Integrate Act CRM with External Services using SnapLogic

SnapLogic is an integration platform-as-a-service (iPaaS) that allows users to create data integration flows with no code. When paired with the CData JDBC Drivers, users get access to live data from more than 250+ SaaS, Big Data and NoSQL sources, including Act CRM, in their SnapLogic workflows.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Act CRM data. When platforms issue complex SQL queries 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 client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying lets you work with Act CRM data using native data types.

Connect to Act CRM in SnapLogic

To connect to Act CRM data in SnapLogic, download and install the CData Act CRM JDBC Driver. Follow the installation dialog. When the installation is complete, the JAR file can be found in the installation directory (C:/Program Files/CData/CData JDBC Driver for Act CRM/lib by default).

Upload the Act CRM JDBC Driver

After installation, upload the JDBC JAR file to a location in SnapLogic (for example, projects/Jerod Johnson) from the Manager tab.

Configure the Connection

Once the JDBC Driver is uploaded, we can create the connection to Act CRM.

1. Navigate to the Designer tab
2. Expand "JDBC" from Snaps and drag a "Generic JDBC - Select" snap onto the designer
3. Click Add Account (or select an existing one) and click "Continue"
4. In the next form, configure the JDBC connection properties:
   • Under JDBC JARs, add the JAR file we previously uploaded
   • Set JDBC Driver Class to cdata.jdbc.actcrm.ActCRMDriver

   • Set JDBC URL to a JDBC connection string for the Act CRM JDBC Driver, for example:

     jdbc:actcrm:URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;RTK=XXXXXX;

     NOTE: RTK is a trial or full key. Contact our Support team for more information.

     Built-In Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Act CRM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.actcrm.jar

     Fill in the connection properties and copy the connection string to the clipboard.

     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.

5. After entering the connection properties, click "Validate" and "Apply"

Read Act CRM Data

In the form that opens after validating and applying the connection, configure your query.

• Set Schema name to "ActCRM"
• Set Table name to a table for Act CRM using the schema name, for example: "ActCRM"."Activities" (use the drop-down to see the full list of available tables)
• Add Output fields for each item you wish to work with from the table

Save the Generic JDBC - Select snap.

With connection and query configured, click the end of the snap to preview the data (highlighted below).

Once you confirm the results are what you expect, you can add additional snaps to funnel your Act CRM data to another endpoint.

Piping Act CRM Data to External Services

For this article, we will load data in a Google Spreadsheet. You can use any of the supported snaps, or even use a Generic JDBC snap with another CData JDBC Driver, to move data into an external service.

1. Start by dropping a "Worksheet Writer" snap onto the end of the "Generic JDBC - Select" snap.
2. Add an account to connect to Google Sheets
3. Configure the Worksheet Writer snap to write your Act CRM data to a Google Spreadsheet

You can now execute the fully configured pipeline to extract data from Act CRM and push it into a Google Spreadsheet.

Piping External Data to Act CRM

As mentioned above, you can also use the JDBC Driver for Act CRM in SnapLogic to write data to Act CRM. Start by adding a Generic JDBC - Insert or Generic JDBC - Update snap to the dashboard.

1. Select the existing "Account" (connection) or create a new one
2. Configure the query:
   • Set Schema name to "ActCRM"
   • Set Table name to a table for Act CRM using the schema name, for example: "ActCRM"."Activities" (use the drop-down to see the full list of available tables)
3. Save the Generic JDBC - Insert/Update snap

At this point, you have configured a snap to write data to Act CRM, inserting new records or updating existing ones.

More Information & Free Trial

Using the CData JDBC Driver for Act CRM you can create a pipeline in SnapLogic for integrating Act CRM data with external services. For more information about connecting to Act CRM, check at our CData JDBC Driver for Act CRM page. Download a free, 30 day trial of the CData JDBC Driver for Act CRM and get started today.