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Query Act CRM Data from Node.js

The API Server exposes Web services that allow connectivity to your data. Use the OData endpoint of the CData API Server to execute CRUD queries to Act CRM data from Node.js.

The CData API Server, when paired with the ADO.NET Provider for Act CRM, exposes Act CRM data (or data from any of 190+ other ADO.NET Providers) as an OData endpoint, which can be queried from Node.js using simple HTTP requests. This article shows how to use the API Server to request JSON-formatted Act CRM data in Node.js.

Set Up the API Server

Follow the steps below to begin producing secure Act CRM OData services:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to Act CRM

After you deploy the API Server and the ADO.NET Provider for Act CRM, provide authentication values and other connection properties needed to connect to Act CRM by clicking Settings -> Connections and adding a new connection in the API Server administration console.

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.

You can then choose the Act CRM entities you want to allow the API Server access to by clicking Settings -> Resources.

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; all IP addresses except the local machine are restricted by default. You can authenticate as well as encrypt connections with SSL.

Consume Act CRM OData Feeds from Node.js

OData feeds are easy to work with in Node.js. You can use the HTTP client in Node.js to request JSON-formatted data from the API Server's OData endpoint. After making the request, you can construct the body of the response and call the JSON.parse() function to parse it into records.

The code below will make an authenticated request for Activities data. The example URL below applies a simple filter that searches for records with a value of Sample subject in the Subject column.

var http = require('http'); http.get({ protocol: "http:", hostname: "MyServer.com", port: MyPort, path: "/api.rsc/Activities?$filter=" + encodeURIComponent("Subject eq 'Sample subject'"), auth: 'MyUser:MyAuthtoken' }, function(res) { var body = ''; res.on('data', function(chunk) { body += chunk; }); res.on('end', function() { console.log(body); var jsonData = JSON.parse(body); }); }).on('error', function(e) { console.log("Error: ", e); });