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Connect to Act CRM Data in DBeaver

Manage Act CRM data with visual tools in DBeaver like the query browser.

The CData JDBC Driver for Act CRM implements JDBC standards that enable third-party tools to interoperate, from wizards in IDEs to business intelligence tools. This article shows how to connect to Act CRM data with wizards in DBeaver and browse data in the DBeaver GUI.

Create a JDBC Data Source for Act CRM Data

Follow the steps below to load the driver JAR in DBeaver.

  1. Open the DBeaver application and, in the Databases menu, select the Driver Manager option. Click New to open the Create New Driver form.
  2. In the Driver Name box, enter a user-friendly name for the driver.
  3. To add the .jar, click Add File.
  4. In the create new driver dialog that appears, select the cdata.jdbc.actcrm.jar file, located in the lib subfolder of the installation directory.
  5. Click the Find Class button and select the ActCRMDriver class from the results. This will automatically fill the Class Name field at the top of the form. The class name for the driver is cdata.jdbc.actcrm.ActCRMDriver.
  6. Add jdbc:actcrm: in the URL Template field.

Create a Connection to Act CRM Data

Follow the steps below to add credentials and other required connection properties.

  1. In the Databases menu, click New Connection.
  2. In the Create new connection wizard that results, select the driver.
  3. On the next page of the wizard, click the driver properties tab.
  4. Enter values for authentication credentials and other properties required 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.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Act CRM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.actcrm.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    Below is a typical connection string:

    jdbc:actcrm:URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;

Query Act CRM Data

You can now query information from the tables exposed by the connection: Right-click a Table and then click Edit Table. The data is available on the Data tab.