How to Easily Query Act CRM Data in OpenOffice Base

Apache OpenOffice Base is a versatile, free database tool that makes connecting and managing data easy. With CData ODBC Driver for Act CRM, you can seamlessly integrate and query live Act CRM data, bringing real-time insights directly into OpenOffice.

This guide simplifies the setup, showing you how to connect Act CRM to OpenOffice Base so you can easily generate reports, analyze trends, and make informed decisions right within your familiar workspace.

Overview

Here is an overview of the steps:

1. CONFIGURE: Configure the DSN for Act CRM data in the CData ODBC Driver for Act CRM, using the required connection properties.
2. CONNECT: Set up the ODBC connection in OpenOffice Base using the configured DSN.
3. IMPORT: Once connected, review the available metadata and tables.
4. CREATE: Create a report based on the queried Act CRM data data.

Configure the Act CRM DSN Using the CData ODBC Driver for Act CRM

To start, configure the DSN (Data Source Name) for Act CRM data in your system using the CData ODBC Driver for Act CRM. Download and install a 30-day free trial with all the features from here.

Once installed, launch the ODBC Data Source Administrator:

• On Windows: Search for ODBC Data Source Administrator in the Start menu and open the application.
• On Mac: Open Applications, go to Utilities, and select ODBC Manager.
• On Linux: Use the command line to launch ODBC Data Source Administrator or use unixODBC if installed.

Once launched, double-click on the CData Act CRM data Source and enter the required values to establish a connection:

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.

Setup an ODBC Connection in OpenOffice Base

Once you've set up the DSN, it's time to connect to it in OpenOffice Base and start querying data:

• Launch OpenOffice Base and select Database from the home screen.
• In the Database Wizard, choose ODBC from the 'Connect to an existing database' option and click Next.
• Click Browse to locate and select the DSN you created, then click OK.
• Enter the username associated with the DSN, click Test Connection to verify, and then click Next.
• Finally, click Finish to save the new database file to your desired directory. This will connect OpenOffice Base to your live Act CRM data data, ready for querying and analysis.

Your connection is now established — ready to query and analyze data seamlessly within OpenOffice Base.

Review the Metadata and Tables

After the database file is created and the connection is established, the table list will automatically display all available Act CRM data objects.

• Review the Act CRM data Object List: In the left pane, click on Tables to view the Act CRM data objects now available within OpenOffice Base.
• View Object Data: Click on any object to view its contents. The Act CRM data data will display directly within OpenOffice Base, allowing you to review records and fields with ease.

That's it! You have now successfully established a connection to Act CRM data in OpenOffice Base, with data readily available for analysis and reporting.

Create a Report

Now, let's generate a report based on your Act CRM data data.

• Open your database and go to the Reports tab, then select Create Report Using Wizard.
• In the Report Wizard, choose the Act CRM data table from the Table or Query section. Select the columns from Available Fields that you want to include in your report and move them to the Fields in Report section using the arrows.
• After configuring the fields, click Finish to generate your report.
• Analyze, adjust, save, and publish the report as needed.

Your report is now created, drawing live data directly from Act CRM data, and ready for analysis.

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