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PyCharm でCData ODBC Driver for Act CRM を使ってみた

Act CRM にODBC データソースとしてPyCharm から連携。

CData ODBC Drivers は、ODBC をサポートするあらゆる環境から利用可能です。 本記事では、PyCharm からのCData ODBC Driver for Act CRM の利用を説明します。ODBC Deriver をデータソースとして設定する方法、データソースをクエリするPyCharm のベーシックな方法を含みます。

To begin, this tutorial will assume that you have already installed the CData ODBC Driver for Act CRM as well as PyCharm.

Pyodbc をプロジェクトに追加

Follow the steps below to add the pyodbc module to your project.

  1. Click File -> Settings to open the project settings window.
  2. Click Project Interpreter from the Project: YourProjectName menu.
  3. To add pyodbc, click the + button and enter pyodbc.
  4. Click Install Package to install pyodbc.

Act CRM への接続

You can now connect with an ODBC connection string or a DSN. See the Getting Started section in the CData driver documentation for a guide to creating a DSN on your OS.

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.

Below is the syntax for a DSN:

[CData ActCRM Source] Driver = CData ODBC Driver for Act CRM Description = My Description URL = https://myActCRMserver.com User = myUser Password = myPassword ActDatabase = MyDB

Act CRM へのクエリの実行

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

import pyodbc cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for ActCRM};URL = https://myActCRMserver.com;User = myUser;Password = myPassword;ActDatabase = MyDB;') cursor = cnxn.cursor() cursor.execute("SELECT ActivityDisplayName, Subject FROM Activities WHERE Subject = 'Sample subject'") rows = cursor.fetchall() for row in rows: print(row.ActivityDisplayName, row.Subject)

After connecting to Act CRM in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to Act CRM data as if it were a standard database. If you have any questions, comments, or feedback regarding this tutorial, please contact us at support@cdata.com.

 
 
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