Automated Continuous Act CRM Replication to Snowflake

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.

1. Click Add Connection.
2. Select the Destinations tab and locate the Snowflake connector.
3. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the Snowflake connector. For more information about installing new connectors, see Connections in the Help documentation.
4. To connect to Snowflake, set the following connection properties:
   • Connection Name: Enter a connection name of your choice for the Snowflake connection.
   • Warehouse: Enter the name of your Snowflake warehouse.
   • URL: Enter the URL for your Snowflake database. CData Sync supports both Microsoft Azure and Amazon Web Services (AWS) instances:
     • AWS: https://MyAccount.Region.snowflakecomputing.com
     • Azure: https://MyAccount.Region.azure.snowflakecomputing.com
   • URL: Enter the URL of the Snowflake database instance, for example: https://myaccount.snowflakecomputing.com
   • Database: The name of the Snowflake database
   • Auth Scheme: Select the authentication scheme. The default auth scheme is Password. The auth schemes available for Snowflake are Password, OKTA, PrivateKey, AzureAD, OAuth, PingFederate, and External Browser.
   • User: Enter the username that you use to authenticate to Snowflake.
   • Password: Enter the password that you use to authenticate to Snowflake.
   • Schema: The schema of the Snowflake database.

5. Once connected, click Create & Test to create, test and save the connection.

You are now connected to Snowflake and can use it as both a source and a destination.

NOTE: You can use the Label feature to add a label for a source or a destination.

In this article, we will demonstrate how to load Act CRM data into Snowflake and utilize it as a destination.

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.

1. Click Add Connection.
2. Select a source (Act CRM).
3. 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:

   • 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.

   
4. Click Connect to Act CRM to ensure that the connection is configured properly.
5. Click Save & Test to save the 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, navigate to the Task tab in the Job, click Add Tasks, choose the table(s) from the list of Act CRM tables you wish to replicate into Snowflake, and click Add Tasks again.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication with the help of SQL queries.

Schedule Your Replication

Select the Overview tab in the Job, and click Configure under Schedule. You can schedule a job to run automatically by configuring it to run at specified intervals, ranging from once every 10 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.

Run the Replication Job

Once all the required configurations are made for the job, select the Act CRM table you wish to replicate and click Run. After the replication completes successfully, a notification appears, showing the time taken to run the job and the number of rows replicated.

Free Trial & More Information

Now that you have seen how to replicate Act CRM data into Snowflake, visit our CData Sync page to explore more about CData Sync and download a free 30-day trial. Start consolidating your enterprise data today!

As always, our world-class Support Team is ready to answer any questions you may have.