Integrate Act CRM Data in Your Informatica Cloud Instance

Informatica Cloud allows you to perform extract, transform, and load (ETL) tasks in the cloud. With the Cloud Secure Agent and the CData JDBC Driver for Act CRM, you get live access to Act CRM data, directly within Informatica Cloud. In this article, we will walk through downloading and registering the Cloud Secure Agent, connecting to Act CRM through the JDBC Driver and generating a mapping that can be used in any Informatica Cloud process.

Informatica Cloud Secure Agent

To work with the Act CRM data through the JDBC Driver, install the Cloud Secure Agent.

1. Navigate to the Administrator page in Informatica Cloud 👁 Image
   
2. Select the Runtime Environments tab
3. Click "Download Secure Agent" 👁 Image
   
4. Make note of the Install Token 👁 Image
   
5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token 👁 Image
   

NOTE: It may take some time for all of the Cloud Secure Agent services to get up and running.

Connecting to the Act CRM JDBC Driver

With the Cloud Secure Agent installed and running, you are ready to connect to Act CRM through the JDBC Driver.

Adding the JDBC Driver to the Secure Agent Machine

1. Navigate to the following directory on the Secure Agent machine:

   %Secure Agent installation directory%/ext/connectors/thirdparty/

2. Create a folder and add the driver JAR file (cdata.jdbc.actcrm.jar) based on the type of mapping that you want to configure.

   For mappings, create the following folder and add the driver JAR file:

   informatica.jdbc_v2/common

   For mappings in advanced mode, also create the following folder and add the driver JAR file:

   informatica.jdbc_v2/spark

3. Restart the Secure Agent.

Connecting to Act CRM in Informatica Cloud

After installing the driver JAR file, you are ready to configure your connection to Act CRM in Informatica Cloud. Start by clicking the Connections tab and clicking New Connection. Fill in the following properties for the connection:

• Connection Name: Name your connection (i.e.: CData Act CRM Connection)
• Type: Select "JDBC_V2"
• Runtime Environment: Select the runtime environment where you installed the Secure Agent
• JDBC Driver Class Name: The name of the JDBC driver class: cdata.jdbc.actcrm.ActCRMDriver
• JDBC Connection URL: Set this to the JDBC URL for Act CRM. Your URL will look similar to the following:
  
  

  jdbc:actcrm:URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;

  The and 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 to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

    Additionally, you must specify the 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 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 property to store the metadata locally.

  Built-In Connection String Designer

  For assistance in constructing the JDBC URL, use the connection string designer built into the Act CRM JDBC Driver. Either double-click the .jar file or execute the .jar file from the command-line.

   java -jar cdata.jdbc.actcrm.jar
   

  Fill in the connection properties and copy the connection string to the clipboard.

  👁 Using the built-in connection string designer to generate a JDBC URL (Google Sheets is shown.)
  
• Username: Set this to the username for Act CRM
• Password: Set this to the password for Act CRM

👁 Configuring the Connection (Google Sheets is shown.

Create a Mapping for Act CRM Data

With the connection to Act CRM configured, we can now access Act CRM data in any Informatica process. The steps below walk through creating a mapping for Act CRM to another data target.

1. Navigate to the Data Integration page 👁 Image
   
2. Click New.. and select Mapping from the Mappings tab 👁 Image
   
3. Click the Source Object and in the Source tab, select the Connection and set the Source Type 👁 Selecting the Source Connection and Source Type
   
4. Click "Select" to choose the table to map 👁 Selecting the Source Object
   
5. In the Fields tab, select the fields from the Act CRM table to map 👁 Selecting Source Fields to map
   
6. Click the Target object and configure the Target source, table and fields. In the Field Mapping tab, map the source fields to the target fields. 👁 Selecting the Target Field Mappings
   

With the mapping configured, you are ready to start integrating live Act CRM data with any of the supported connections in Informatica Cloud. Download a free, 30-day trial of the CData JDBC Driver for Act CRM and start working with your live Act CRM data in Informatica Cloud today.