TDV Adapter for Act! CRM

Build 21.0.8137

Data Model

ActCRM Adapter models entities in the Act! CRM Premium APIs as relational Views. The adapter models Act! Premium on-premises and Act! Premium Cloud accounts as relational databases, surfacing Contacts, Activities, Opportunities, and other objects as database tables. Act! Premium for Desktop is also supported; however, a subscription is required to use the API.

Views

The views are defined in schema files, .rsd files with a simple format that makes them easy to edit. Set the Location property to the path to the folder containing the .rsd files.

Using Collaborative Query Processing

The adapter offloads as much of the SELECT statement processing as possible to the ActCRM APIs and then processes the rest of the query within the adapter. The following sections document API limitations and requirements.

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Build 21.0.8137