Learn more
 

Replicate Act CRM Data from PowerShell


Write a quick PowerShell script to query Act CRM data. Use connectivity to the live data to replicate Act CRM data to SQL Server.



The CData ODBC Driver for Act CRM enables out-of-the-box integration with Microsoft's built-in support for ODBC. The ODBC driver instantly integrates connectivity to the real Act CRM data with PowerShell.

You can use the .NET Framework Provider for ODBC built into PowerShell to quickly automate integration tasks like replicating Act CRM data to other databases. This article shows how to replicate Act CRM data to SQL Server in 5 lines of code.

You can also write PowerShell code to execute create, read, update, and delete (CRUD) operations. See the examples below.

Create an ODBC Data Source for Act CRM

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Connect to Act CRM

The code below shows how to use the DSN to initialize the connection to Act CRM data in PowerShell:

$conn = New-Object System.Data.Odbc.OdbcConnection $conn.ConnectionString = "DSN=CData ActCRM Source x64"

Back Up Act CRM Data to SQL Server

After you enable caching, you can use the code below to replicate data to SQL Server.

Set the following connection properties to configure the caching database:

  • CacheProvider: The name of the ADO.NET provider. This can be found in the Machine.config for your version of .NET. For example, to configure SQL Server, enter System.Data.SqlClient.

  • CacheConnection: The connection string of properties required to connect to the database. Below is an example for SQL Server:

    Server=localhost;Database=RSB;User Id=sqltest;Password=sqltest;

The SQL query in the example can be used to refresh the entire cached table, including its schema. Any already existing cache is deleted.

$conn.Open() # Create and execute the SQL Query $SQL = "CACHE DROP EXISTING SELECT * FROM " + $Activities $cmd = New-Object System.Data.Odbc.OdbcCommand($sql,$conn) $count = $cmd.ExecuteNonQuery() $conn.Close()

The driver gives you complete control over the caching functionality. See the help documentation for more caching commands and usage examples. See the help documentation for steps to replicate to other databases.

Other Operations

To retrieve Act CRM data in PowerShell, call the Fill method of the OdbcDataAdapter method. To execute data manipulation commands, initialize the OdbcCommand object and then call ExecuteNonQuery. Below are some more examples CRUD commands to Act CRM through the .NET Framework Provider for ODBC:

Retrieve Act CRM Data

$sql="SELECT ActivityDisplayName, Subject from Activities" $da= New-Object System.Data.Odbc.OdbcDataAdapter($sql, $conn) $dt= New-Object System.Data.DataTable $da.Fill($dt) $dt.Rows | foreach { $dt.Columns | foreach ($col in dt{ Write-Host $1[$_] } }

Update Act CRM Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("UPDATE Activities SET Subject='Sample subject' WHERE Id = @myId", $conn) $cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH") $cmd.ExecuteNonQuery()

Insert Act CRM Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("INSERT INTO Activities SET Subject='Sample subject' WHERE Id = @myId", $conn) $cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH") $cmd.ExecuteNonQuery()

Delete Act CRM Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("DELETE FROM Activities WHERE Id = @myid", $conn) $cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH") $cmd.ExecuteNonQuery()

Ready to get started?

Download a free trial of the Act CRM ODBC Driver to get started:

 Download Now

Learn more:

Act CRM Icon Act CRM ODBC Driver

The Act CRM ODBC Driver is a powerful tool that allows you to connect with live Act CRM, directly from any applications that support ODBC connectivity.

Access Act CRM like you would a database - query Companies, Contact, Groups, Opportunities, etc. through a standard ODBC Driver interface.

In this article

Related articles