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Access Act CRM Data in Anypoint Using SQL

Create a simple Mule Application that uses HTTP and SQL with the CData Mule Connector for Act CRM to create a JSON endpoint for Act CRM data.

The CData Mule Connector for Act CRM connects Act CRM data to Mule applications enabling read , write, update, and delete functionality with familiar SQL queries. The Connector allows users to easily create Mule Applications to backup, transform, report, and analyze Act CRM data.

This article demonstrates how to use the CData Mule Connector for Act CRM inside of a Mule project to create a Web interface for Act CRM data. The application created allows you to request Act CRM data using an HTTP request and have the results returned as JSON. The exact same procedure outlined below can be used with any CData Mule Connector to create a Web interface for the 180+ available data sources.

  1. Create a new Mule Project in Anypoint Studio.
  2. Add an HTTP Connector to the Message Flow.
  3. Configure the address for the HTTP Connector.
  4. Add a CData Act CRM Connector to the same flow, after the HTTP Connector.
  5. Create a new Connection (or edit an existing one) and configure the properties to connect to Act CRM (see below). Once the connection is configured, click Test Connection to ensure the connectivity 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.

  6. Configure the CData Act CRM Connector.
    1. Set the Operation to 'Select with Streaming'.
    2. Set the Query type to Dynamic.
    3. Set the SQL query to SELECT * FROM #[message.inboundProperties.'http.query.params'.get('table')] to parse the URL parameter table and use it as the target of the SELECT query. You can customize the query further by referencing other potential URL parameters.
  7. Add a Transform Message Component to the flow.
    1. Map the Payload from the input to the Map in the output.
    2. Set the Output script to the following to convert the payload to JSON:
      %dw 1.0
      %output application/json
      ---
      payload
              
  8. To view your Act CRM data, navigate to the address you configured for the HTTP Connector (localhost:8081 by default) and pass a table name as the table URL parameter: http://localhost:8081?table=Activities
    The Activities data is available as JSON in your Web browser and any other tools capable of consuming JSON endpoints.

At this point, you have a simple Web interface for working with Act CRM data (as JSON data) in custom apps and a wide variety of BI, reporting, and ETL tools. Download a free, 30 day trial of the Mule Connector for Act CRM and see the CData difference in your Mule Applications today.