Connect to AgileCRM Data in ACL Analytics

ACL Analytics, part of Diligent HighBond, is a powerful data analysis software primarily used for audit, risk management, and compliance. It enables professionals to examine and analyze large volumes of data to identify anomalies, trends, and potential risks or fraudulent activities.

CData Connect AI offers a dedicated cloud-to-cloud interface for AgileCRM, enabling analytics directly from live AgileCRM data within ACL Analytics, all without the need for data replication to a native database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to AgileCRM. This leverages server-side processing to swiftly deliver the requested AgileCRM data.

Configure AgileCRM Connectivity for ACL Analytics

Connectivity to AgileCRM from ACL Analytics is made possible through CData Connect AI. To work with AgileCRM data from ACL Analytics, we start by creating and configuring a AgileCRM connection in CData Connect AI.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "AgileCRM" from the Add Connection panel

3. Enter the necessary authentication properties to connect to AgileCRM. Enter the necessary authentication properties to connect to AgileCRM.

   Start by setting the Profile connection property to the location of the AgileCRM Profile on disk (e.g. C:\profiles\Agilecrm.apip). Next, set the ProfileSettings connection property to the connection string for AgileCRM (see below).

   AgileCRM API Profile Settings

   Log in to AgileCRM and go to Admin Settings > Developers & API > REST API to find your API key. Your domain is the subdomain from your AgileCRM account URL.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add AgileCRM Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to AgileCRM data from ACL Analytics.

Connect to AgileCRM from ACL Analytics

The steps below outline connecting to CData Connect AI from ACL Analytics to create a new AgileCRM data source. The CData Connect AI Virtual SQL Server allows you to establish a connection to your data from integration tools that support connections to SQL servers. The Virtual SQL Server mimics the behavior of a traditional SQL server, and it supports a range of query options.

1. With your Analytics File open, select 'Import' --> 'Database and application'
2. Create a new SQL Server connection
3. Set the connection information
   • Server: tds.cdata.com
   • Port: 14333
   • Auth Scheme: Password
   • Username: a Connect AI user, for example, [email protected]
   • Password: the PAT for the above Connect AI user
   • Database: the name of your AgileCRM connection, for example, API1
   
4. Click "Test Connection"
5. Click "OK"
6. You are now ready to work with your AgileCRM data in ACL Analytics!

Live connections to AgileCRM data from your applications

ACL Analytics can now connect to live AgileCRM data directly through Connect AI, allowing you to analyze AgileCRM data without duplicating it.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your applications, try CData Connect AI today!