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Create Reports from Act CRM Data in Google Data Studio

Use the CData Cloud Hub to create a virtual MySQL Database for Act CRM data and create custom reports in Google Data Studio.

Google Data Studio allows you to create branded reports with data visualizations to share with your clients. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to Act CRM data for visualizations, dashboards, and more. This article shows how to create a virtual database for Act CRM and build reports from Act CRM data in Google Data Studio.

The CData Cloud Hub provides a pure cloud-to-cloud interface for Act CRM, allowing you to easily build reports from live Act CRM data in Google Data Studio — without replicating the data. As you build visualizations, Google Data Studio generates queries to gather data. Using optimized data processing out of the box, the CData Cloud Hub pushes all supported query operations (filters, JOINs, etc) directly to Act CRM, leveraging server-side processing to quickly return Act CRM data.

This article requires a CData Cloud Hub instance and the CData Cloud Hub Connector for Google Data Studio. Get more information on the CData Cloud Hub and sign up for a free trial at https://www.cdata.com/cloudhub.


Connect to Act CRM from the Cloud Hub

CData Cloud Hub uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Log into Cloud Hub and click Databases.
  2. Select "Act CRM" from Available Data Sources.
  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 Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Act CRM data from Google Data Studio.

Visualize Live Act CRM Data in Google Data Studio

The steps below outline connecting to the CData Cloud Hub from Google Data Studio to create a new Act CRM data source and build a simple visualization from the data.

  1. Log into Google Data Studio, click data sources, create a new data source, and choose CData Cloud Hub Connector.
  2. Authorize the Connector to connect to an external service (your Cloud Hub instance).
  3. Use your instance name (myinstance in myinstance.cdatacloud.net), username, and password to connect to your Cloud Hub instance.
    • Username: myinstance/username
    • Password: your Cloud Hub password
  4. Select a Database (e.g. ActCRM1) and click Next.
  5. Select a Table (e.g. Activities) and click Next.
  6. Click Connect.
  7. If needed, modify columns, click Create Report, and add the data source to the report.
  8. Select a visualization style and add it to the report.
  9. Select Dimensions and Measures to customize your visualization.

Optional: Connect with the MySQL Connector

If you need to work with data from a custom SQL query, you can use the MySQL Connector. Connect using the server information for your Cloud Hub instance (server address, port, username, and password).

SQL Access to Act CRM Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Act CRM data from your Google Data Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Act CRM data.

Try the CData Cloud Hub and get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.