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Create Act CRM-Connected Visualizations in Klipfolio

Use the CData Cloud Hub to connect to Act CRM from Klipfolio and build custom visualizations using live Act CRM data.

Klipfolio is an online dashboard platform for building real-time business dashboards for your team or your clients. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to Act CRM data for visualizations, reports, and more. This article shows how to create a virtual database for Act CRM in Cloud Hub and build visualizations from Act CRM data in Klipfolio.

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

Create a Virtual MySQL Database for Act CRM Data

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 Klipfolio.

Connect to Act CRM in Klipfolio

The steps below outline connecting to the CData Cloud Hub from Klipfolio to create a new Act CRM data source.

  1. Open Klipfolio
  2. Click in Data Sources to add a new data source
  3. Search for and select MySQL as the Service
  4. Click "Create a custom MySQL data source"
  5. Configure the data source by setting the MySQL connection properties:
    • Host: your instance (e.g., myinstance.cdatacloud.net)
    • Port: 3306
    • Database: your database (e.g., ActCRM1)
    • Driver: MySQL
    • Username: your CloudHub username
    • Password: your CloudHub password
    • SQL Query: any query to retrieve data (e.g., SELECT * FROM Activities)
    • Select the checkbox to "Include column headers"
    • Select the checkbox to "Use SSL/TLS"
  6. Click "Get data" to preview the Act CRM data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.

  1. Confirm that the model includes all columns you wish to work with
  2. Name your model
  3. (optional) Set the Description
  4. Set "Header in row" to 1
  5. Click the toggle to "Exclude data before row" and set the value to 2
  6. Click "Save and Exit"

Create a Klip

With the data modeled, we are ready to create a Klip (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

  1. Click "Create a Klip"
  2. Drag in a component
  3. For the Series, select the column whose count or aggregation you wish to visualize
  4. For the X Axis, select the column you wish to group by
  5. In the Properties tab for the X Axis, click the checkbox to "Group repeating labels"
  6. Click "Save"
  7. Set the Name & Description and click Save

SQL Access to Act CRM Data from Cloud Applications

Now you have a Klip built from live Act CRM data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Act CRM data.

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