Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Act CRM data into your Snowflake instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.
Configure Snowflake as a Replication Destination
Using CData Sync, you can replicate Act CRM data to Snowflake. To add a replication destination, navigate to the Connections tab.
- Click Add Connection.
- Select Snowflake as a destination.
- Enter the necessary connection properties. To connect to Snowflake, set the following:
- User: The username provided for authentication with the Snowflake database
- Password: The Snowflake user's password
- AuthScheme: The authentication scheme used. Accepted entries are PASSWORD, OKTA
- Account: The Account provided for authentication with Snowflake
- URL: the URL of the Snowflake database instance, for example: https://myaccount.snowflakecomputing.com
- Warehouse: The name of the Snowflake warehouse
- Database: The name of the Snowflake database
- Schema: The schema of the Snowflake database
- Click Test Connection to ensure that the connection is configured properly.
- Click Save Changes.
Configure the Act CRM Connection
You can configure a connection to Act CRM from the Connections tab. To add a connection to your Act CRM account, navigate to the Connections tab.
- Click Add Connection.
- Select a source (Act CRM).
- Configure the connection properties.
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:
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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.
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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.
- Click Connect to ensure that the connection is configured properly.
- Click Save Changes.
Configure Replication Queries
CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.
Replicate Entire Tables
To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.
Customize Your Replication
You can use the Transform feature to customize your replication. The Transform feature allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. To customize your replication, click the Transform button in the Tables section and customize the replication.
Schedule Your Replication
In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 15 minutes to once every month.
Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Act CRM data to Snowflake.