Version 24.2.8980

• Add the Act-On Connector
• Authenticate to Act-On
• Complete Your Connection
• More Information

You can use the Act-On connector from the CData Sync application to capture data from Act-On and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Add the Act-On Connector

To enable Sync to use data from Act-On, you first must add the connector, as follows:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the Act-On row.

4. 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 Act-On connector. For more information about installing new connectors, see Connections.

Authenticate to Act-On

After you add the connector, you need to set the required properties.

On the New Connection page, enter the connection name of your choice.

Complete Your Connection

To complete your connection:

1. (Optional) For Type Detection Scheme, select the detection scheme that you want to use to determine the data type of columns.

   • None - Select this detection scheme to return all columns as the string type.

   • RowScan (default) - Select this detection scheme to determine the data type heuristically.

2. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

3. Click Connect to Act-On to connect to your Act-On account.

4. Click Create & Test to create your connection.

More Information

For more information about interactions between CData Sync and Act-On, see Act-On Connector for CData Sync.