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Work with Act CRM Data in FoxPro

Load Act CRM data into a FoxPro database. This article includes full code and a walk-through of the process.

The CData ODBC Driver for Act CRM enables you to access Act CRM data using the ODBC standard. You can use the CData ODBC Driver for Act CRM to integrate Act CRM data into your FoxPro project. The procedure below provides a walk-through of the included code sample, which saves Act CRM data into tables in a FoxPro database.

Connect to Act CRM as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

NOTE: Set the 'Map To WVarchar' connection property to FALSE (FoxPro uses the ODBC W API and returns the WCHAR for the value type).

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.

Connect and Transfer

To get started, add the code sample to a new project. You can execute the following command to save all tables without displaying them:

DO C:\Temp\sqldump.prg WITH "CData ActCRM Source", "TESTDB", .f.

Below is the process that the program follows:

  1. Create a new FoxPro database.
  2. Open a connection to Act CRM data with the line below:

    m.hSQLconnection = SQLCONNECT(m.cODBCDSN)
  3. If the connection was successful, you can now retrieve the list of tables using the SQLTABLES function. The code below saves the list of tables in sys_tables.dbf:

    WAIT WINDOW "Fetching tables for data source '" + m.cODBCDSN + "'..." NOWAIT NOCLEAR m.nSQLTABLES = SQLTABLES(m.hSQLconnection) IF lUseDistinctConnections WAIT WINDOW "Closing ODBC Connection for data source '" + m.cODBCDSN + "'..." NOWAIT NOCLEAR SQLDISCONNECT(m.hSQLconnection) m.hSQLconnection = 0 * SQLCONNECT needs to be called again ENDIF IF m.nSQLTABLES > 0 * create local table containing list of tables in db COPY TO (m.cImportData + "sys_tables") USE * convert each table to DBF USE (m.cImportData + "sys_tables") ALTER TABLE DBF("sys_tables") ; ADD COLUMN records i ; ADD COLUMN dbfname m
  4. Scan over each table, saving it to a DBF file. The function ODBCtoDBF stores the table in a DBF file and then opens a grid if the lBrowse parameter is set to true: FUNCTION ODBCtoDBF (cTableName as String, cTableType as String, lBrowse as Logical, lhSQLConnection as Integer) WAIT WINDOW ; "Converting " + m.cTableType + ' "' + m.cTableName + '" to DBF...' ; NOWAIT NOCLEAR ACTIVATE SCREEN * strip characters incompatible with FoxPro out of the name of the DBF file m.cTableAlias = "" m.nTableNameLen = LEN(m.cTableName) m.nTableNameStart = 1 FOR m.nTableNameStart = 1 TO m.nTableNameLen m.cCharacter = SUBSTR(m.cTableName, m.nTableNameStart, 1) IF !ISALPHA(m.cCharacter) .and. (m.nTableNameStart = 1 .or. !ISDIGIT(m.cCharacter)) m.cTableAlias = m.cTableAlias + "_" ELSE m.cTableAlias = m.cTableAlias + m.cCharacter ENDIF ENDFOR m.cFromTable = m.cTableName m.cTempViewAlias = m.cTableType + "_" + m.cTableAlias LOCAL loException as Exception LOCAL lnResultSets TRY * run query m.lnResultSets = SQLEXEC(m.lhSQLConnection, ; "SELECT * FROM " + m.cFromTable, ; m.cTempViewAlias, ; aSQLResult) IF m.lnResultSets#1 SET STEP ON ENDIF ACTIVATE SCREEN CATCH TO m.loException ACTIVATE SCREEN ? "Error opening " + m.cTempViewAlias + ":" ? m.loException.Message ? m.loException.Details ENDTRY IF !USED(m.cTempViewAlias) RETURN ENDIF * copy records from view cursor to disk SELECT * FROM (m.cTempViewAlias) ; INTO TABLE (m.cImportData + m.cTableAlias) IF USED(m.cTableAlias) ACTIVATE SCREEN FLUSH && flush the buffer to write the data to disk IF m.lBrowse * pop the table up on screen SELECT (m.cTableAlias) BROWSE NORMAL NOMODIFY NOWAIT ACTIVATE SCREEN ELSE * close on-disk table for now USE IN (m.cTableAlias) ACTIVATE SCREEN ENDIF ENDIF IF USED(m.cTempViewAlias) USE IN &cTempViewAlias && close SQL view ACTIVATE SCREEN ENDIF WAIT CLEAR ENDFUNC
  5. You can now save tables of Act CRM data as DBF files.

Below is the full code, in FoxPro 9 syntax:

PARAMETERS cODBCDSN, cDatabaseName, lBrowseAfterConvert * cODBCDSN The ODBC data source name, used for the name of the folder where the DBF tables are stored. * cDatabaseName The name of the FoxPro database to use. This database is created if it does not exist. The default is DATABASE_NAME. * * lBrowseAfterConvert If ".t." display each table with the BROWSE command after importing it. If ".f." close each table before moving on to the next one. #define ODBC_DATASOURCE "DataSourceName" #define DATABASE_NAME "odbcdata" m.m_tpath = ".\" && root directory for data ON ERROR SET SAFETY OFF IF VARTYPE(m.cODBCDSN)#"C" .or. EMPTY(m.cODBCDSN) m.cODBCDSN = ODBC_DATASOURCE ENDIF IF VARTYPE(m.cDatabaseName)#"C" .or. EMPTY(m.cDatabaseName) m.cDatabaseName = DATABASE_NAME ENDIF m.cImportData = m.cODBCDSN + "\" CLOSE TABLES ALL CLOSE DATABASES ALL IF !DIRECTORY(m.cImportData) MKDIR (m.cImportData) ENDIF CREATE DATABASE (m.cDatabaseName) CREATE CONNECTION (m.cDatabaseName) DATASOURCE (m.cODBCDSN) DATABASE (m.cDatabaseName) WAIT WINDOW "Opening ODBC Connection for data source '" + m.cODBCDSN + "'..." NOWAIT NOCLEAR m.hSQLconnection = SQLCONNECT(m.cODBCDSN) IF m.hSQLconnection > 0 * Connection successful; get list of tables WAIT WINDOW "Fetching tables for data source '" + m.cODBCDSN + "'..." NOWAIT NOCLEAR m.nSQLTABLES = SQLTABLES(m.hSQLconnection) IF m.nSQLTABLES > 0 * Create local table containing list of tables in db COPY TO (m.cImportData + "sys_tables") USE * Convert each table to DBF USE (m.cImportData + "sys_tables") ALTER TABLE DBF("sys_tables") ; ADD COLUMN records i ; ADD COLUMN dbfname m SCAN m.cCurrentTable = TRIM(sys_tables.table_name) m.cCurrentTableType = TRIM(sys_tables.table_type) && Valid values are "SYSTEMTABLE", "TABLE", and "VIEW". IF m.cCurrentTableType = "TABLE" or m.cCurrentTableType = "VIEW" ODBCtoDBF(m.cCurrentTable, m.cCurrentTableType, m.lBrowseAfterConvert, m.hSQLConnection) ELSE ACTIVATE SCREEN ? "ERROR:", m.cCurrentTable, "Couldn't open ODBC connection." =MESSAGEBOX("couldn't open data source " + m.cODBCDSN + " for table " + m.cCurrentTable + ".") ENDIF ENDSCAN BROWSE NORMAL NOWAIT ELSE =MESSAGEBOX("No tables found in data source " + m.cODBCDSN + ".") SET STEP ON ENDIF SQLDISCONNECT(m.hSQLconnection) ELSE =MESSAGEBOX("Could not open data source " + m.cODBCDSN + ".") SET STEP ON ENDIF FUNCTION ODBCtoDBF (cTableName as String, cTableType as String, lBrowse as Logical, lhSQLConnection as Integer) WAIT WINDOW ; "Converting " + m.cTableType + ' "' + m.cTableName + '" to DBF...' ; NOWAIT NOCLEAR ACTIVATE SCREEN * Strip characters incompatible with FoxPro out of the name of the DBF file m.cTableAlias = "" m.nTableNameLen = LEN(m.cTableName) m.nTableNameStart = 1 FOR m.nTableNameStart = 1 TO m.nTableNameLen m.cCharacter = SUBSTR(m.cTableName, m.nTableNameStart, 1) IF !ISALPHA(m.cCharacter) .and. (m.nTableNameStart = 1 .or. !ISDIGIT(m.cCharacter)) m.cTableAlias = m.cTableAlias + "_" ELSE m.cTableAlias = m.cTableAlias + m.cCharacter ENDIF ENDFOR m.cFromTable = m.cTableName m.cTempViewAlias = m.cTableType + "_" + m.cTableAlias LOCAL loException as Exception LOCAL lnResultSets TRY * Run query m.lnResultSets = SQLEXEC(m.lhSQLConnection, ; "SELECT * FROM " + m.cFromTable, ; m.cTempViewAlias, ; aSQLResult) IF m.lnResultSets#1 SET STEP ON ENDIF ACTIVATE SCREEN CATCH TO m.loException ACTIVATE SCREEN ? "Error opening " + m.cTempViewAlias + ":" ? m.loException.Message ? m.loException.Details ENDTRY IF !USED(m.cTempViewAlias) RETURN ENDIF * Copy records from view cursor to disk SELECT * FROM (m.cTempViewAlias) ; INTO TABLE (m.cImportData + m.cTableAlias) IF USED(m.cTableAlias) ACTIVATE SCREEN FLUSH && Flush the buffer to write the data to disk IF m.lBrowse * Display the table on screen SELECT (m.cTableAlias) BROWSE NORMAL NOMODIFY NOWAIT ACTIVATE SCREEN ELSE * Close on-disk table USE IN (m.cTableAlias) ACTIVATE SCREEN ENDIF ENDIF IF USED(m.cTempViewAlias) USE IN &cTempViewAlias && Close SQL view ACTIVATE SCREEN ENDIF WAIT CLEAR ENDFUNC