UiPath

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UiPath is a Robotic Process Automation (RPA) software platform that enables businesses to automate repetitive and rule-based tasks. It provides a visual and user-friendly interface for designing, deploying, and managing software robots that mimic human interactions with digital systems, increasing efficiency and productivity in various business processes.

Refer to our website for the list of metrics and attributes available in Dataddo.

Refer to UiPaths's official documentation to see all available endpoints from the UiPath API.

Authorize Connection to UiPath

In UiPath

To authorize your UiPath account, you will need your account logical name, tenant name, client ID, and client secret.

Note that authenticating the Cloud Orchestrator using the Orchestrator API is different from the On Premise Orchestrator.

  1. In your UiPath cloud account, navigate to the Services page.
  2. Click on the three dots next to a service and select API Access which will display the following information:
    1. User Key: Allows generating unique login keys for APIs or 3rd party applications to access your UiPath account (this was previously known as refresh token).
    2. Account Logical Name: Your unique site URL (e.g. platform.uipath.com/yoursiteURL).
    3. Tenant Logical Name: May differ from tenant's name. For more information on tenants, refer to UiPath's official documentation.
    4. Client ID: Specific to the Orchestrator application, it's the same for all users and tenants on one platform.
  3. Copy these values.
Access token is valid for 24 hours

Once the token expires, you will need to regenerate it otherwise you may get a 401: Unauthorized error.

Generate Client Secret

  1. On the Tenants page, navigate to the Machines tab.
  2. Create a machine template or a standard machine.
  3. Click on Provision to create the machine object.
  4. A confirmation client with machine details will be displayed.
  5. Copy the Client ID and Client Secret. Client secret can be displayed only once, if you need to reuse it, store it in a safe location.

If you lose your client secret, you can generate a new one.

  1. Locate your machine settings, click on More Actions, and select Edit Machine
  2. In the Client Secrets section, click on Add new.

In Dataddo

  1. On the Authorizers page, click on Authorize New Service and select UiPath.
  2. Fill in the following fields:
    1. Account Logical Name: Your unique site URL (e.g. platform.uipath.com/yoursiteURL).
    2. Tenant Name: Your UiPath tenant name, make sure you aren't using Tenant Logical Name if they differ.
    3. Client ID: Your UiPath client ID.
    4. Client Secret: Secret to your UiPath client ID.
  3. Rename your authorizer for easier identification and click on Save.

How to Create an UiPath Data Source

  1. On the Sources page, click on the Create Source button.
  2. Select the connector from the list and name your data source.
  3. On the Dataset step, select your dataset.
    DATADDO TIP

    If you're unsure which dataset to select, use the search bar to look for datasets with the desired attributes or metrics.

  4. On the Account step select your authorizer from the drop-down menu.
    Didn't find your authorizer?

    Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.

  5. On the Attributes and Metrics step, select the metrics and attributes you want to extract.
    Create a source using a custom-schema connector.
  6. On the Metadata step, select which metadata fields such as extraction time to add to your data.
  7. On the Snapshot step:
    1. Configure your sync frequency or click Show advanced settings to set the exact synchronization time.
      DATADDO TIP

      To load historical data, refer to the Data Backfilling article.

    2. [Optional] Enable the Allow Empty Data Extractions toggle to allow the extraction when no data is available.
  8. In the top-right corner, click Test Data button to preview extracted data. Adjust the date range for specific time frame.
  9. Click on Save and congratulations, your new data source is ready!

Troubleshooting

Data Preview Unavailable

No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:

  • Date range: Try a smaller date range. You can load the rest of your data afterward via manual data load.
  • Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.

Related Articles

Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.

Sending Data to Dashboarding Apps

Sending Data to Data Storages

Other Resources