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Act! CRM connection

Introduction

An Act! CRM connection, created using the Act! CRM connector, establishes access to Act! CRM. These activities, once configured, interact with Act! CRM through the connection.

Create or edit an Act! CRM connection

A new Act! CRM connection is created using the Act! CRM connector from one of these locations:

An existing Act! CRM connection can be edited from these locations:

Configure an Act! CRM connection

Each user interface element of the Act! CRM connection configuration screen is described below.

Tip

Fields with a variable icon support using global variables, project variables, and Jitterbit variables. Begin either by typing an open square bracket [ into the field or by clicking the variable icon to display a list of the existing variables to choose from.

  • Connection Name: Enter a name to use to identify the connection. The name must be unique for each Act! CRM connection and must not contain forward slashes (/) or colons (:). This name is also used to identify the Act! CRM endpoint, which refers to both a specific connection and its activities.

  • Act Database: Enter the Act! Database name.

  • URL: Enter the URL.

  • User: Enter the user.

  • Password: Enter the password.

  • Act Edition: Select the Act! edition, one of:

    • Act CRM

    • Act Premium Cloud

      • Act Cloud Name: Enter the Act! Cloud name.

  • Use Proxy Settings: Select to use private agent proxy settings.

  • Advanced Configurations: When selected, shows the Advanced Configurations Properties table, which is used to add additional configuration properties as key-value pairs.

    • Add: Adds a row to the table. Enter a key-value pair for each property.
    • Submit: Saves the key-value pair to the table. Visible when hovering on a row in edit mode.
    • Discard: Discards a new row or any edits made to an existing row. Visible when hovering on a row in edit mode.
    • Edit: Allows you to edit an existing key-value pair. Visible when hovering on an existing row.
    • Delete: Deletes the row from the table. Visible when hovering on an existing row.
    • Clear All: Deletes all rows from the table.

    Important

    Fields in the Advanced Configurations table display the variable icon only in edit mode. For these fields' variable values to be populated at runtime, the agent version must be at least 10.75 / 11.13.

  • Test: Click to verify the connection using the specified configuration. When the connection is tested, the latest version of the connector is downloaded by the agent(s) in the agent group associated with the current environment. This connector supports suspending the download of the latest connector version by using the Disable Auto Connector Update organization policy.

  • Save Changes: Click to save and close the connection configuration.

  • Discard Changes: After making changes to a new or existing configuration, click to close the configuration without saving. A message asks you to confirm that you want to discard changes.

  • Delete: After opening an existing connection configuration, click to permanently delete the connection from the project and close the configuration (see Component dependencies, deletion, and removal). A message asks you to confirm that you want to delete the connection.

Next steps

After an Act! CRM connector connection has been created, you place an activity type on the design canvas to create activity instances to be used either as sources (to provide data in an operation) or as targets (to consume data in an operation).

Menu actions for a connection and its activity types are accessible from the project pane and design component palette. For details, see Actions menus in Connector basics.

These activity types are available:

  • Query: Retrieves records from a table at Act! CRM and is intended to be used as a source in an operation.

  • Create: Inserts a record into a table at Act! CRM and is intended to be used as a target in an operation.

  • Update: Updates a record in a table at Act! CRM and is intended to be used as a target in an operation.

  • Delete: Deletes a record from a table at Act! CRM and is intended to be used as a target in an operation.

  • Execute: Executes a procedure at Act! CRM and is intended to be used as a target in an operation.