Integrate Avalara AvaTax Data into Automated Tasks with Power Automate

Microsoft Power Automate is an online service that automates events (known as workflows) across the most common apps and services. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Avalara AvaTax data for visualizations, dashboards, and more. This article shows how to connect to Connect Cloud from Power Automate and integrate live Avalara AvaTax data into your workflows and tasks.

CData Connect Cloud provides a pure SQL, cloud-to-cloud interface for Avalara AvaTax, allowing you to easily integrate with live Avalara AvaTax data in Power Automate — without replicating the data. CData Connect Cloud looks exactly like a SQL Server database to Power Automate and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Avalara AvaTax, leveraging server-side processing to quickly return Avalara AvaTax data.

Configure Avalara AvaTax Connectivity for Power Automate

Connectivity to Avalara AvaTax from Power Automate is made possible through CData Connect Cloud. To work with Avalara AvaTax data from Power Automate, we start by creating and configuring a Avalara AvaTax connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Avalara AvaTax" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Avalara AvaTax.

   The primary method for performing basic authentication is to provide your login credentials, as follows:

   • User: Set this to your username.
   • Password: Set this to your password.

   Optionally, if you are making use of a sandbox environment, set the following:

   • UseSandbox: Set this to true if you are authenticating with a sandbox account.

   Authenticating Using Account Number and License Key

   Alternatively, you can authenticate using your account number and license key. Connect to data using the following:

   • AccountId: Set this to your Account Id. The Account Id is listed in the upper right hand corner of the admin console.
   • LicenseKey: Set this to your Avalara Avatax license key. You can generate a license key by logging into Avalara Avatax as an account administrator and navigating to Settings -> Reset License Key.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Avalara AvaTax Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Avalara AvaTax data from Power Automate.

Connecting to CData Connect Cloud

To use Connect Cloud to integrate Avalara AvaTax data into your Power Automate tasks, you need a new SQL Server connection:

1. Log in to Power Automate
2. Click Data -> Connections -> New connection
3. Select SQL Server
4. In the connection wizard:
   
   
   • Choose to connect directly
   • Set SQL server name to tds.cdata.com
   • Set SQL database name to the name of the Avalara AvaTax connection (e.g. AvalaraAvatax1)
   • Set Username to a Connect Cloud user (e.g. user@mydomain.com)
   • Set Password to the PAT for the above user
   • Click Create

Integrating Avalara AvaTax Data into Power Automate Tasks

With the connection to Connect Cloud configured, you are ready to integrate live Avalara AvaTax data into your Power Automate tasks.

1. Log in to Power Automate
2. Click My flows -> New flow and choose to create the flow from blank or template
3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Connect Cloud connection
4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc)
5. Configure any actions to follow and test, then save the flow

SQL Access to Avalara AvaTax Data from Cloud Applications

Now you have a direct connection to live Avalara AvaTax data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating Avalara AvaTax data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.

Related Power Automate Articles

This article walks through using CData Connect Cloud with Power Automate (Online). Check out our other articles for more ways to work with Power Automate Desktop:

• Avalara AvaTax Data in Power Automate Desktop using CData Connect
• Avalara AvaTax Data in Power Automate Desktop via ODBC