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Using the CData ODBC Driver for Act CRM in PyCharm

Connect to Act CRM as an ODBC data source in PyCharm using the CData ODBC Driver for Act CRM.

The CData ODBC Drivers can be used in any environment that supports loading an ODBC Driver. In this tutorial we will explore using the CData ODBC Driver for Act CRM from within PyCharm. Included are steps for adding the CData ODBC Driver as a data source, as well as basic PyCharm code to query the data source and display results.

To begin, this tutorial will assume that you have already installed the CData ODBC Driver for Act CRM as well as PyCharm.

Add Pyodbc to the Project

Follow the steps below to add the pyodbc module to your project.

  1. Click File -> Settings to open the project settings window.
  2. Click Project Interpreter from the Project: YourProjectName menu.
  3. To add pyodbc, click the + button and enter pyodbc.
  4. Click Install Package to install pyodbc.

Connect to Act CRM

You can now connect with an ODBC connection string or a DSN. See the Getting Started section in the CData driver documentation for a guide to creating a DSN on your OS.

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.

Below is the syntax for a DSN:

[CData ActCRM Source] Driver = CData ODBC Driver for Act CRM Description = My Description URL = https://myActCRMserver.com User = myUser Password = myPassword ActDatabase = MyDB

Execute SQL to Act CRM

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

import pyodbc cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for ActCRM};URL = https://myActCRMserver.com;User = myUser;Password = myPassword;ActDatabase = MyDB;') cursor = cnxn.cursor() cursor.execute("SELECT ActivityDisplayName, Subject FROM Activities WHERE Subject = 'Sample subject'") rows = cursor.fetchall() for row in rows: print(row.ActivityDisplayName, row.Subject)

After connecting to Act CRM in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to Act CRM data as if it were a standard database. If you have any questions, comments, or feedback regarding this tutorial, please contact us at support@cdata.com.