Access Act CRM Data in Mule Applications Using the CData JDBC Driver

The CData JDBC Driver for Act CRM connects Act CRM data to Mule applications enabling read , write, update, and delete functionality with familiar SQL queries. The JDBC Driver allows users to easily create Mule applications to backup, transform, report, and analyze Act CRM data.

This article demonstrates how to use the CData JDBC Driver for Act CRM inside of a Mule project to create a Web interface for Act CRM data. The application created allows you to request Act CRM data using an HTTP request and have the results returned as JSON. The exact same procedure outlined below can be used with any CData JDBC Driver to create a Web interface for the hundreds of available data sources.

1. Create a new Mule Project in Anypoint Studio.
2. Add an HTTP Connector to the Message Flow.
3. Configure the address for the HTTP Connector. 👁 Add and Configure the HTTP Connector
   
4. Add a Database Select Connector to the same flow, after the HTTP Connector.
5. Create a new Connection (or edit an existing one) and configure the properties.
   • Set Connection to "Generic Connection"
   • Select the CData JDBC Driver JAR file in the Required Libraries section (e.g. cdata.jdbc.actcrm.jar). 👁 Adding the JAR file (Salesforce is shown).
     
   • Set the URL to the connection string for Act CRM

     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.

   • Set the Driver class name to cdata.jdbc.actcrm.ActCRMDriver. 👁 A configured Database Connection (Salesforce is shown).
     
   • Click Test Connection.
6. Set the SQL Query Text to a SQL query to request Act CRM data. For example:

   SELECT ActivityDisplayName, Subject FROM Activities

   👁 Configure the Select object (Salesforce is Shown)
   
7. Add a Transform Message Component to the flow.
8. Set the Output script to the following to convert the payload to JSON:

   %dw 2.0
   output application/json
   ---
   payload
    

   👁 Add the Transform Message Component to the Flow
   
9. To view your Act CRM data, navigate to the address you configured for the HTTP Connector (localhost:8081 by default): http://localhost:8081. The Act CRM data is available as JSON in your Web browser and any other tools capable of consuming JSON endpoints.

At this point, you have a simple Web interface for working with Act CRM data (as JSON data) in custom apps and a wide variety of BI, reporting, and ETL tools. Download a free, 30 day trial of the JDBC Driver for Act CRM and see the CData difference in your Mule Applications today.