Query Act CRM Data in MySQL Workbench

MySQL Workbench allows users to administer MySQL environments and gain better visibility into databases. When paired with CData Connect (on-premise or Connect Server), you get live access to Act CRM data as if it were a MySQL database. This article shows how to create a virtual database for Act CRM in Connect and work with live Act CRM data in MySQL Workbench.

Create a Virtual MySQL Database for Act CRM Data

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

1. Login to Connect and click Connections.
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 Save Changes
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 from MySQL Workbench.

Query Act CRM from MySQL Workbench

The steps below outline connecting to the virtual Act CRM database in Connect from MySQL Workbench and issuing basic queries to work with live Act CRM data.

Connect to Act CRM through Connect

1. In MySQL Workbench, click to add a new MySQL connection.
2. Name the connection (CData Connect).
3. Set the Hostname, Port, and Username parameters to connect to the SQL Gateway.
4. Click Store in Vault to set and store the password.
5. Click Test Connection to ensure the connection is configured properly and click OK.

Query Act CRM Data

1. Open the connection you just created (CData Connect).
2. Click File -> New Query Tab.
3. Write a SQL query to retrieve Act CRM data, like SELECT * FROM actcrmdb.Activities;

With access to live Act CRM data from MySQL Workbench, you can easily query and update Act CRM, just like you would a MySQL database. Request a demo of the CData Connect and start working with Act CRM just like a MySQL database today.