Automated Continuous Act CRM Replication to MySQL

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Act CRM data into your MySQL instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure MySQL as a Replication Destination

Using CData Sync, you can replicate Act CRM data to MySQL. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection. 👁 Add a new connection.
   
2. Select the Destinations tab and locate the MySQL connector. 👁 Configure a Destination connection to MySQL.
   
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 MySQL connector. For more information about installing new connectors, see Connections in the Help documentation.
4. To connect to MySQL, set the following connection properties:
   • Connection Name: Enter a connection name of your choice for the MySQL connection.
   • Server: Enter the IP address or domain name of the server you want to connect to.
   • Port: Enter the port where the server is running.
   • Auth Scheme: Select the Auth Scheme as Password. The available auth schmes for MySQL are Password, NLTM, AzureAD, AzurePassword, AzureMSI, AwsIAMRoles, AwsEC2Roles, and LDAP.
   • User: Enter the username of a user with read/write access to the database.
   • Password: Enter the password of a user with read/write access to the database.
   • Database: Enter the name of the database.
👁 Enter the connection details.

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

You are now connected to MySQL 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.

👁 Add a label.

In this article, we will demonstrate how to load Act CRM data into MySQL 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 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.

   👁 Configuring a Source connection (Salesforce is shown).
   
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.

👁 Select Source and Destination connections for the 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 MySQL, and click Add Tasks again.

👁 Choose entire tables to replicate (Salesforce is shown).

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. 👁 Configure a replication Transform.

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.

👁 Schedule your job to run automatically.

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 MySQL.

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.

👁 Run the job.

Free Trial & More Information

Now that you have seen how to replicate Act CRM data into MySQL, 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.