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Viewing Act CRM Data in RAD Studio Data Explorer

How to view Act CRM data in RAD Studio Data Explorer using the CData FireDAC Components for Act CRM.

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData FireDAC Components for Act CRM, you gain access to live Act CRM data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve and update Act CRM data. This article will walk through connecting to Act CRM using the Data Explorer.

Connecting to Act CRM Data Using Data Explorer

You can create a simple application for displaying Act CRM data by utilizing the CData FireDAC Components for Act CRM and a new VCL Forms Application:

  1. Open the Data Explorer in RAD Studio and expand FireDAC.
  2. Right-click on CData Act CRM Data Source and click Add New Connection.

  3. Name the connection.
  4. Fill in the necessary connection parameters and click OK.

    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.

  5. Back in the Data Explorer, expand the tables for the connection.
  6. Create a new VCL Forms application and drag a table (for example: Activities) onto the form.

  7. Select the ActivitiesTable object on the form and set the Active property to true.
  8. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

  9. Arrange the TStringGrid on the form and run the application to see the Activities data.