How to integrate SOAP using Alteryx

Learn how to quickly and efficiently connect SOAP with Alteryx for smooth data access.

Read and write SOAP data effortlessly. Query, sync, and manage XML SOAP services and requests for analytics, reporting, and data pipelines — almost no coding required. You can do it all using the high-performance SOAP ODBC Driver for Alteryx (often referred to as the SOAP Connector). We'll walk you through the entire setup.

Ready to dive in? Download the product to jump right in, or follow the step-by-step guide below to see how it works.

What is SOAP Web Service?

If you are new to SOAP Web Service sometimes referred as XML Web Service then please read some concept about SOAP Web service standard from this link

There are two important aspects in SOAP Web service.

1. Getting WSDL file or URL
2. Knowing exact Web Service URL

What is WSDL

In very simple term WSDL (often pronounced as whiz-dull) is nothing but a document which describes Service metadata (e.g. Functions you can call, Request parameters, response structure etc). Some service simply give you WSDL as xml file you can download on local machine and then analyze or sometimes you may get direct URL (e.g. http://api.mycompany.com/hr-soap-service/?wsdl )

What is Service URL

Service URL is actual API URL you can call to get data. When you make a request to SOAP service url make sure following things.

1. Use correct service URL (Its not same as WSDL url). If you are not sure about service URL contact API vendor or refer API documentation.
2. Each service call you have to supply function you want to call. This can be done in 3 different ways.
   1. Pass via SOAPAction HTTP Header
   2. Pass via Url parameter or Url Path (http://myserver/service/function1  — http://myserver/service/?method=function1 )
   3. Pass via Request BODY
3. Find out how to pass credentials. It can be done via Basic Authorization or WSS Security Header in the Request body. Check this link to learn more

Using SoapUI to test SOAP API call / Create Request Body XML

If you do not have WSDL file or URL handy then contact your API provider (sometimes you just have to add ?wsdl at the end of your Service URL to get WSDL so try that. Example: http://mycompany/myservice?wsdl ). If you don't know what is WSDL then in short, WSDL is Web service Description Language (i.e. XML file which describes your SOAP Service). WSDL helps to craft SOAP API request Body for ZappySys XML Driver. So Let's get started.

1. Download and Install SoapUI (It’s a Free tool to test SOAP / REST Services)
2. Open SoapUI and click SOAP button to create new SOAP Project
3. Enter WSDL URL or File Path of WSDLFor example WSDL for our sample service can be accessed via this URL

   http://www.holidaywebservice.com/HolidayService_v2/HolidayService2.asmx?wsdl

   
   Create new SOAP API Project in SoapUI tool for SOAP API Testing
4. Once WSDL is loaded you will see possible operations you can call for your SOAP Web Service.
5. If your web service requires credentials then you have to configure it. There are two common credential types for public services (SOAP WSS or BASIC )
   1. To use SOAP WSS Credentials select request node and enter UserId, Password, and WSS-PasswordType (PasswordText or PasswordHash)
      
      Configure SOAP WSS Credentials for SoapUI (SOAP API Testing Tool)
   2. To use BASIC Auth Credentials select request node and double-click it. At the bottom click on Auth (Basic) and From Authorization dropdown click Add New and Select Basic.
      Configure Basic Authorization for SoapUI (SOAP API Testing Tool)
6. Now you can test your request first Double-click on the request node to open request editor.
7. Change necessary parameters, remove optional or unwanted parameters. If you want to regenerate request you can click on Recreate default request toolbar icon.
   Create SOAP Request XML (With Optional Parameters)
8. Once your SOAP Request XML is ready, Click the Play button in the toolbar to execute SOAP API Request and Response will appear in Right side panel.
   Test SOAP API using SoapUI Tool (Change Default XML Body / Parameters, Execute and See Response)

Once you have tested your SOAP API in SoapUI tool, we are ready to use ZappySys SSIS Tasks/Components or ODBC Drivers to call SOAP API in SSIS or your preferred BI tool or Programming language.

Create data source using SOAP ODBC Driver

Step-by-step instructions

To get data from SOAP using Alteryx, we first need to create an ODBC data source. We will later read this data in Alteryx. Perform these steps:

1. Download and install ODBC PowerPack (if you haven't already).

2. Search for odbc and open the ODBC Data Sources (64-bit):

   

3. Create a User data source (User DSN) based on the ZappySys XML Driver driver:

   ZappySys XML 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

4. Configure API URL, Request Method and Request Body as below screen. Select Url or File and paste the following Url for this example OR you can load existing connection string as per this article.
   
   

   NOTE: Here i am using demo SOAP API URL, but you need to refer your own API documentation and based on that you need to use your own API URL and need to configure connection based on API Authentication type.
   http://www.holidaywebservice.com/HolidayService_v2/HolidayService2.asmx?wsdl
   
   
   

   ZappySys XML Driver - Calling SOAP API - Configure URL, Method, Body

5. (This step is Optional) If your SOAP API requires credentials then Select Connection Type to HTTP and configure as below.

   

   ZappySys XML Driver - Configure SOAP WSS Credentials or Basic Authorization (Userid, Password)

6. Configure-Request Headers as below (You can get it from Request > Raw tab from SoapUI after you test the request by clicking the Play button)

   

   Configure SOAP API Request Headers - ZappySys XML Driver

7. Once credentials entered you can select Filter to extract data from the desired node. Make sure to select array node (see special icon) or select the node which contains all necessary columns if you don't have array node.

   

   Select Filter - Extract data from nested XML / SOAP API Response (Denormalize Hierarchy)

8. If prompted select yes to treat selected node as Array (This is helpful when you expect one or more record for selected node)

   

   Treat selected node as XML Array Option for SOAP API Response XML

9. Once the data source has been configured, Go to Preview tab and click on preview data to view the data.
   You can create the default query, generated based on settings you entered in previous sections also, by using Query Builder. Attributes listed in WITH clause are optional. If you omit attribute in WITH clause it will use it from Properties tab.

   

   Preview SOAP API Response in ZappySys XML Driver

10. Click OK to finish creating the data source.

11. That's it; we are done. In a few clicks we configured the call to SOAP API using ZappySys SOAP Connector.

Video Tutorial

Read SOAP data in Alteryx Designer (workstation)

Here we will be reading SOAP data on your workstation using Alteryx Designer. Follow the steps below to connect via ODBC and run your workflow locally.

1. Open Alteryx Designer.

2. 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.

3. Drag an Input Data tool onto your Alteryx canvas.

   

4. In the Configuration pane, click Set Up a Connection.

   

5. 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.

6. Once the ODBC window opens, click Connect Asset and select your SoapDSN DSN from the list.

   
   Ensure you have configured a 64-bit System DSN in the Windows ODBC Data Source Administrator before this step.

7. After selecting your DSN, configure your SQL Query in the Input Data tool configuration:

   

8. To save your data, drag an Output Data tool and connect it to the Input Data tool.

9. Configure the Output Data tool to write to a CSV file:

   

10. Press Run (Ctrl+R) to execute the workflow. Verify the results in the Results Window at the bottom.

    

Using DSN-less Connection String

If you prefer to use a DSN-less connection string instead of creating an ODBC data source in Alteryx, you can enter the connection string directly in the Input Data tool's connection setup:

Deploy workflow and run on server (e.g. Alteryx Server)

To run your Alteryx workflow on a server (e.g. Alteryx Server or a machine used for scheduled runs), install ZappySys ODBC PowerPack and configure the same DSN on that server so the workflow can connect to SOAP data.

1. On the server where the workflow will run, download and install ODBC PowerPack (v2.2.1 or higher for Alteryx support).
2. Open ODBC Data Sources (64-bit) on the server and create a System DSN with the same name and settings as on your workstation (use the same driver and connection configuration). An easy way to copy your workstation DSN settings to the server is described in How to copy ODBC DSN or Data Gateway settings to another server (use Copy Settings on the workstation, then Load settings on the server).
3. Deploy or publish your workflow to the server (e.g. upload to Alteryx Server or copy the workflow to the server).
4. Run the workflow on the server; it will use the DSN you created in step 2 to connect to SOAP.

Optional: Centralized data access via ZappySys Data Gateway

In some situations, you may need to provide SOAP data access to multiple users or services. Configuring the data source on a Data Gateway creates a single, centralized connection point for this purpose.

This configuration provides two primary advantages:

• Centralized data access
  The data source is configured once on the gateway, eliminating the need to set it up individually on each user's machine or application. This significantly simplifies the management process.
• Centralized access control
  Since all connections route through the gateway, access can be governed or revoked from a single location for all users.

To achieve this, you must first create a data source in the Data Gateway (server-side) and then create an ODBC data source in Alteryx (client-side) to connect to it.

Let's not wait and get going!

Create SOAP data source in the gateway

In this section we will create a data source for SOAP in the Data Gateway. Let's follow these steps to accomplish that:

1. Search for gateway in the Windows Start Menu and open ZappySys Data Gateway Configuration:

   

2. Go to the Users tab and follow these steps to add a Data Gateway user:

   • Click the Add button
   • In the Login field enter a username, e.g., john
   • Then enter a Password
   • Check the Is Administrator checkbox
   • Click OK to save
   

3. Now we are ready to add a data source:

   • Click the Add button
   • Give the Data source a name (have it handy for later)
   • Then select Native - ZappySys XML Driver
   • Finally, click OK
   SoapDSN

   ZappySys XML Driver

   

4. When the ZappySys XML Driver configuration window opens, go back to ODBC Data Source Administrator where you already have the SOAP ODBC data source created and configured, and follow these steps on how to Import data source configuration into the Gateway:

   • Open ODBC data source configuration and click Copy settings:
     

     ZappySys XML Driver - Configuration [Version: 2.0.1.10418]

     ZappySys XML Driver - SOAP

     Read and write SOAP data effortlessly. Query, sync, and manage XML SOAP services and requests for analytics, reporting, and data pipelines — almost no coding required.

     SoapDSN

     
   • The window opens, telling us the connection string was successfully copied to the clipboard:

   • Then go to Data Gateway configuration and in data source configuration window click Load settings:

     SoapDSN

     

     ZappySys XML Driver - Configuration [Version: 2.0.1.10418]

     ZappySys XML Driver - SOAP

     Read and write SOAP data effortlessly. Query, sync, and manage XML SOAP services and requests for analytics, reporting, and data pipelines — almost no coding required.

     SoapDSN

     
   • Once a window opens, just paste the settings by pressing CTRL+V or by clicking right mouse button and then Paste option.

5. Once done, go to the Network Settings tab and Add a firewall rule for inbound traffic:

   
   • This will initially allow all inbound traffic.
   • Click Edit IP filters to restrict access to specific IP addresses or ranges.

6. Crucial Step: After creating or modifying the data source, you must:

   • Click the Save button to persist your changes.
   • Hit Yes when prompted to restart the Data Gateway service.

   This ensures all changes are properly applied:

   
   Skipping this step may cause the new settings to fail, preventing you from connecting to the data source.

Create ODBC data source to connect to the gateway

In this part we will create an ODBC data source to connect to the ZappySys Data Gateway from Alteryx. To achieve that, let's perform these steps:

1. Search for odbc and open the ODBC Data Sources (64-bit):

   

2. Create a User data source (User DSN) based on the ODBC Driver 17 for SQL Server driver:

   ODBC Driver 17 for SQL Server

   
   If you don't see the ODBC Driver 17 for SQL Server driver in the list, choose a similar version.

3. Then set a Name for the data source (e.g. Gateway) and the address of the Data Gateway:

   ZappySysGatewayDSN

   localhost,5000

   
   Make sure you separate the hostname and port with a comma, e.g. localhost,5000.

4. Proceed with the authentication part:

   • Select SQL Server authentication
   • In the Login ID field enter the user name you created in the Data Gateway, e.g., john
   • Set Password to the one you configured in the Data Gateway
   

5. Then set the default database property to SoapDSN (the one we used in the Data Gateway):

   SoapDSN

   SoapDSN

   
   Make sure to type the data source name manually or copy/paste it directly into the field. Using the dropdown might fail because the Trust server certificate option is not enabled yet (next step).

6. Continue by checking the Trust server certificate option:

   

7. Once you do that, test the connection:

   

8. If the connection is successful, everything is good:

   

9. Done!

We are ready to move to the final step. Let's do it!

Access data in Alteryx via the gateway

Finally, we are ready to read data from SOAP in Alteryx via the Data Gateway. Follow these final steps:

1. Go back to Alteryx.

2. Drag an Input Data tool onto your Alteryx canvas.

   

3. In the Configuration pane, click Set Up a Connection.

   

4. 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.

5. Once the ODBC window opens, click Connect Asset and select your ZappySysGatewayDSN DSN from the list.

   
   Ensure you have configured a 64-bit System DSN in the Windows ODBC Data Source Administrator before this step.

6. Read the data the same way we discussed at the beginning of this article.

7. That's it!

Now you can connect to SOAP data in Alteryx via the Data Gateway.

Configuring pagination in the XML Driver

ZappySys XML Driver equips users with powerful tools for seamless data extraction and management from REST APIs, leveraging advanced pagination methods for enhanced efficiency. These options are designed to handle various types of pagination structures commonly used in APIs. Below are the detailed descriptions of these options:

1. Page-based Pagination: This method works by retrieving data in fixed-size pages from the Rest API. It allows you to specify the page size and navigate through the results by requesting different page numbers, ensuring that you can access all the data in a structured manner.

2. Offset-based Pagination: With this approach, you can extract data by specifying the starting point or offset from which to begin retrieving data. It allows you to define the number of records to skip and fetch subsequent data accordingly, providing precise control over the data extraction process.

3. Cursor-based Pagination: This technique involves using a cursor or a marker that points to a specific position in the dataset. It enables you to retrieve data starting from the position indicated by the cursor and proceed to subsequent segments, ensuring that you capture all the relevant information without missing any records.

4. Token-based Pagination: In this method, a token serves as a unique identifier for a specific data segment. It allows you to access the next set of data by using the token provided in the response from the previous request. This ensures that you can systematically retrieve all the data segments without duplication or omission.

Utilizing these comprehensive pagination features in the ZappySys XML Driver facilitates efficient data management and extraction from REST APIs, optimizing the integration and analysis of extensive datasets.

For more detailed steps, please refer to this link: How to do REST API Pagination in SSIS / ODBC Drivers

Authentication

ZappySys offers various authentication methods to securely access data from various sources. These authentication methods include OAuth, Basic Authentication, Token-based Authentication, and more, allowing users to connect to a wide range of data sources securely.

ZappySys Authentication is a robust system that facilitates secure access to data from a diverse range of sources. It includes a variety of authentication methods tailored to meet the specific requirements of different data platforms and services. These authentication methods may involve:

1. OAuth: ZappySys supports OAuth for authentication, which allows users to grant limited access to their data without revealing their credentials. It's commonly used for applications that require access to user account information.

2. Basic Authentication: This method involves sending a username and password with every request. ZappySys allows users to securely access data using this traditional authentication approach.

3. Token-based Authentication: ZappySys enables users to utilize tokens for authentication. This method involves exchanging a unique token with each request to authenticate the user's identity without revealing sensitive information.

By implementing these authentication methods, ZappySys ensures the secure and reliable retrieval of data from various sources, providing users with the necessary tools to access and integrate data securely and efficiently. For more comprehensive details on the authentication process, please refer to the official ZappySys documentation or reach out to their support team for further assistance.

For more details, please refer to this link: ZappySys Connections

Conclusion

In this article we showed you how to connect to SOAP in Alteryx and integrate data without writing complex code — all of this was powered by SOAP ODBC Driver.

Download ODBC PowerPack 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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