Connect to Act CRM Data in DBeaver

The CData ODBC Driver for Act CRM enables access to live data from Act CRM under the ODBC standard, allowing you work with Act CRM data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to manage Act CRM data with visual tools in DBeaver like the query browser.

The CData ODBC drivers offer unmatched performance for interacting with live Act CRM data in DBeaver due to optimized data processing built into the driver. When you issue complex SQL queries from DBeaver to Act CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Act CRM and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can manage and analyze Act CRM data.

Connect to Act CRM

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

The User and Password properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

• Connecting to Act! Premium

  In addition to the authentication values, the URL to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

  Additionally, you must specify the ActDatabase you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

• Connecting to Act! Premium Cloud

  To connect to your Act! Premium Cloud account, you also need to specify the ActCloudName property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.

Finally, set the "Map To WVarchar connection property to False in the DSN Configuration window for the driver. This configuration will allow string types to be mapped to SQL_VARCHAR and prevent SQL_WVARCHAR types from being displayed as NULL.

Connecting to the Act CRM ODBC Data Source in DBeaver

1. Open the DBeaver application and in the Database menu, select the New Database Connection option.
2. In the 'Connect to a database' window, select ODBC and click Next.
3. In the Database/Schema field, enter the DSN name (CData Act CRM Source by default). It will be automatically added to the JDBC URL as well.
4. Click the Test Connection button. You should receive a 'Connected' message after DBeaver has detected the DSN, along with details about the driver if the connection is successful.

Query Act CRM Data

You can now query information from the tables exposed by the data source connection. You can expand the database structure in order to view all the tables. You can retrieve the table's data by right-clicking on a table name and selecting View data. The data will then be available in the Data tab.

Free Trial & More Information

At this point, you have connected to live Act CRM data from DBeaver. For more information, visit the CData ODBC Driver page. Download a free, 30-day trial and start working live Act CRM data DBeaver today.