Integrate Live Act CRM Data into Amazon SageMaker Canvas with RDS

Amazon SageMaker Canvas is a no-code machine learning platform that lets you generate predictions, prepare data, and build models without writing code. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Act CRM data for building custom machine-learning models, predicting customer churn, generating texts, building chatbots, and more. This article shows how to connect to Connect Cloud from Amazon SageMaker Canvas using the RDS connector and integrate live Act CRM data into your ML model deployments.

CData Connect Cloud provides a pure SQL, cloud-to-cloud interface for Act CRM, allowing you to easily integrate with live Act CRM data in Amazon SageMaker Canvas — without replicating the data. CData Connect Cloud looks exactly like a SQL Server database to Amazon SageMaker Canvas and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Act CRM, leveraging server-side processing to quickly return Act CRM data.

Configure Act CRM Connectivity for Amazon SageMaker Canvas

Connectivity to Act CRM from Amazon SageMaker Canvas is made possible through CData Connect Cloud. To work with Act CRM data from Amazon SageMaker Canvas, we start by creating and configuring a Act CRM connection.

1. Log into Connect Cloud, click Connections, and click Add Connection.
2. Select "Act CRM" from the Add Connection panel.
3. Enter the necessary authentication properties to connect to Act CRM.

   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.

4. Click Create & Test.
5. Navigate to the Permissions tab in the Add Act CRM Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Act CRM data from Amazon SageMaker Canvas.

Connecting to CData Connect Cloud from Amazon SageMaker Canvas

With the connection in CData Connect Cloud configured, you are ready to integrate live Act CRM data into Amazon SageMaker Canvas using its RDS connector.

1. Select a domain and user profile in Amazon SageMaker Canvas and click on "Open Canvas".
2. Once the Canvas application opens, navigate to the left panel, and select "My models".
3. Click on "Create new model" in the My models screen.
4. Specify a Model name in Create new model window and select a Problem type. Click on "Create".
5. Once the model version gets created, click on "Create dataset" in the Select dataset tab.
6. In the Create a tabular dataset window, add a "Dataset name" and click on "Create".
7. Click on the "Data Source" drop-down and search for or navigate to the RDS connector and click on " Add Connection".
8. In the Add a new RDS connection window, set the following properties:
   
   
   • Connection Name: a relevant connection name
   • Set Engine type to sqlserver-web
   • Set Port to 14333
   • Set Address as tds.cdata.com
   • Set Username to a Connect Cloud user (e.g. user@mydomain.com)
   • Set Password to the PAT for the above user
   • Set Database name the Act CRM connection (e.g., ActCRM1)
9. Click on "Create connection".

Integrating Act CRM Data into Amazon SageMaker Canvas

With the connection to Connect Cloud configured in the RDS, you are ready to integrate live Act CRM data into your Amazon SageMaker Canvas dataset.

1. In the tabular dataset created in RDS with Act CRM data, search for the Act CRM connection configured on Connect Cloud in the search bar or from the list of connections.
2. Select the table of your choice from Act CRM, drag and drop it into the canvas on the right.
3. You can create workflows by joining any number of tables from the Act CRM connection (as shown below). Click on "Create dataset".
4. Once the dataset is created, click on "Select dataset" to build your model.
5. Perform analysis, generate prediction, and deploy the model.

At this point, you have access to live Act CRM data in Amazon SageMaker that you can utilize to build custom ML models to generate predictive business insights and grow your organization.

SQL Access to Act CRM Data from Cloud Applications

Now you have a direct connection to live Act CRM data from Amazon SageMaker Canvas. You can create more connections, datasets, and predictive models to drive business — all without replicating Act CRM data.

To get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Connect Cloud.