 365) API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in Outlook Mail (Office 365) servers).

Let's not stop here and explore SQL query examples, including how to use them in Stored Procedures and Views (virtual tables) in the next steps.

Outlook Mail (Office 365) SQL query examples

Use these SQL queries in your Alteryx data source:

Get group by id

SELECT * FROM Groups
WHERE Id = 'abcd-1234-groupid'

get_group endpoint belongs to Groups table(s), and can therefore be used via those table(s).

Create SQL view in ODBC data source

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.

Go to Custom Objects Tab and Click on Add button and Select Add Table:
Enter the desired Table name and click on OK:
And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.
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'
```
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"
```

Get group by ID in Alteryx via SQL view

Open Alteryx Designer.
First, verify your DCM Settings to ensure you can access ODBC drivers. Go to Options > User Settings > Edit User Settings.

If DCM Mode is set to DCM Only, change it to DCM Optional if you would like to access the legacy Generic ODBC Connection.

After changing this setting, you may need to click Save and restart the connection window for the "Generic ODBC" icon to appear.
Drag an Input Data tool onto your Alteryx canvas.
In the Configuration pane, click Set Up a Connection.
Note for DCM Users: If your environment has DCM (Data Connection Manager) enabled, the classic "Generic ODBC" icon may be hidden. To find it, select Data sources on the left and type "ODBC" in the search bar.
Once the ODBC window opens, click Connect Asset and select your OutlookMailOffice365DSN DSN from the list.

Ensure you have configured a 64-bit System DSN in the Windows ODBC Data Source Administrator before this step.
After selecting your DSN, configure your SQL Query in the Input Data tool configuration:
To save your data, drag an Output Data tool and connect it to the Input Data tool.
Configure the Output Data tool to write to a CSV file:
Press Run (Ctrl+R) to execute the workflow. Verify the results in the Results Window at the bottom.

Advanced topics

Creating SQL stored procedures

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

Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
Enter the desired Procedure name and click on OK:
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>';
```
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';
```

Conclusion

And there you have it — a complete guide on how to get group by ID in Alteryx without writing complex code. All of this was powered by Outlook Mail (Office 365) ODBC Driver, which handled the REST API pagination and authentication for us automatically.

Download the trial now or ping us via chat if you have any questions or are looking for a specific feature (you can also reach out to us by submitting a ticket):

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More actions supported by Outlook Mail (Office 365) Connector

Got another use case in mind? We've documented the exact setups for a variety of essential Outlook Mail (Office 365) operations directly in Alteryx, so you can skip the trial and error. Find your next step-by-step guide below: