Act CRM Connector

• Starter
• Business
• Enterprise
• On-Premise
• Add-on

Overview

Etlworks Act CRM connector allows the fastest and easiest way to connect to real-time Act CRM data. The connector works just like any other database connector.

Etlworks partnered with CData to provide access to Act CRM using industry-standard JDBC protocol. Read about CData Act CRM JDBC connector.

When to use Act CRM connector

Use this connector to create Flows that extract data and load data into Act CRM.

Prerequisites

Enable the Act CRM connector for your Etlworks account. Contact support@etlworks.com to enable the connector.

Create a Connection

You can create a Connection in just two steps, and they are the following:

Step 1. In the Connections window, click +, and type in act crm.

Step 2. Enter the Connection parameters:

• Server URL: the Act CRM server URL.
• Database: the database name.
• User: the user name.
• Password: the password.

Use Other Parameters to specify the Connection string options. Read about available Connection string options.

Work with Act CRM

Act CRM Online Data Model

The connector models entities in the Act! CRM Premium APIs as relational Views. The driver models Act! Premium on-premises and Act! Premium Cloud accounts as relational databases, surfacing Contacts, Activities, Opportunities, and other objects as database tables. 

Read about the data model.

Stored procedures

Stored procedures are available to complement the data available from the Data Model. It may be necessary to update data available from a view using a stored procedure because the data does not provide for direct, table-like, two-way updates. In these situations, the data retrieval is done using the appropriate view or table, while the update is done by calling a stored procedure. Stored procedures take a list of parameters and return a dataset that contains the collection of tuples that constitute the response.

Read about available stored procedures in the data model.  

To call stored procure from the SQL Flow or Before/After SQL, use EXEC sp_name params=value.

Example:

EXECUTE my_proc @second = 2, @first = 1, @third = 3;

SQL Compliance

The connector supports several operations on data, including querying, deleting, modifying, and inserting.

Read about SQL Compliance.

Extract data from Act CRM 

Extracting data from Act CRM is similar to extracting data from the relational database.

Here are the steps on how you can extract data from Act CRM:

Step 1. Create Act CRM Connection which will be used as a source (FROM).

Step 2. Create a destination Connection, for example, a Connection to the relational database, and if needed, a Format (Format is not needed if the destination is a database or well-known API).

Step 3. Create a Flow where the source is a database and the destination is a Connection created in step 2, for example, a relational database.

Step 4. Add a new source-to-destination transformation.

Step 5. Select the Act CRM Connection created in step 1 as a source Connection and select the data object you are extracting data from.

Step 6. Select TO Connection, Format (if needed), and object (for example, database table) to load data into.

Step 7. Click MAPPING and optionally enter Source query (you don't need a query if you are extracting data from the Act CRM data object unconditionally).

Step 8. Optionally define the per-field Mapping.

Step 9. Add more transformations if needed.

Load data in Act CRM

Loading data in Act CRM is similar to loading data into a relational database.

Here are the steps on how you can load data in Act CRM:

Step 1. Create a source Connection and a Format (if needed).

Step 2. Create a destination Act CRM Connection.

Step 3. Create a Flow where the destination is a database.

Step 4. Add new source-to-destination transformation.

Step 5. Select FROM and TO Connections and objects (also a FROM Format if needed).

Step 6. Optionally define the per-field Mapping.

Step 7. Add more transformations if needed.

Browse data in Act CRM

You must have Act CRM Connection to browse objects and run SQL queries.

Use the Etlworks Explorer to browse data and metadata in Act CRM as well as execute DML and SELECT queries against the Act CRM Connection.