Connect to Act CRM Data in Airbyte ELT Pipelines



Use CData Connect Cloud to build ELT pipelines for Act CRM data in Airbyte.

Airbyte empowers users to load your data into any data warehouse, data lake, or database. When combined with CData Connect Cloud, Airbyte users can create Extract, Load, Transform (ELT) pipelines directly from live Act CRM data. This article illustrates the process of connecting to Act CRM through Connect Cloud and constructing ELT pipelines for Act CRM data within Airbyte.

CData Connect Cloud offers a dedicated SQL Server interface for Act CRM, facilitating data querying without the need for data replication to a native database. With built-in optimized data processing capabilities, CData Connect Cloud efficiently directs all supported SQL operations, including filters and JOINs, straight to Act CRM. This harnesses server-side processing to swiftly retrieve the desired Act CRM data.

Configure Act CRM Connectivity for Airbyte

Connectivity to Act CRM from Airbyte is made possible through CData Connect Cloud. To work with Act CRM data from Airbyte, 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.

Connect to Act CRM from Airbyte

To establish a connection from Airbyte to CData Connect Cloud, follow these steps.

  1. Log in to your Airbyte account
  2. On the left panel, click Sources, then Add New Source
  3. Set Source Type to MSSQL Server to connect the TDS endpoint
  4. Set Source Name
  5. Set Host URL to tds.cdata.com
  6. Set Port to 14333
  7. Set Database to the name of the connection you previously configured, e.g. ActCRM1.
  8. Set Username to your Connect Cloud username
  9. Set SSL Method to Encrypted (trust server certificate), leave the Replication Method as standard, and set SSH Tunnel Method to No Tunnel
  10. (Optional) Set Schema to anything you want to apply to the source
  11. Set Password to your Connect Cloud PAT
  12. (Optional) Enter any needed JBDC URL Params
  13. Click Test and Save to create the data source.

Create ELT Pipelines for Act CRM Data

To connect Act CRM data with a new destination, click Connections and then Set Up Connection to connect to your destination. Select the source created above and your desired destination, then allow Airbyte to process. When it is done, your connection is ready for use.

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