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Query Act CRM Data in MySQL Workbench

Execute MySQL queries against live Act CRM data from MySQL Workbench.

You can use the SQL Gateway from the ODBC Driver for Act CRM to query Act CRM data through a MySQL interface. Follow the procedure below to start the MySQL remoting service of the SQL Gateway and work with live Act CRM data in MySQL Workbench.

Connect to Act CRM Data

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

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.

Configure the SQL Gateway

See the SQL Gateway Overview to set up connectivity to Act CRM data as a virtual MySQL database. You will configure a MySQL remoting service that listens for MySQL requests from clients. The service can be configured in the SQL Gateway UI.

Query Act CRM from MySQL Workbench

The steps below outline connecting to the virtual Act CRM database created in the SQL Gateway from MySQL Workbench and issuing basic queries to work with live Act CRM data.

Connect to Act CRM through the SQL Gateway

  1. In MySQL Workbench, click to add a new MySQL connection.
  2. Name the connection (CData SQL Gateway for Act CRM).
  3. Set the Hostname, Port, and Username parameters to connect to the SQL Gateway.
  4. Click Store in Vault to set and store the password.
  5. Click Test Connection to ensure the connection is configured properly and click OK.

Query Act CRM Data

  1. Open the connection you just created (CData SQL Gateway for Act CRM).
  2. Click File -> New Query Tab.
  3. Write a SQL query to retrieve Act CRM data, like SELECT * FROM `CData ActCRM Sys`.Activities;

With access to live Act CRM data from MySQL Workbench, you can easily query and update Act CRM, just like you would a MySQL database. Get started now with a free, 30-day trial of the CData ODBC Driver for Act CRM and the CData SQL Gateway.