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Access Act CRM Data in PHP through the Cloud Hub

Connect to Act CRM through the standard MySQL libraries in PHP.

You can use the CData Cloud Hub to access Act CRM data from MySQL clients, without needing to perform an ETL or cache data. Follow the steps below to create a virtual MySQL database for Act CRM and connect to Act CRM data in real time through PHP's standard MySQL interfaces, mysqli and PDO_MySQL.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for Act CRM, allowing you to easily query live Act CRM data in PHP — without replicating the data to a natively supported database. As you query data in PHP, the CData Cloud Hub pushes all supported SQL operations (filters, JOINs, etc) directly to Act CRM, leveraging server-side processing to quickly return Act CRM data.

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. Login to 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 any MySQL client.

Connect in PHP

The following examples show how to use object-oriented interfaces to connect and execute queries. Initialize the connection object with the following parameters to connect to the virtual MySQL database:

  • Host: Specify the remote host location where the service is running. In this case "myinstance.cdatacloud.net" is used for the remote host setting since the service is running on the local machine.
  • Username: Specify the username for a user you authorized in the Cloud Hub.
  • Password: Specify the password for the authorized user account.
  • Database Name: Specify the name of the virtual database you created for Act CRM.
  • Port: Specify the port the service is running on, port 3306 in this example.

mysqli

<?php
$mysqli = mysqli_init();

$mysqli->ssl_set("C:/certs/cloudclient.key",
                 "C:/certs/cloudclient.pem",
                 "C:/certs/myCA.pem",
                 NULL,NULL);

$mysqli->real_connect("mysintance.cdatacloud.net", "admin", "mypassword", "actcrmdb",3306,NULL,MYSQLI_CLIENT_SSL_DONT_VERIFY_SERVER_CERT);
?>

PDO

<?php
$pdo = new PDO('mysql:host=myinstance.cdatacloud.net;dbname=actcrmdb;port=3306;','admin', 'mypassword', array(
    PDO::MYSQL_ATTR_SSL_KEY                => 'C:/certs/cloudclient.key',
    PDO::MYSQL_ATTR_SSL_CERT               => 'C:/certs/cloudclient.pem',
    PDO::MYSQL_ATTR_SSL_CA                 => 'C:/certs/myCA.pem',
    PDO::MYSQL_ATTR_SSL_VERIFY_SERVER_CERT => false
    )
);
?>

Query in PHP

With the connection established, you can then access tables. The following steps walk through the example:

  1. Query the table; for example, Activities. The results will be stored as an associative array in the $result object.
  2. Iterate over each row and column, printing the values to display in the PHP page.
  3. Close the connection.

mysqli

$result = $mysqli->query("SELECT ActivityDisplayName, Subject FROM Activities");
while($row = $result->fetch_assoc()) {
  foreach ($row as $k=>$v) {
    echo "$k : $v";
    echo "<br />"; 
  }
}
$mysqli->close();

PDO

$result = $pdo->query("SELECT ActivityDisplayName, Subject FROM Activities");
while($row = $result->fetch(PDO::FETCH_ASSOC)) {
  foreach ($row as $k=>$v) {
    echo "$k : $v";
    echo "<br />"; 
  }
}
$result = null;
$pdo = null;