How to Visualize Act CRM Data in Python with pandas via CData Connect AI

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData Connect AI Python SDK, the pandas and Matplotlib modules, you can build Act CRM-connected Python applications and scripts for visualizing Act CRM data. This article shows how to connect to Connect AI and use the pandas and Matplotlib built-in functions to query Act CRM data and visualize the results.

The Connect AI Python SDK (cdata-connect-ai) is a DB-API 2.0 (PEP 249) compliant client, so pandas can read query results directly from the SDK connection object. There is no driver to install per source and no SQLAlchemy engine to configure: connect with a Personal Access Token and pass the connection straight to pandas.read_sql.

Connect to Act CRM in Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then 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 Save & Test
5. Navigate to the Permissions tab and update the user-based permissions.

Generate a Personal Access Token (PAT)

The Python SDK authenticates to Connect AI with your account email and a Personal Access Token (PAT). It is best practice to create a separate PAT for each application to maintain granularity of access.

1. Click the Gear icon () at the top right of the Connect AI app to open the Settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The PAT is only visible at creation, so copy it and store it securely.

Install Required Modules

Install the SDK (with the pandas extra) and Matplotlib using the pip utility:

pip install "cdata-connect-ai[full]"
pip install matplotlib

Visualize Act CRM Data in Python

Import the modules, then connect to Connect AI with your account email and PAT. Identifiers are three-part: <Connection>.<Schema>.<Table>, where the connection name defaults to the source name (for example, ActCRM1).

import pandas
import matplotlib.pyplot as plt
import cdata_connect_ai

conn = cdata_connect_ai.connect(
    username="[email protected]",
    password="<your_pat>",
)

Query Act CRM with pandas

Use the read_sql function from pandas to execute a SQL statement and store the result set in a DataFrame. Pass the SDK connection directly, no engine required.

df = pandas.read_sql(
    "SELECT ActivityDisplayName, Subject "
    "FROM [ActCRM1].[ActCRM].[Activities] "
    "WHERE Subject = 'Sample subject'",
    conn,
)

Note: pandas may print a UserWarning stating that it only officially supports SQLAlchemy connectables. This is expected when passing a DB-API connection directly—the query runs correctly and the warning is safe to ignore.

Visualize Act CRM Data

With the query results stored in a DataFrame, use the plot function to build a chart. The show method displays the chart in a new window.

df.plot(kind="bar", x="ActivityDisplayName", y="Subject")
plt.show()

conn.close()

More Information and Free Trial

Now you can read live Act CRM data into pandas through the CData Connect AI Python SDK. For more information on connecting to Act CRM (and hundreds of other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Act CRM data in Python.

Full Source Code

import pandas
import matplotlib.pyplot as plt
import cdata_connect_ai

conn = cdata_connect_ai.connect(
    username="[email protected]",
    password="<your_pat>",
)

df = pandas.read_sql(
    "SELECT ActivityDisplayName, Subject "
    "FROM [ActCRM1].[ActCRM].[Activities] "
    "WHERE Subject = 'Sample subject'",
    conn,
)

df.plot(kind="bar", x="ActivityDisplayName", y="Subject")
plt.show()

conn.close()