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CData Sync

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Replicate Multiple Act CRM Accounts


Replicate multiple Act CRM accounts to one or many databases.

CData Sync for Act CRM is a stand-alone application that provides solutions for a variety of replication scenarios such as replicating sandbox and production instances into your database. Both Sync for Windows and Sync for Java include a command-line interface (CLI) that makes it easy to manage multiple Act CRM connections. In this article we show how to use the CLI to replicate multiple Act CRM accounts.

Configure Act CRM Connections

You can save connection and email notification settings in an XML configuration file. To replicate multiple Act CRM accounts, use multiple configuration files. Below is an example configuration to replicate Act CRM to SQLite:

Windows

<?xml version="1.0" encoding="UTF-8" ?> <CDataSync> <DatabaseType>SQLite</DatabaseType> <DatabaseProvider>System.Data.SQLite</DatabaseProvider> <ConnectionString>URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;</ConnectionString> <ReplicateAll>False</ReplicateAll> <NotificationUserName></NotificationUserName> <DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString> <TaskSchedulerStartTime>09:51</TaskSchedulerStartTime> <TaskSchedulerInterval>Never</TaskSchedulerInterval> </CDataSync>

Java

<?xml version="1.0" encoding="UTF-8" ?> <CDataSync> <DatabaseType>SQLite</DatabaseType> <DatabaseProvider>org.sqlite.JDBC</DatabaseProvider> <ConnectionString>URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;</ConnectionString> <ReplicateAll>False</ReplicateAll> <NotificationUserName></NotificationUserName> <DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString> </CDataSync>

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 Queries for Each Act CRM Instance

Sync enables you to control replication with standard SQL. The REPLICATE statement is a high-level command that caches and maintains a table in your database. You can define any SELECT query supported by the Act CRM API. The statement below caches and incrementally updates a table of Act CRM data:

REPLICATE Activities;

You can specify a file containing the replication queries you want to use to update a particular database. Separate replication statements with semicolons. The following options are useful if you are replicating multiple Act CRM accounts into the same database:

You can use a different table prefix in the REPLICATE SELECT statement:

REPLICATE PROD_Activities SELECT * FROM Activities

Alternatively, you can use a different schema:

REPLICATE PROD.Activities SELECT * FROM Activities

Run Sync

After you have configured the connection strings and replication queries, you can run Sync with the following command-line options:

Windows

ActCRMSync.exe -g MyProductionActCRMConfig.xml -f MyProductionActCRMSync.sql

Java

java -Xbootclasspath/p:c:\sqlitejdbc.jar -jar ActCRMSync.jar -g MyProductionActCRMConfig.xml -f MyProductionActCRMSync.sql