Act! CRM Connector for CData Sync

Build 22.0.8479
  • Act! CRM
    • 接続の確立
    • 高度な機能
      • SSL の設定
      • ファイアウォールとプロキシ
    • データモデル
      • テーブル
        • Activities
        • Companies
        • ContactNotes
        • Contacts
        • GroupContacts
        • Groups
        • Notes
        • Opportunities
        • OpportunityCompanies
        • OpportunityContacts
        • OpportunityGroups
        • OpportunityProducts
        • Products
      • ビュー
        • ActivityCompanies
        • CompanyContacts
        • CompanyNotes
        • ContactActivities
        • ContactGroups
        • GroupNotes
        • OpportunityNotes
    • 接続文字列オプション
      • Authentication
        • ActCloudName
        • ActDatabase
        • URL
        • ActEdition
        • User
        • Password
      • SSL
        • SSLServerCert
      • Firewall
        • FirewallType
        • FirewallServer
        • FirewallPort
        • FirewallUser
        • FirewallPassword
      • Proxy
        • ProxyAutoDetect
        • ProxyServer
        • ProxyPort
        • ProxyAuthScheme
        • ProxyUser
        • ProxyPassword
        • ProxySSLType
        • ProxyExceptions
      • Logging
        • LogModules
      • Schema
        • Location
        • BrowsableSchemas
        • Tables
        • Views
      • Miscellaneous
        • IncludeCustomFields
        • MaxRows
        • Other
        • Pagesize
        • PseudoColumns
        • RowScanDepth
        • Timeout
        • TypeDetectionScheme
        • UserDefinedViews

Act! CRM Connector for CData Sync

概要

CData Sync App は、Act! CRM データをデータベース、データレイク、またはデータウェアハウスに継続的にパイプライン化する簡単な方法を提供し、分析、レポート、AI、および機械学習で簡単に利用できるようにします。

Act! CRM コネクタはCData Sync アプリケーションから使用可能で、Act! CRM からデータを取得して、サポートされている任意の同期先に移動できます。

Act! CRM Connector for CData Sync

接続の確立

Sync App アプリケーションの接続 ページに移動し、接続の追加 パネルで対応するアイコンを選択して、Act! CRM への接続を作成します。Act! CRM アイコンが利用できない場合は、Add More アイコンをクリックしてCData サイトからAct! CRM コネクタをダウンロードおよびインストールします。

必須プロパティは［設定］タブにリストされています。［Advanced］タブには、通常は必要ない接続プロパティが表示されます。

Act! CRM への接続

Act! CRM またはAct! Premium Cloud のどちらかに接続します。接続するには以下を設定します。

  • User：Act! データベースへの認証に使われるユーザー名。
  • Password：Act! データベースへの認証に使われるパスワード。
  • URL：Act! CRM アカウントがホストされているURL。例：http://serverName/
  • ActDatabase：接続するAct! データベース名。これは、アカウントのAbout Act! Premium メニューに移動し、ページ右上にある? メニューで確認できます。表示されたウィンドウにあるDatabase Name を使用します。
  • ActCloudName（Act! Premium Cloud のみ）：Act! Premium Cloud アカウントに割り当てられたハンドル。オンラインアカウントをオープンすると、ブラウザのアドレス欄にhttps://eup1-iis-04.eu.hosted.act.com/ActCloudName という形式で表示されています。

Act! CRM Connector for CData Sync

高度な機能

このセクションでは、Act! CRM Sync App の高度な機能を厳選して説明します。

ユーザー定義ビュー

Sync App を使用すると、事前設定されたクエリによって内容が決定されるユーザー定義ビューと呼ばれる仮想テーブルを定義できます。 このビューは、ドライバーに発行されるクエリを直接制御できない場合に有効です。 カスタムビューの作成と設定の概要については、ユーザー定義ビュー を参照してください。

SSL の設定

SSL の設定 を使用して、Sync App が証明書のネゴシエーションをどのように扱うかを調整します。さまざまな証明書形式を選択できます。 詳しくは、接続文字列オプションにあるSSLServerCert プロパティを参照してください。

ファイアウォールとプロキシ

Windows プロキシとHTTP プロキシを含むファイアウォールとプロキシ に合致するようSync App を設定します。トンネル接続を設定することもできます。

クエリ処理

Sync App は、Act! CRM にできるだけ多くのSELECT ステートメント処理をオフロードし、残りのクエリをクライアント側のインメモリで処理します。

詳しくはクエリ処理 を参照してください。

ログ

CData ログを調整するために使用可能な設定の概要については、ログ を参照してください。基本的なロギングでは、 次の2つの接続プロパティを設定するだけです。LogModules 接続プロパティを使用してログに記録する情報のサブセットを選択できる、 より洗練されたロギングをサポートする多数の機能があります。

Act! CRM Connector for CData Sync

SSL の設定

SSL 設定のカスタマイズ

デフォルトでは、Sync App はサーバーの証明書をシステムの信頼できる証明書ストアと照合してSSL / TLS のネゴシエーションを試みます。

別の証明書を指定するには、利用可能なフォーマットについてSSLServerCert プロパティを参照してください。

Act! CRM Connector for CData Sync

ファイアウォールとプロキシ

Firewall またはProxy 経由の接続

HTTP プロキシ

Windows のシステムプロキシ経由の接続では、接続プロパティを追加で設定する必要はありません。他のプロキシに接続するには、ProxyAutoDetect をfalse に設定します。

さらにHTTP プロキシへの認証には、ProxyServer とProxyPort に加えてProxyAuthScheme、ProxyUser、およびProxyPassword を設定します。

その他のプロキシ

次のプロパティを設定します。

  • プロキシベースのファイヤーウォールを使用するには、FirewallType、FirewallServer、およびFirewallPort を設定します。
  • 接続をトンネルするには、FirewallType をTUNNEL に設定します。
  • 認証するには、FirewallUser とFirewallPassword を設定します。
  • SOCKS プロキシへの認証には、さらにFirewallType をSOCKS5 に設定します。

Act! CRM Connector for CData Sync

データモデル

CData Sync App は、Act! CRM Premium API をリレーショナルビュー としてモデル化します。 Sync App は、Act! Premium on-premise とAct! Premium Cloud アカウントをリレーショナルデータベースとしてモデル化し、Contacts、Activities、Opportunities、およびその他のオブジェクトをデータベーステーブルとして表示します。Act! Premium for Desktop もサポートされていますが、API を使用するにはサブスクリプションが必要です。

ビュー

ビューはスキーマファイル、.rsd ファイルでシンプルな形式で定義されており、編集は簡単です。Location プロパティを.rsd ファイルを有するフォルダへのパスに設定します。

Act! CRM Connector for CData Sync

テーブル

Sync App はAct! CRM のデータを、標準のSQL ステートメントを使用してクエリできるテーブルのリストにモデル化します。

一般的には、Act! CRM テーブルのクエリは、リレーショナルデータベースのテーブルのクエリと同じです。時には特別なケースもあります。例えば、テーブルの特定のカラムデータを取得するために特定のカラムをWHERE 句に含める必要がある場合などです。これは通常、特定のカラムを取得するために行ごとに個別のリクエストを行う必要がある場合に必要です。これらの特別な状況は、以下にリンクされているテーブルページの上部に明確に文書化されています。

Act! CRM Connector for CData Sync テーブル

Name Description
Activities Create, update, delete and query the Activities in your Act! CRM database.
Companies Create, update, delete and query the Companies created in your Act! CRM database.
ContactNotes Query and delete the Notes for a given Act! CRM Contact.
Contacts Create, update, delete and query the Contacts in your Act! CRM database.
GroupContacts Query and delete the Contacts belonging to a Group.
Groups Create, update, delete and query the Groups participating in your Act! CRM database.
Notes Create, update, delete and query the Notes in your Act! CRM database.
Opportunities Create, update, delete and query the Opportunities in your Act! CRM database.
OpportunityCompanies Query and delete the Companies related to an Act! CRM opportunity.
OpportunityContacts Query and delete the Contacts associated with an Opportunity.
OpportunityGroups Query and delete the Act! CRM Groups associated with an Opportunity.
OpportunityProducts Update, delete and query the Products associated with an Opportunity.
Products Create, update, delete and query the Products in your Act! CRM database.

Act! CRM Connector for CData Sync

Activities

Create, update, delete and query the Activities in your Act! CRM database.

Table Specific Information

Select

  • Id supports the '=' operator.
  • Subject supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Created supports the '<=,<,=,!=,>,>=' operator.
  • ActivityPriorityName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ActivityTypeName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentDisplayName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileSize supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentFileSizeDisplay supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileType supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentLastModified supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentPersonal supports the '=' operator.
  • Details supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Edited supports the '<=,<,=,!=,>,>=' operator.
  • EndTime supports the '<=,<,=,!=,>,>=' operator.
  • IsCleared supports the '=' operator.
  • IsPrivate supports the '=' operator.
  • IsTimeless supports the '=' operator.
  • Location supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecurSpecFrequency supports the '<=,<,=,!=,>,>=' operator.
  • RecurSpecIsEndless supports the '=' operator.
  • RecurSpecMonth supports the '<=,<,=,!=,>,>=' operator.
  • RecurSpecRecurType supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecurSpecSeriesEnd supports the '<=,<,=,!=,>,>=' operator.
  • RecurSpecSeriesStart supports the '<=,<,=,!=,>,>=' operator.
  • StartTime supports the '<=,<,=,!=,>,>=' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side: 
SELECT * FROM Activities WHERE Location = 'London'

SELECT * FROM Activities WHERE Subject = 'Team meeting'

Insert

To insert a activity, you must specify atleast one contact, start time and end time. 

INSERT INTO Activities(ContactsAggregate, StartTime, EndTime) VALUES ('123456', '2020-01-27 10:00:000', '2020-01-31 10:00:00')

Update

Any column where ReadOnly=False can be updated. Specify the Activity Id when updating a group 

UPDATE Activities SET ActivityPriorityId = 1, isPrivate = false WHERE Id = '12345'

Delete

Activities can be deleted by providing an Id and issuing a DELETE statement. 

DELETE FROM Activities WHERE Id = '12345'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type ReadOnly Description
Id [KEY] String True

A unique identifier that represents the activity.

ActivityPriorityId Integer False

Activity Priority value

ActivityPriorityName String False

Displays the priority of the activity.

ActivityTypeName String True

Displays the type of the activity.

AttachmentDisplayName String False

Gets presentation name of the attachment.

AttachmentFileExtension String False

Gets the extension of the Attachment

AttachmentFileName String False

Gets a string representing the directory's full path.

AttachmentFileSize Int False

Gets the size (bytes) of the attachments.

AttachmentFileSizeDisplay String False

Gets the displayable text representation of the attachment

AttachmentFileType String False

Gets the registered system file type name of the attachment

AttachmentLastModified Datetime False

Gets the last modified date of the attachment

AttachmentPersonal Bool False

Indicates whether the attachment is bound for the personal supplemental files or the workgroup supplemental files.

CompaniesAggregate String False

List of companies that are associated to this activity.

ContactsAggregate String False

List of contacts that are associated to this activity.

Created Datetime True

The date and time the activity was created.

Details String False

Additional detailed information about the activity.

Edited Datetime True

The date and time the activity was last updated.

EndTime Datetime False

The time the activity is to end

GroupsAggregate String False

List a groups that are associated to this activity.

IsCleared Bool False

Indicates that the activity has been cleared.

IsPrivate Bool False

Indicates elevated security that only the creator/owner has access to this activity.

IsTimeless Bool False

Indicates whether a specifies action is to be completed at a specific time-of-day.

Location String False

Describes the physical location that the activity is to take place.

OpportunitiesAggregate String False

List a opportunities that are associated to this activity.

RecurSpecDayDayAsInt Int False

An integer representation of the day of the week portion of a recurrence pattern.

RecurSpecDayDaysOfWeek String False

Representation of the day of the week portion of a recurrence pattern.

RecurSpecDayDayType String False

Describing the day-portion of the recurrence pattern.

RecurSpecDayOrdinal String False

Describes recurrence in relative terms for certain recurrence patterns (i.e. First, Third, Last) .

RecurSpecDayTypedDay String False

Describing the TypedDay (Day, WeekDay or Weekend Day) for the recurrence pattern when DayType is

RecurSpecFrequency Int False

Represents how often for the recurrence patterns

RecurSpecIsEndless Bool False

Flag denoting whether an end date has been specified for the pattern. Note: If false, the following defaults are used: For Daily and Weekly: 2 years beyond the start date For Monthly and Yearly: June 6, 2073.

RecurSpecMonth Int False

Represents the specific month for certain recurrence patterns

RecurSpecRecurType String False

Represents a unit of time used to separate recurences (i.e. Daily, Weekly, Monthly, Yearly).

RecurSpecSeriesEnd Datetime False

Specifiying the ending time for a given day.

RecurSpecSeriesStart Datetime False

Specifiying the starting time for a given day.

ScheduledBy String True

The contact who created this activity.

ScheduledFor String False

The name of the activity's organizer.

SeriesID String True

A unique identifier that represents the activity. The id that is returned is based on if it is a recurring or not. Recurrent activity: RecurSourceActivityId or Single Occurence activity: ActivityID

StartTime Datetime False

The time the activity is to begin

Subject String False

A description of the action to be completed.

Act! CRM Connector for CData Sync

Companies

Create, update, delete and query the Companies created in your Act! CRM database.

Table Specific Information

Select

  • Id supports the '=' operator.
  • Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Division supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Fax supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • FaxExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
  • IdStatus supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Industry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • NumberOfEmployees supports the '<=,<,=,!=,>,>=' operator.
  • Phone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • PhoneExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ReferredBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Region supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Revenue supports the '<=,<,=,!=,>,>=' operator.
  • ShippingAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • SicCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Territory supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • TickerSymbol supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • TollFreeExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • TollFreePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Website supports the '<=,<,=,!=,>,>=,CONTAINS' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side: 

SELECT * FROM Companies WHERE Id = '12345'

SELECT * FROM Companies WHERE Name = 'TSS company'

Insert

To insert a company, you need to specify the Company Name 

INSERT INTO Companies (Name) VALUES ('New Company')

Update

Any column where ReadOnly=False can be updated. Specify the Company Id when updating a group 

UPDATE Companies SET AddressCity = 'Bangalore', AddressCountry = 'India' WHERE Id = '12345'

Delete

Companies can be deleted by providing an Id and issuing a DELETE statement. 

DELETE FROM Companies WHERE Id = '12345'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type ReadOnly Description
Id [KEY] String True

The unique identifier (id) for this company.

Created Datetime True

Created date of the company.

Name String False

The company's given name.

AddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

AddressCountry String False

A nation with its own government, occupying a particular territory.

AddressLine1 String False

Primary street address

AddressLine2 String False

Secondary street address

AddressLine3 String False

Miscellaneous street address

AddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

AddressState String False

A nation or territory considered as an organized political community under one government.

BillingAddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

BillingAddressCountry String False

A nation with its own government, occupying a particular territory.

BillingAddressLine1 String False

Primary street address

BillingAddressLine2 String False

Secondary street address

BillingAddressLine3 String False

Miscellaneous street address

BillingAddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

BillingAddressState String False

A nation or territory considered as an organized political community under one government.

Description String False

A brief written representation or account of this company.

Division String False

The name of a smaller part of a parent company tasked with overseeing different types of products or services than those offered by the parent company.

Edited Datetime True

Edited data of the company.

EditedBy String True

User who edited the company record.

Fax String False

The company's fax phone number.

FaxExtension String False

The company's fax phone number extension.

HierarchyLevel Int False

The positional level of where this company lays within a company hierarchy.

IdStatus String False

The relative social or professional position of an individual within a group or organization.

Industry String False

Economic activity concerned with the processing of raw materials and manufacture of goods in factories.

NumberOfEmployees Int False

The total number of employees that this company operates with.

ParentID String True

The unique identifier (id) of the parent company.

Phone String False

The company's phone number.

PhoneExtension String False

The company's phone number extension.

RecordOwner String True

Owner of the company record.

ReferredBy String False

Mention or allude to.

Region String False

A part of a country, of the world, etc., that is different or separate from other parts in some way.

Revenue Decimal False

The amount of money that this company actually receives during a specific period, including discounts and deductions for returned merchandise.

ShippingAddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

ShippingAddressCountry String False

A nation with its own government, occupying a particular territory.

ShippingAddressLine1 String False

Primary street address

ShippingAddressLine2 String False

Secondary street address

ShippingAddressLine3 String False

Miscellaneous street address

ShippingAddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

ShippingAddressState String False

A nation or territory considered as an organized political community under one government.

SicCode String False

Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.

Territory String False

Geographical area.

TickerSymbol String False

An arrangement of characters (usually letters) representing a particular security listed on an exchange or otherwise traded publicly.

TollFreeExtension String False

The company's toll free phone number.

TollFreePhone String False

The company's toll free phone number.

Website String False

The company's website.

Act! CRM Connector for CData Sync

ContactNotes

Query and delete the Notes for a given Act! CRM Contact.

Table Specific Information

Select

  • Id supports the '=' operator.
  • ContactId supports the '=' operator.
  • ManageUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • CreateUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • IsPrivate supports the '=' operator.
  • NoteText supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • DisplayDate supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentDisplayName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentLastModified supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentPersonal supports the '=' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side: 
SELECT * FROM ContactNotes WHERE ContactId = '12345'

Delete

ContactNotes can be deleted by providing ContactId and Id (Note Id) and issuing a DELETE statement. 

DELETE FROM ContactNotes WHERE ContactId = '12345' AND Id = '56789'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type ReadOnly Description
Id [KEY] String False

The unique identifier (id) for a given note.

ContactId [KEY] String False

The unique identifier (id) for the contact included in the note.

ManageUserID String False

The unique identifier (id) of the user managing the note.

CreateUserID String False

The unique identifier (id) of the user who created the note.

IsPrivate Boolean False

Indicator if the note is private.

NoteText String False

Descriptive text of the note.

NoteTypeID Long False

The id of the type of the note.

DisplayDate Datetime False

Display date of the note.

Created Datetime False

Datetime of the note creation.

Edited Datetime False

Datetime of the last edit of the note.

AttachmentDisplayName String False

Display name of the attachment.

AttachmentFileExtension String False

File extension of the attachment.

AttachmentFileName String False

File name of the attachment.

AttachmentFileSize Long False

File size of the attachment.

AttachmentFileSizeDisplay String False

Display file size of the attachment.

AttachmentFileType String False

Type of the attachment file.

AttachmentLastModified Datetime False

Last modified datetime of the attachment.

AttachmentPersonal Boolean False

Indicator if the attachment is personal.

Act! CRM Connector for CData Sync

Contacts

Create, update, delete and query the Contacts in your Act! CRM database.

Table Specific Information

  • Id supports the '=' operator.
  • Created supports the '<=,<,=,!=,>,>=' operator.
  • FullName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Company supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AlternateExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AlternatePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Birthday supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessPhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Department supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Edited supports the '<=,<,=,!=,>,>=' operator.
  • EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EmailAddress supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • FaxExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • FaxPhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • FirstName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • IdStatus supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • IsUser supports the '=' operator.
  • JobTitle supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • LastName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • LastResults supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Latitude supports the '<=,<,=,!=,>,>=' operator.
  • Longitude supports the '<=,<,=,!=,>,>=' operator.
  • MessengerID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • MiddleName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • MobileExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • MobilePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • NamePrefix supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • NameSuffix supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • PagerExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • PagerPhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • PersonalEmailAddress supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ReferredBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Salutation supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Website supports the '<=,<,=,!=,>,>=,CONTAINS' operator.

Select

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side: 

SELECT * FROM Contacts WHERE Id = '12345'
 
SELECT * FROM Contacts WHERE FullName = 'Full contact name'

Insert

To insert a contact, you need to specify the contact name. 

INSERT INTO Contacts (FirstName) VALUES ('Contact First Name')

Update

Any column where ReadOnly=False can be updated. Specify the Contact Id when updating a group 

UPDATE Contacts SET Company = 'User Company' Website = 'UserWebsite.com' WHERE Id = '12345'

Delete

Contacts can be deleted by providing an Id and issuing a DELETE statement. 

DELETE FROM Contacts WHERE Id = '12345'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type ReadOnly Description
Id [KEY] String True

The unique identifier (id) for this contact.

Created Datetime True

Created date of the contact.

FullName String True

The first name, any middle names, and surname of a contact. This may also include name prefixes and sufixes that are defined within Act!

Company String False

The organization that this contact is associated with.

AltEmailAddress String False

A unique electronic address that an individual can be contacted.

AlternateExtension String False

The contact's alternate phone number extension.

AlternatePhone String False

The contact's alternate phone number.

Birthday String False

The anniversary of the day on which a person was born.

BusinessAddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

BusinessAddressCountry String False

A nation with its own government, occupying a particular territory.

BusinessAddressLine1 String False

Primary street address

BusinessAddressLine2 String False

Secondary street address

BusinessAddressLine3 String False

Miscellaneous street address

BusinessAddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

BusinessAddressState String False

A nation or territory considered as an organized political community under one government.

BusinessExtension String False

The contact's business phone number extension.

BusinessPhone String False

The contact's business phone number.

CompanyID String False

The unique identifier (companyID) for a given companies.

ContactType String True

The type of contact: Contact, Secondary, or User.

Department String False

An area of special expertise or responsibility.

Edited Datetime True

Edited date of the contact.

EditedBy String True

User who edited the contact.

EmailAddress String False

A unique electronic address that an individual can be contacted.

FaxExtension String False

The contact's fax phone number extension.

FaxPhone String False

The contact's fax phone number.

FirstName String False

A personal given name.

HomeAddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

HomeAddressCountry String False

A nation with its own government, occupying a particular territory.

HomeAddressLine1 String False

Primary street address

HomeAddressLine2 String False

Secondary street address

HomeAddressLine3 String False

Miscellaneous street address

HomeAddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

HomeAddressState String False

A nation or territory considered as an organized political community under one government.

HomeExtension String False

The contact's home phone extension.

HomePhone String False

The contact's home phone number.

IdStatus String False

The relative social or professional position of an individual within a group or organization.

IsUser Bool True

An indicator if this contact is also a user within the system.

JobTitle String False

The title or position this contact holds.

LastName String False

The family name or surname.

LastResults String False

Identifies last communication or action with a contact.

Latitude Decimal False

The angular distance of a place north or south of the earth's equator, or of a celestial object north or south of the celestial equator, usually expressed in degrees and minutes.

Longitude Decimal False

The angular distance of a place east or west of the meridian at Greenwich, England, or west of the standard meridian of a celestial object, usually expressed in degrees and minutes.

MessengerID String True

An online identifier alias.

MiddleName String False

A name between one's first name and surname.

MobileExtension String False

The contact's mobile phone extension.

MobilePhone String False

The contact's mobile phone number.

NamePrefix String False

A patronymic prefix.

NameSuffix String False

Provides additional information about the person that identifies an individual position, educational degree, accreditation, orffice, or honors.

PagerExtension String False

The contact's pager phone number extension

PagerPhone String False

The contact's pager phone number.

PersonalEmailAddress String False

A unique electronic address that an individual can be contacted.

RecordOwner String True

Owner user of the contact.

ReferredBy String False

Indiciates how this contact came about.

Salutation String True

A gesture or utterance made as a greeting or acknowledgment.

Website String False

The contact's web site.

Act! CRM Connector for CData Sync

GroupContacts

Query and delete the Contacts belonging to a Group.

Table Specific Information

Select

  • Id supports the '=' operator.
  • GroupId supports the '=' operator.
  • FullName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AltEmailAddress supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AlternateExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AlternatePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Birthday supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessPhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Company supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ContactType supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Department supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EmailAddress supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • FaxExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • FaxPhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • FirstName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • IdStatus supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • IsUser supports the '=' operator.
  • JobTitle supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • LastName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • LastResults supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Latitude supports the '<=,<,=,!=,>,>=' operator.
  • Longitude supports the '<=,<,=,!=,>,>=' operator.
  • MessengerID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • MiddleName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • MobileExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • MobilePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • NamePrefix supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • NameSuffix supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • PagerExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • PagerPhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • PersonalEmailAddress supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ReferredBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Salutation supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Website supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to FullName and GroupId. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side: 
SELECT * FROM GroupContacts WHERE GroupId = '12345'

SELECT * FROM GroupContacts WHERE FullName = 'Contact name'

Delete

GroupContacts can be deleted by providing GroupId and Id (Contact Id) and issuing a DELETE statement. 

DELETE FROM GroupContacts WHERE GroupId = '12345' AND Id = '56789'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type ReadOnly Description
Id [KEY] String False

The unique identifier (id) for this contact.

GroupId [KEY] String False

The unique identifier (id) of the group to retrieve contacts from.

Created Datetime False

Created date of the group.

FullName String False

The first name, any middle names, and surname of a contact. This may also include name prefixes and sufixes that are defined within Act!

AltEmailAddress String False

A unique electronic address that an individual can be contacted.

AlternateExtension String False

The contact's alternate phone number extension.

AlternatePhone String False

The contact's alternate phone number.

Birthday String False

The anniversary of the day on which a person was born.

BusinessAddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

BusinessAddressCountry String False

A nation with its own government, occupying a particular territory.

BusinessAddressLine1 String False

Primary street address

BusinessAddressLine2 String False

Secondary street address

BusinessAddressLine3 String False

Miscellaneous street address

BusinessAddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

BusinessAddressState String False

A nation or territory considered as an organized political community under one government.

BusinessExtension String False

The contact's business phone number extension.

BusinessPhone String False

The contact's business phone number.

Company String False

The organization that this contact is associated with.

CompanyID String False

The unique identifier (companyID) for a given companies.

ContactType String False

The type of contact: Contact, Secondary, or User.

Department String False

An area of special expertise or responsibility.

Edited Datetime False

Edited date of the group.

EditedBy String False

User who edited the group.

EmailAddress String False

A unique electronic address that an individual can be contacted.

FaxExtension String False

The contact's fax phone number extension.

FaxPhone String False

The contact's fax phone number.

FirstName String False

A personal given name.

HomeAddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

HomeAddressCountry String False

A nation with its own government, occupying a particular territory.

HomeAddressLine1 String False

Primary street address

HomeAddressLine2 String False

Secondary street address

HomeAddressLine3 String False

Miscellaneous street address

HomeAddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

HomeAddressState String False

A nation or territory considered as an organized political community under one government.

HomeExtension String False

The contact's home phone extension.

HomePhone String False

The contact's home phone number.

IdStatus String False

The relative social or professional position of an individual within a group or organization.

IsUser Bool False

An indicator if this contact is also a user within the system.

JobTitle String False

The title or position this contact holds.

LastName String False

The family name or surname.

LastResults String False

Identifies last communication or action with a contact.

Latitude Decimal False

The angular distance of a place north or south of the earth's equator, or of a celestial object north or south of the celestial equator, usually expressed in degrees and minutes.

Longitude Decimal False

The angular distance of a place east or west of the meridian at Greenwich, England, or west of the standard meridian of a celestial object, usually expressed in degrees and minutes.

MessengerID String False

An online identifier alias.

MiddleName String False

A name between one's first name and surname.

MobileExtension String False

The contact's mobile phone extension.

MobilePhone String False

The contact's mobile phone number.

NamePrefix String False

A patronymic prefix.

NameSuffix String False

Provides additional information about the person that identifies an individual position, educational degree, accreditation, orffice, or honors.

PagerExtension String False

The contact's pager phone number extension

PagerPhone String False

The contact's pager phone number.

PersonalEmailAddress String False

A unique electronic address that an individual can be contacted.

RecordOwner String False

Owner user of the record.

ReferredBy String False

Indiciates how this contact came about.

Salutation String False

A gesture or utterance made as a greeting or acknowledgment.

Website String False

The contact's web site.

Act! CRM Connector for CData Sync

Groups

Create, update, delete and query the Groups participating in your Act! CRM database.

Table Specific Information

Select

  • Id supports the '=' operator.
  • Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLatitude supports the '<=,<,=,!=,>,>=' operator.
  • AddressLongitude supports the '<=,<,=,!=,>,>=' operator.
  • Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
  • ParentID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HasSubgroups supports the '=' operator.
  • RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecordManager supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • IsPrivate supports the '=' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following query is processed server side: 
SELECT * FROM Groups WHERE Name = 'Group name'

Insert

To insert a group, you need to specify the Group Name 

INSERT INTO Groups (Name, Description) VALUES ('Group Name', 'This is sample group')

Update

Any column where ReadOnly=False can be updated. Specify the Group Id when updating a group 

UPDATE Groups SET isPrivate = false, AddressCity = 'Group City', AddressCountry = 'Group Country' WHERE Id = '12345'

Delete

Groups can be deleted by providing an Id and issuing a DELETE statement. 

DELETE FROM Groups WHERE Id = '12345'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type ReadOnly Description
Id [KEY] String True

The unique identifier (id) for a group.

Created Datetime True

A timestamp when this group was created

Name String False

The name of the group.

AddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

AddressCountry String False

A nation with its own government, occupying a particular territory.

AddressLine1 String False

Primary street address

AddressLine2 String False

Secondary street address

AddressLine3 String False

Miscellaneous street address

AddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

AddressState String False

A nation or territory considered as an organized political community under one government.

AddressLatitude Decimal False

The angular distance of a place north or south of the earth's equator, or of a celestial object north or south of the celestial equator, usually expressed in degrees and minutes.

AddressLongitude Decimal False

The angular distance of a place east or west of the meridian at Greenwich, England, or west of the standard meridian of a celestial object, usually expressed in degrees and minutes.

Description String False

A brief written respresentation of a group.

Edited Datetime True

Edited date of the group.

EditedBy String True

User who edited the group.

HierarchyLevel Int False

The level this group appears in its hierarchy.

ParentID String True

The group's parent entity.

HasSubgroups Bool False

An indicator if this group contains subgroups.

RecordOwner String False

Owner user of the record.

RecordManager String True

Manager user of the record.

IsPrivate Boolean False

Indicator if the group is private.

Act! CRM Connector for CData Sync

Notes

Create, update, delete and query the Notes in your Act! CRM database.

Table Specific Information

Select

  • Id supports the '=' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to Id. (Note that the Id is a required criteria to query the Notes view) The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side: 

SELECT * FROM Notes WHERE Id = '2413d3d1-2345-6578-4859-792664d177af'

Insert

To insert a note, you must specify atleast one of the contacts, groups, companies or opportunities. 

INSERT INTO Notes (NoteText, Contacts) VALUES ('This is sample note', ['123456'])

Update

Any column where ReadOnly=False can be updated. 

UPDATE Notes SET isPrivate = false WHERE Id = 123456

Delete

Notes can be deleted by providing an Id and issuing a DELETE statement. 

DELETE FROM Notes WHERE Id = 123456
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type ReadOnly Description
Id [KEY] String True

The unique identifier (id) for a given note.

ManageUserID String True

The unique identifier (id) of the user managing the note.

CreateUserID String True

The unique identifier (id) of the user who created the note.

IsPrivate Boolean False

Indicator if the note is private.

NoteText String False

Descriptive text of the note.

NoteTypeID Long True

The id of the type of the note.

DisplayDate Datetime True

Display date of the note.

Created Datetime True

Datetime of the note creation.

Edited Datetime True

Datetime of the last edit of the note.

AttachmentDisplayName String False

Display name of the attachment.

AttachmentFileExtension String False

File extension of the attachment.

AttachmentFileName String False

File name of the attachment.

AttachmentFileSize Long False

File size of the attachment.

AttachmentFileSizeDisplay String False

Display file size of the attachment.

AttachmentLastModified Datetime False

Last modified datetime of the attachment.

AttachmentFileType String False

Type of the attachment file.

AttachmentPersonal Boolean False

Indicator if the attachment is personal.

Companies String False

List of companies that are associated to this note entity.

Contacts String False

List of contacts that are associated to this note entity.

Groups String False

List of groups that are associated to this note entity.

Opportunities String False

List of opportunities that are associated to this note entity.

Act! CRM Connector for CData Sync

Opportunities

Create, update, delete and query the Opportunities in your Act! CRM database.

Table Specific Information

Select

  • Id supports the '=' operator.
  • Created supports the '<=,<,=,!=,>,>=' operator.
  • Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ActualCloseDate supports the '<=,<,=,!=,>,>=' operator.
  • Competitor supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ContactNames supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Creator supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • DaysOpen supports the '<=,<,=,!=,>,>=' operator.
  • Edited supports the '<=,<,=,!=,>,>=' operator.
  • EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EstimatedCloseDate supports the '<=,<,=,!=,>,>=' operator.
  • GrossMargin supports the '<=,<,=,!=,>,>=' operator.
  • IsPrivate supports the '=' operator.
  • OpenDate supports the '<=,<,=,!=,>,>=' operator.
  • Probability supports the '<=,<,=,!=,>,>=' operator.
  • ProductTotal supports the '<=,<,=,!=,>,>=' operator.
  • Reason supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Source supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • WeightedTotal supports the '<=,<,=,!=,>,>=' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following query is processed server side: 
SELECT * FROM Opportunities WHERE Name = 'Opportunity name'

Insert

To insert a Opportunity, you must specify the Name and EstimatedCloseDate 

INSERT INTO Opportunities (Name, EstimatedCloseDate) VALUES ('Sample Opportunity', '2020-01-30')

Update

Any column where ReadOnly=False can be updated. 

UPDATE Opportunities SET ContactsAggregate = '123456' WHERE Id = 'f3fd9661-8fab-4fe3-8321-225f2b770f60'

Delete

Opportunities can be deleted by providing an Id and issuing a DELETE statement. 

DELETE FROM Opportunities WHERE Id = 'f3fd9661-8fab-4fe3-8321-225f2b770f60'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type ReadOnly Description
Id [KEY] String True

A unique identifier that represents the opportunity.

Created Datetime True

Created date of the opportunity.

Name String False

The opportunity name.

ActualCloseDate Datetime False

The date that the opportunity as closed.

CompaniesAggregate String False

List of companies that are associated to this opportunity entity.

Competitor String False

Gets the name of the competitor for this opportunity.

ContactNames String False

The names of the contacts associated with this opportunity.

ContactsAggregate String False

The names of the contacts associated with this opportunity.

Creator String False

Indicates elevated security that only the creator has access to this opportunity.

DaysOpen Int True

The number of days this opportunity has been opened.

Edited Datetime True

The date that this record was edited.

EditedBy String True

The user's name that last editied this record.

EstimatedCloseDate Datetime False

The date the opportunity is expected to be closed.

GrossMargin Decimal False

Represents the net sales less the cost of goods and services sold.

GroupsAggregate String False

List a groups that are associated to this opportunity entity.

IsPrivate Bool False

Indicates whether this opportunity is private

Manager String False

The name of the record manager of this opportunity.

OpenDate Datetime False

The date the opportunity was opened.

Probability Int False

The likelihood this opportunity will will be won by the close date.

ProductTotal Decimal False

The total cost of the product or services.

Reason String False

Describs why the opportunity status changed.

RecordOwner String False

The user's name that owners this record.

RelatedEntitiesResolver Bool False

If true prevents related entities from serializing.

Source String False

Describs the source of the opportunity.

StageDescription String False

Gets or sets the description of the stage.

StageId String False

Gets the unique identifier of the stage.

StageName String False

The name of the stage.

StageNumber Int False

The ordinal number of the stage.

StageProbability Int False

The probability of the stage.

StageProcessDescription String False

The description of the stage process.

StageProcessId String False

The unique identifier of the stage process.

StageProcessName String False

The name of the stage process.

Status Int False

The status of the opportunity.

TotalPerCompany Decimal False

The average total per associated company.

TotalPerContact Decimal False

The average total per associated contact.

TotalPerGroup Decimal False

The average total per associated group.

WeightedTotal Decimal False

The weight of the product.

Act! CRM Connector for CData Sync

OpportunityCompanies

Query and delete the Companies related to an Act! CRM opportunity.

Table Specific Information

Select

  • Id supports the '=' operator.
  • OpportunityId supports the '=' operator.
  • Created supports the '<=,<,=,!=,>,>=' operator.
  • Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Division supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Edited supports the '<=,<,=,!=,>,>=' operator.
  • EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Fax supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • FaxExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
  • IdStatus supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Industry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • NumberOfEmployees supports the '<=,<,=,!=,>,>=' operator.
  • ParentID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Phone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • PhoneExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ReferredBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Region supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Revenue supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • SicCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Territory supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • TickerSymbol supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • TollFreeExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • TollFreePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Website supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side: 
SELECT * FROM OpportunityCompanies WHERE OpportunityId = '12345'

SELECT * FROM OpportunityCompanies WHERE Name = 'Company name'

Delete

OpportunityCompanies can be deleted by providing an OpportunityId and Id (Company Id) and issuing a DELETE statement. 

DELETE FROM OpportunityCompanies WHERE OpportunityId = '123456' AND Id = '345678'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type ReadOnly Description
Id [KEY] String False

The unique identifier (id) for this company.

OpportunityId [KEY] String False

The unique identifier of the opportunity the companies are related to.

Created Datetime False

Created date of the company.

Name String False

The company's given name.

AddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

AddressCountry String False

A nation with its own government, occupying a particular territory.

AddressLine1 String False

Primary street address

AddressLine2 String False

Secondary street address

AddressLine3 String False

Miscellaneous street address

AddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

AddressState String False

A nation or territory considered as an organized political community under one government.

BillingAddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

BillingAddressCountry String False

A nation with its own government, occupying a particular territory.

BillingAddressLine1 String False

Primary street address

BillingAddressLine2 String False

Secondary street address

BillingAddressLine3 String False

Miscellaneous street address

BillingAddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

BillingAddressState String False

A nation or territory considered as an organized political community under one government.

Description String False

A brief written representation or account of this company.

Division String False

The name of a smaller part of a parent company tasked with overseeing different types of products or services than those offered by the parent company.

Edited Datetime False

Edited date of the company.

EditedBy String False

User who edited the company.

Fax String False

The company's fax phone number.

FaxExtension String False

The company's fax phone number extension.

HierarchyLevel Int False

The positional level of where this company lays within a company hierarchy.

IdStatus String False

The relative social or professional position of an individual within a group or organization.

Industry String False

Economic activity concerned with the processing of raw materials and manufacture of goods in factories.

NumberOfEmployees Int False

The total number of employees that this company operates with.

ParentID String False

The unique identifier (id) of the parent company.

Phone String False

The company's phone number.

PhoneExtension String False

The company's phone number extension.

RecordOwner String False

Owner user of the record.

ReferredBy String False

Mention or allude to.

Region String False

A part of a country, of the world, etc., that is different or separate from other parts in some way.

Revenue String False

The amount of money that this company actually receives during a specific period, including discounts and deductions for returned merchandise.

ShippingAddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

ShippingAddressCountry String False

A nation with its own government, occupying a particular territory.

ShippingAddressLine1 String False

Primary street address

ShippingAddressLine2 String False

Secondary street address

ShippingAddressLine3 String False

Miscellaneous street address

ShippingAddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

ShippingAddressState String False

A nation or territory considered as an organized political community under one government.

SicCode String False

Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.

Territory String False

Geographical area.

TickerSymbol String False

An arrangement of characters (usually letters) representing a particular security listed on an exchange or otherwise traded publicly.

TollFreeExtension String False

The company's toll free phone number.

TollFreePhone String False

The company's toll free phone number.

Website String False

The company's website.

Act! CRM Connector for CData Sync

OpportunityContacts

Query and delete the Contacts associated with an Opportunity.

Table Specific Information

Select

  • Id supports the '=' operator.
  • OpportunityId supports the '=' operator.
  • Created supports the '<=,<,=,!=,>,>=' operator.
  • FullName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AltEmailAddress supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AlternateExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AlternatePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Birthday supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessPhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Company supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • CompanyID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ContactType supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Department supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Edited supports the '<=,<,=,!=,>,>=' operator.
  • EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EmailAddress supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • FaxExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • FaxPhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • FirstName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • IdStatus supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • IsUser supports the '=' operator.
  • JobTitle supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • LastName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • LastResults supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Latitude supports the '<=,<,=,!=,>,>=' operator.
  • Longitude supports the '<=,<,=,!=,>,>=' operator.
  • MessengerID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • MiddleName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • MobileExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • MobilePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • NamePrefix supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • NameSuffix supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • PagerExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • PagerPhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • PersonalEmailAddress supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ReferredBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Salutation supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Website supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side: 
SELECT * FROM OpportunityContacts WHERE OpportunityId = '12345'

SELECT * FROM OpportunityContacts WHERE FullName = 'Contact name'

Delete

OpportunityContacts can be deleted by providing an OpportunityId and Id (Contact Id) and issuing a DELETE statement. 

DELETE FROM OpportunityContacts WHERE OpportunityId = '12345' AND Id = '34567'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type ReadOnly Description
Id [KEY] String False

The unique identifier (id) for this contact.

OpportunityId [KEY] String False

The unique identifier (id) for the opportunity to query contacts from.

Created Datetime False

Created date of the contact.

FullName String False

The first name, any middle names, and surname of a contact. This may also include name prefixes and sufixes that are defined within Act!

AltEmailAddress String False

A unique electronic address that an individual can be contacted.

AlternateExtension String False

The contact's alternate phone number extension.

AlternatePhone String False

The contact's alternate phone number.

Birthday String False

The anniversary of the day on which a person was born.

BusinessAddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

BusinessAddressCountry String False

A nation with its own government, occupying a particular territory.

BusinessAddressLine1 String False

Primary street address

BusinessAddressLine2 String False

Secondary street address

BusinessAddressLine3 String False

Miscellaneous street address

BusinessAddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

BusinessAddressState String False

A nation or territory considered as an organized political community under one government.

BusinessExtension String False

The contact's business phone number extension.

BusinessPhone String False

The contact's business phone number.

Company String False

The organization that this contact is associated with.

CompanyID String False

The unique identifier (companyID) for a given companies.

ContactType String False

The type of contact: Contact, Secondary, or User.

Department String False

An area of special expertise or responsibility.

Edited Datetime False

Edited date of the contact.

EditedBy String False

User who edited the contact.

EmailAddress String False

A unique electronic address that an individual can be contacted.

FaxExtension String False

The contact's fax phone number extension.

FaxPhone String False

The contact's fax phone number.

FirstName String False

A personal given name.

HomeAddressCity String False

An inhabited place of greater size, population, or importance than a town or village.

HomeAddressCountry String False

A nation with its own government, occupying a particular territory.

HomeAddressLine1 String False

Primary street address

HomeAddressLine2 String False

Secondary street address

HomeAddressLine3 String False

Miscellaneous street address

HomeAddressPostalCode String False

A code of letters and digits added to a postal address to aid in the sorting of mail.

HomeAddressState String False

A nation or territory considered as an organized political community under one government.

HomeExtension String False

The contact's home phone extension.

HomePhone String False

The contact's home phone number.

IdStatus String False

The relative social or professional position of an individual within a group or organization.

IsUser Bool False

An indicator if this contact is also a user within the system.

JobTitle String False

The title or position this contact holds.

LastName String False

The family name or surname.

LastResults String False

Identifies last communication or action with a contact.

Latitude Decimal False

The angular distance of a place north or south of the earth's equator, or of a celestial object north or south of the celestial equator, usually expressed in degrees and minutes.

Longitude Decimal False

The angular distance of a place east or west of the meridian at Greenwich, England, or west of the standard meridian of a celestial object, usually expressed in degrees and minutes.

MessengerID String False

An online identifier alias.

MiddleName String False

A name between one's first name and surname.

MobileExtension String False

The contact's mobile phone extension.

MobilePhone String False

The contact's mobile phone number.

NamePrefix String False

A patronymic prefix.

NameSuffix String False

Provides additional information about the person that identifies an individual position, educational degree, accreditation, orffice, or honors.

PagerExtension String False

The contact's pager phone number extension

PagerPhone String False

The contact's pager phone number.

PersonalEmailAddress String False

A unique electronic address that an individual can be contacted.

RecordOwner String False

Owner user of the record.

ReferredBy String False

Indiciates how this contact came about.

Salutation String False

A gesture or utterance made as a greeting or acknowledgment.

Website String False

The contact's web site.

Act! CRM Connector for CData Sync

OpportunityGroups

Query and delete the Act! CRM Groups associated with an Opportunity.

Table Specific Information

Select

  • Id supports the '=' operator.
  • OpportunityId supports the '=' operator.
  • Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
  • ParentID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side: 
SELECT * FROM OpportunityGroups WHERE OpportunityId = '123456'

SELECT * FROM OpportunityGroups WHERE Name = 'Group name'

Delete

OpportunityGroups can be deleted by providing an OpportunityId and Id (Group Id) and issuing a DELETE statement. 

DELETE FROM OpportunityGroups WHERE OpportunityId = '123456' AND Id = '345678'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type ReadOnly Description
Id [KEY] String True

The unique identifier (id) for a group.

OpportunityId [KEY] String False

The unique identifier (id) for the opportunity to retrieve groups from.

Created Datetime True

A timestamp when this group was created

Name String True

The name of the group.

AddressCity String True

An inhabited place of greater size, population, or importance than a town or village.

AddressCountry String True

A nation with its own government, occupying a particular territory.

AddressLine1 String True

Primary street address

AddressLine2 String True

Secondary street address

AddressLine3 String True

Miscellaneous street address

AddressPostalCode String True

A code of letters and digits added to a postal address to aid in the sorting of mail.

AddressState String True

A nation or territory considered as an organized political community under one government.

Description String True

A brief written respresentation of a group.

Edited Datetime True

Edited date of the group.

EditedBy String True

User who edited the group.

HierarchyLevel Int True

The level this group appears in its hierarchy.

ParentID String True

The group's parent entity.

RecordOwner String True

Owner user of the record.

Act! CRM Connector for CData Sync

OpportunityProducts

Update, delete and query the Products associated with an Opportunity.

Table Specific Information

Select

  • Id supports the '=' operator.
  • OpportunityId supports the '=' operator.
  • CreateDate supports the '<=,<,=,!=,>,>=' operator.
  • Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Cost supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EditDate supports the '<=,<,=,!=,>,>=' operator.
  • ItemNumber supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Price supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Created supports the '<=,<,=,!=,>,>=' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side: 
SELECT * FROM OpportunityProducts WHERE OpportunityId = '12345'

SELECT * FROM OpportunityProducts WHERE Name = 'Product name'

Update

Any column where ReadOnly=False can be updated. 

UPDATE OpportunityProducts SET ItemNumber = 'Product Item Number', Price = 40 WHERE OpportunityId = '12345' AND Id = '34567'

Delete

OpportunityProducts can be deleted by providing an OpportunityId and Id (Product Id) and issuing a DELETE statement. 

DELETE FROM OpportunityProducts WHERE OpportunityId = '12345' AND Id = '34567'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type ReadOnly Description
Id [KEY] String True

A unique identifier (id) for a given product.

OpportunityId [KEY] String True

A unique identifier (id) of the opportunity containing the products.

Created Datetime True

A timestamp when this group was created

CreateDate Datetime True

The date that the product was created.

Cost String False

The cost of the product.

EditDate Datetime True

The date that the opportunity product was lasted modified.

ItemNumber String False

A item number assigned to this opportunity product.

Name String False

The name of the product.

Price String False

The price of the opportunity product.

Act! CRM Connector for CData Sync

Products

Create, update, delete and query the Products in your Act! CRM database.

Table Specific Information

Select

  • Id supports the '=' operator.
  • Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Cost supports the '<=,<,=,!=,>,>=' operator.
  • ItemNumber supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Price supports the '<=,<,=,!=,>,>=' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following query is processed server side: 
SELECT * FROM Products WHERE Name = 'Product name'

Insert

To insert a product, you need to specify the Product Name, Cost, Item Number and Price. 

INSERT INTO Products (Name, Cost, ItemNumber, Price) VALUES ('Product 1', 10, 'PROD_1', 20)

Update

Any column where ReadOnly=False can be updated. 

UPDATE Products SET Cost = 20, Price = 30 WHERE Id = 12345

Delete

Products can be deleted by providing an Id and issuing a DELETE statement. 

DELETE FROM Products WHERE Id = 12345
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type ReadOnly Description
Id [KEY] String True

A unique identifier (id) for a given product.

CreateDate Datetime True

The date that the product was created.

Name String False

The name of the product.

Cost Decimal False

The cost of the product.

EditDate Datetime True

The date that the opportunity product was lasted modified.

ItemNumber String False

A item number assigned to this opportunity product.

Price Decimal False

The price of the opportunity product.

Act! CRM Connector for CData Sync

ビュー

ビューは、カラムと疑似カラムで構成されます。ビューは、データを示すという点でテーブルに似ていますが、ビューでは更新はサポートされません。通常、ビューとして表されるエンティティは、読み取り専用のエンティティです。多くの場合、これらのデータはストアドプロシージャを使用することで更新できます（その機能がデータソースに適用できる場合）。

ビューに対しては、通常のテーブルと同じようにクエリを実行でき、このときに返されるデータも同様です。

ビューとして公開されるクエリなどの動的ビューや、project_team ワークアイテムの特定の組み合わせを検索するためのビューがサポートされています。

Act! CRM Connector for CData Sync ビュー

Name Description
ActivityCompanies Query the Companies participating in an Act! CRM Activity.
CompanyContacts Query the Contacts belonging to a Company.
CompanyNotes Query the Notes for a given Act! CRM Company.
ContactActivities Query the Activities for a given Act! CRM Contact.
ContactGroups Query the Act! CRM Groups the Contact belongs to.
GroupNotes Query the Notes for a given Act! CRM Group.
OpportunityNotes Query the Notes for a given Act! CRM Opportunity.

Act! CRM Connector for CData Sync

ActivityCompanies

Query the Companies participating in an Act! CRM Activity.

Table Specific Information

Select

  • ActivityId supports the '=' operator.
  • Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BillingAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Division supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Fax supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • FaxExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
  • IdStatus supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Industry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • NumberOfEmployees supports the '<=,<,=,!=,>,>=' operator.
  • ParentID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Phone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • PhoneExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ReferredBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Region supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Revenue supports the '<=,<,=,!=,>,>=' operator.
  • ShippingAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ShippingAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • SicCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Territory supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • TickerSymbol supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • TollFreeExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • TollFreePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Website supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side: 
SELECT * FROM ActivityCompanies WHERE ActivityId = '12345'

SELECT * FROM ActivityCompanies WHERE Name = 'TSS Company'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type Description
Id [KEY] String The unique identifier (id) for this company.
ActivityId [KEY] String A unique identifier that represents the activity the companies are part of.
Created Datetime Created date and the activity.
Name String The company's given name.
AddressCity String An inhabited place of greater size, population, or importance than a town or village.
AddressCountry String A nation with its own government, occupying a particular territory.
AddressLine1 String Primary street address
AddressLine2 String Secondary street address
AddressLine3 String Miscellaneous street address
AddressPostalCode String A code of letters and digits added to a postal address to aid in the sorting of mail.
AddressState String A nation or territory considered as an organized political community under one government.
BillingAddressCity String An inhabited place of greater size, population, or importance than a town or village.
BillingAddressCountry String A nation with its own government, occupying a particular territory.
BillingAddressLine1 String Primary street address
BillingAddressLine2 String Secondary street address
BillingAddressLine3 String Miscellaneous street address
BillingAddressPostalCode String A code of letters and digits added to a postal address to aid in the sorting of mail.
BillingAddressState String A nation or territory considered as an organized political community under one government.
Description String A brief written representation or account of this company.
Division String The name of a smaller part of a parent company tasked with overseeing different types of products or services than those offered by the parent company.
Edited Datetime Edited date of the activity.
EditedBy String User that edited the activity.
Fax String The company's fax phone number.
FaxExtension String The company's fax phone number extension.
HierarchyLevel Int The positional level of where this company lays within a company hierarchy.
IdStatus String The relative social or professional position of an individual within a group or organization.
Industry String Economic activity concerned with the processing of raw materials and manufacture of goods in factories.
NumberOfEmployees Int The total number of employees that this company operates with.
ParentID String The unique identifier (id) of the parent company.
Phone String The company's phone number.
PhoneExtension String The company's phone number extension.
RecordOwner String Owner of the activity.
ReferredBy String Mention or allude to.
Region String A part of a country, of the world, etc., that is different or separate from other parts in some way.
Revenue Decimal The amount of money that this company actually receives during a specific period, including discounts and deductions for returned merchandise.
ShippingAddressCity String An inhabited place of greater size, population, or importance than a town or village.
ShippingAddressCountry String A nation with its own government, occupying a particular territory.
ShippingAddressLine1 String Primary street address
ShippingAddressLine2 String Secondary street address
ShippingAddressLine3 String Miscellaneous street address
ShippingAddressPostalCode String A code of letters and digits added to a postal address to aid in the sorting of mail.
ShippingAddressState String A nation or territory considered as an organized political community under one government.
SicCode String Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.
Territory String Geographical area.
TickerSymbol String An arrangement of characters (usually letters) representing a particular security listed on an exchange or otherwise traded publicly.
TollFreeExtension String The company's toll free phone number.
TollFreePhone String The company's toll free phone number.
Website String The company's website.

Act! CRM Connector for CData Sync

CompanyContacts

Query the Contacts belonging to a Company.

Table Specific Information

Select

  • Id supports the '=' operator.
  • CompanyId supports the '=' operator.
  • Created supports the '<=,<,=,!=,>,>=' operator.
  • FullName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AltEmailAddress supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AlternateExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AlternatePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Birthday supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • BusinessPhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Company supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ContactType supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Department supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Edited supports the '<=,<,=,!=,>,>=' operator.
  • EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EmailAddress supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • FaxExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • FaxPhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • FirstName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomeExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HomePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • IdStatus supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • IsUser supports the '=' operator.
  • JobTitle supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • LastName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • LastResults supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Latitude supports the '<=,<,=,!=,>,>=' operator.
  • Longitude supports the '<=,<,=,!=,>,>=' operator.
  • MessengerID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • MiddleName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • MobileExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • MobilePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • NamePrefix supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • NameSuffix supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • PagerExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • PagerPhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • PersonalEmailAddress supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ReferredBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Salutation supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Website supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following query is processed server side: 
SELECT * FROM CompanyContacts WHERE Fullname = 'Contact name'

Delete

CompanyContacts can be deleted by providing CompanyId and Id and issuing a DELETE statement. 

DELETE FROM CompanyContacts WHERE CompanyId = '12345' AND Id = '56789'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type Description
Id [KEY] String The unique identifier (id) for this contact.
CompanyId [KEY] String The unique identifier (id) of the company to retrieve contacts from.
Created Datetime Created data of the contact.
FullName String The first name, any middle names, and surname of a contact. This may also include name prefixes and sufixes that are defined within Act!
AltEmailAddress String A unique electronic address that an individual can be contacted.
AlternateExtension String The contact's alternate phone number extension.
AlternatePhone String The contact's alternate phone number.
Birthday String The anniversary of the day on which a person was born.
BusinessAddressCity String An inhabited place of greater size, population, or importance than a town or village.
BusinessAddressCountry String A nation with its own government, occupying a particular territory.
BusinessAddressLine1 String Primary street address
BusinessAddressLine2 String Secondary street address
BusinessAddressLine3 String Miscellaneous street address
BusinessAddressPostalCode String A code of letters and digits added to a postal address to aid in the sorting of mail.
BusinessAddressState String A nation or territory considered as an organized political community under one government.
BusinessExtension String The contact's business phone number extension.
BusinessPhone String The contact's business phone number.
Company String The organization that this contact is associated with.
ContactType String The type of contact: Contact, Secondary, or User.
Department String An area of special expertise or responsibility.
Edited Datetime Edited date of the contact.
EditedBy String User who edited the contact.
EmailAddress String A unique electronic address that an individual can be contacted.
FaxExtension String The contact's fax phone number extension.
FaxPhone String The contact's fax phone number.
FirstName String A personal given name.
HomeAddressCity String An inhabited place of greater size, population, or importance than a town or village.
HomeAddressCountry String A nation with its own government, occupying a particular territory.
HomeAddressLine1 String Primary street address
HomeAddressLine2 String Secondary street address
HomeAddressLine3 String Miscellaneous street address
HomeAddressPostalCode String A code of letters and digits added to a postal address to aid in the sorting of mail.
HomeAddressState String A nation or territory considered as an organized political community under one government.
HomeExtension String The contact's home phone extension.
HomePhone String The contact's home phone number.
IdStatus String The relative social or professional position of an individual within a group or organization.
IsUser Bool An indicator if this contact is also a user within the system.
JobTitle String The title or position this contact holds.
LastName String The family name or surname.
LastResults String Identifies last communication or action with a contact.
Latitude Decimal The angular distance of a place north or south of the earth's equator, or of a celestial object north or south of the celestial equator, usually expressed in degrees and minutes.
Longitude Decimal The angular distance of a place east or west of the meridian at Greenwich, England, or west of the standard meridian of a celestial object, usually expressed in degrees and minutes.
MessengerID String An online identifier alias.
MiddleName String A name between one's first name and surname.
MobileExtension String The contact's mobile phone extension.
MobilePhone String The contact's mobile phone number.
NamePrefix String A patronymic prefix.
NameSuffix String Provides additional information about the person that identifies an individual position, educational degree, accreditation, orffice, or honors.
PagerExtension String The contact's pager phone number extension
PagerPhone String The contact's pager phone number.
PersonalEmailAddress String A unique electronic address that an individual can be contacted.
RecordOwner String Owner user of the record.
ReferredBy String Indiciates how this contact came about.
Salutation String A gesture or utterance made as a greeting or acknowledgment.
Website String The contact's web site.

Act! CRM Connector for CData Sync

CompanyNotes

Query the Notes for a given Act! CRM Company.

Table Specific Information

Select

  • CompanyId supports the '=' operator.
  • ManageUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • CreateUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • IsPrivate supports the '=' operator.
  • NoteText supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • DisplayDate supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentDisplayName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentLastModified supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentPersonal supports the '=' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side: 
SELECT * FROM CompanyNotes WHERE CompanyId = '12345'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type Description
Id [KEY] String The unique identifier (id) for a given note.
CompanyId [KEY] String The unique identifier (id) for the company included in the note.
ManageUserID String The unique identifier (id) of the user managing the note.
CreateUserID String The unique identifier (id) of the user who created the note.
IsPrivate Boolean Indicator if the note is private.
NoteText String Descriptive text of the note.
NoteTypeID Long The id of the type of the note.
DisplayDate Datetime Display date of the note.
Created Datetime Datetime of the note creation.
Edited Datetime Datetime of the last edit of the note.
AttachmentDisplayName String Display name of the attachment.
AttachmentFileExtension String File extension of the attachment.
AttachmentFileName String File name of the attachment.
AttachmentFileSize Long File size of the attachment.
AttachmentFileSizeDisplay String Display file size of the attachment.
AttachmentFileType String Type of the attachment file.
AttachmentLastModified Datetime Last modified datetime of the attachment.
AttachmentPersonal Boolean Indicator if the attachment is personal.

Act! CRM Connector for CData Sync

ContactActivities

Query the Activities for a given Act! CRM Contact.

Table Specific Information

Select

  • ContactId supports the '=' operator.
  • Created supports the '<=,<,=,!=,>,>=' operator.
  • Subject supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Location supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentDisplayName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileSize supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentFileSizeDisplay supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileType supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentLastModified supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentPersonal supports the '=' operator.
  • CompaniesAggregate supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Details supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Edited supports the '<=,<,=,!=,>,>=' operator.
  • EndTime supports the '<=,<,=,!=,>,>=' operator.
  • GroupsAggregate supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • IsCleared supports the '=' operator.
  • IsPrivate supports the '=' operator.
  • IsTimeless supports the '=' operator.
  • OpportunitiesAggregate supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecurSpecFrequency supports the '<=,<,=,!=,>,>=' operator.
  • RecurSpecIsEndless supports the '=' operator.
  • RecurSpecMonth supports the '<=,<,=,!=,>,>=' operator.
  • RecurSpecRecurType supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecurSpecSeriesEnd supports the '<=,<,=,!=,>,>=' operator.
  • RecurSpecSeriesStart supports the '<=,<,=,!=,>,>=' operator.
  • StartTime supports the '<=,<,=,!=,>,>=' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side: 
SELECT * FROM ContactActivities WHERE ContactId = '12345'

SELECT * FROM ContactActivities WHERE Subject = 'Team meeting'

SELECT * FROM ContactActivities WHERE Location = 'My Location'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type Description
Id [KEY] String A unique identifier that represents the activity.
ContactId String A unique identifier that represents the contact related to the activities.
Created Datetime The date and time the activity was created.
Subject String A description of the action to be completed.
Location String Describes the physical location that the activity is to take place.
ActivityPriorityName String Displays the priority of the activity.
ActivityTypeName String Displays the type of the activity.
AttachmentDisplayName String Gets presentation name of the attachment.
AttachmentFileExtension String Gets the extension of the Attachment
AttachmentFileName String Gets a string representing the directory's full path.
AttachmentFileSize Int Gets the size (bytes) of the attachments.
AttachmentFileSizeDisplay String Gets the displayable text representation of the attachment
AttachmentFileType String Gets the registered system file type name of the attachment
AttachmentLastModified Datetime Gets the last modified date of the attachment
AttachmentPersonal Bool Indicates whether the attachment is bound for the personal suppplemental files or the workgroup supplemental files.
CompaniesAggregate String List of companies that are associated to this activity.
Details String Additional detailed information about the activity.
Edited Datetime The date and time the activity was last updated.
EndTime Datetime The time the activity is to end
GroupsAggregate String List a groups that are associated to this activity.
IsCleared Bool Indicates that the activity has been cleared.
IsPrivate Bool Indicates elevated security that only the creator/owner has access to this activity
IsTimeless Bool Indicates whether a specifies action is to be completed at a specific time-of-day.
OpportunitiesAggregate String List a opportunities that are associated to this activity.
RecurSpecDayDayAsInt Int An integer representation of the day of the week portion of a recurrence pattern.
RecurSpecDayDaysOfWeek String Representation of the day of the week portion of a recurrence pattern.
RecurSpecDayDayType String Describing the day-portion of the recurrence pattern.
RecurSpecDayOrdinal String Describes recurrence in relative terms for certain recurrence patterns (i.e. First, Third, Last).
RecurSpecDayTypedDay String Describing the TypedDay (Day, WeekDay or Weekend Day) for the recurrence pattern when DayType is
RecurSpecFrequency Int Represents how often for the recurrence patterns
RecurSpecIsEndless Bool Flag denoting whether an end date has been specified for the pattern. Note: If false, the following defaults are used: For Daily and Weekly: 2 years beyond the start date For Monthly and Yearly: June 6, 2073.
RecurSpecMonth Int Represents the specific month for certain recurrence patterns
RecurSpecRecurType String Represents a unit of time used to separate recurences (i.e. Daily, Weekly, Monthly, Yearly).
RecurSpecSeriesEnd Datetime Specifiying the ending time for a given day.
RecurSpecSeriesStart Datetime Specifiying the starting time for a given day.
ScheduledBy String The contact who created this activity.
ScheduledFor String The name of the activity's organizer.
SeriesID String A unique identifier that represents the activity. The id that is returned is based on if it is a recurring or not. Recurrent activity: RecurSourceActivityId or Single Occurence activity: ActivityID
StartTime Datetime The time the activity is to begin

Act! CRM Connector for CData Sync

ContactGroups

Query the Act! CRM Groups the Contact belongs to.

Table Specific Information

Select

  • ContactId supports the '=' operator.
  • Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
  • ParentID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side: 
SELECT * FROM ContactGroups WHERE ContactId = '12345'

SELECT * FROM ContactGroups WHERE Name = 'Contact name'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type Description
Id [KEY] String The unique identifier (id) for a group.
ContactId [KEY] String The unique identifier (id) for the contact included in the group.
Created Datetime A timestamp when this group was created
Name String The name of the group.
AddressCity String An inhabited place of greater size, population, or importance than a town or village.
AddressCountry String A nation with its own government, occupying a particular territory.
AddressLine1 String Primary street address
AddressLine2 String Secondary street address
AddressLine3 String Miscellaneous street address
AddressPostalCode String A code of letters and digits added to a postal address to aid in the sorting of mail.
AddressState String A nation or territory considered as an organized political community under one government.
Description String A brief written respresentation of a group.
Edited Datetime Edited date of the contact.
EditedBy String User who edited the contact.
HierarchyLevel Int The level this group appears in its hierarchy.
ParentID String The group's parent entity.
RecordOwner String Owner user of the record.

Act! CRM Connector for CData Sync

GroupNotes

Query the Notes for a given Act! CRM Group.

Table Specific Information

Select

  • GroupId supports the '=' operator.
  • ManageUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • CreateUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • IsPrivate supports the '=' operator.
  • NoteText supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • DisplayDate supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentDisplayName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentLastModified supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentPersonal supports the '=' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to GroupId. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side: 
SELECT * FROM GroupNotes WHERE GroupId = '12345'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type Description
Id [KEY] String The unique identifier (id) for a given note.
GroupId [KEY] String The unique identifier (id) for the group included in the note.
ManageUserID String The unique identifier (id) of the user managing the note.
CreateUserID String The unique identifier (id) of the user who created the note.
IsPrivate Boolean Indicator if the note is private.
NoteText String Descriptive text of the note.
NoteTypeID Long The id of the type of the note.
DisplayDate Datetime Display date of the note.
Created Datetime Datetime of the note creation.
Edited Datetime Datetime of the last edit of the note.
AttachmentDisplayName String Display name of the attachment.
AttachmentFileExtension String File extension of the attachment.
AttachmentFileName String File name of the attachment.
AttachmentFileSize Long File size of the attachment.
AttachmentFileSizeDisplay String Display file size of the attachment.
AttachmentFileType String Type of the attachment file.
AttachmentLastModified Datetime Last modified datetime of the attachment.
AttachmentPersonal Boolean Indicator if the attachment is personal.

Act! CRM Connector for CData Sync

OpportunityNotes

Query the Notes for a given Act! CRM Opportunity.

Table Specific Information

Select

  • OpportunityId supports the '=' operator.
  • ManageUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • CreateUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • IsPrivate supports the '=' operator.
  • NoteText supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • DisplayDate supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentDisplayName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentLastModified supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentPersonal supports the '=' operator.
The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side: 
SELECT * FROM OpportunityNotes WHERE OpportunityId = '12345'
You can turn off the client-side execution of the query by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will cause an error.

Columns

Name Type Description
Id [KEY] String The unique identifier (id) for a given note.
OpportunityId [KEY] String The unique identifier (id) for the opportunity included in the note.
ManageUserID String The unique identifier (id) of the user managing the note.
CreateUserID String The unique identifier (id) of the user who created the note.
IsPrivate Boolean Indicator if the note is private.
NoteText String Descriptive text of the note.
NoteTypeID Long The id of the type of the note.
DisplayDate Datetime Display date of the note.
Created Datetime Datetime of the note creation.
Edited Datetime Datetime of the last edit of the note.
AttachmentDisplayName String Display name of the attachment.
AttachmentFileExtension String File extension of the attachment.
AttachmentFileName String File name of the attachment.
AttachmentFileSize Long File size of the attachment.
AttachmentFileSizeDisplay String Display file size of the attachment.
AttachmentFileType String Type of the attachment file.
AttachmentLastModified Datetime Last modified datetime of the attachment.
AttachmentPersonal Boolean Indicator if the attachment is personal.

Act! CRM Connector for CData Sync

接続文字列オプション

接続文字列プロパティは、接続を確立するために使用できるさまざまなオプションです。このセクションでは、本プロバイダーの接続文字列で設定できるオプションの一覧を示します。詳細については各リンクをクリックしてください。

接続を確立する方法について詳しくは、接続の確立を参照してください。

Authentication

プロパティ説明
ActCloudNameThe handle assigned to the Act! Premium Cloud account.
ActDatabaseThe Act! Database to connect to.
URLThe URL of the ActCRM account.
ActEditionThe edition of ActCRM being used. Set either Act CRM or Act Premium Cloud.
User認証で使用されるAct! CRM ユーザーアカウント。
Passwordユーザーの認証で使用されるパスワード。

SSL

プロパティ説明
SSLServerCertTLS/SSL を使用して接続するときに、サーバーが受け入れ可能な証明書。

Firewall

プロパティ説明
FirewallTypeプロキシベースのファイアウォールで使われるプロトコル。
FirewallServerプロキシベースのファイアウォールの名前もしくはIP アドレス。
FirewallPortプロキシベースのファイアウォールのTCP ポート。
FirewallUserプロキシベースのファイアウォールに認証するために使うユーザー名。
FirewallPasswordプロキシベースのファイアウォールへの認証に使われるパスワード。

Proxy

プロパティ説明
ProxyAutoDetectこれは、システムプロキシ設定を使用するかどうかを示します。これは他のプロキシ設定よりも優先されるため、カスタムプロキシ設定を使用するにはProxyAutoDetect をFALSE に設定する必要があります。
ProxyServerHTTP トラフィックをルートするためのプロキシのホストネームもしくはIP アドレス。
ProxyPortProxyServer プロキシが起動しているTCP ポート。
ProxyAuthSchemeProxyServer プロキシへの認証で使われる認証タイプ。
ProxyUserProxyServer プロキシへの認証に使われるユーザー名。
ProxyPasswordProxyServer プロキシへの認証に使われるパスワード。
ProxySSLTypeProxyServer プロキシへの接続時に使用するSSL タイプ。
ProxyExceptionsProxyServer 経由での接続が免除される宛先ホスト名またはIP のセミコロン区切りのリスト。

Logging

プロパティ説明
LogModulesログファイルに含めるコアモジュール。

Schema

プロパティ説明
Locationテーブル、ビュー、およびストアドプロシージャを定義するスキーマファイルを格納するディレクトリへのパス。
BrowsableSchemasこのプロパティは、使用可能なスキーマのサブセットにレポートされるスキーマを制限します。例えば、BrowsableSchemas=SchemaA,SchemaB,SchemaC です。
Tablesこのプロパティは、使用可能なテーブルのサブセットにレポートされるテーブルを制限します。例えば、Tables=TableA,TableB,TableC です。
Views使用可能なテーブルのサブセットにレポートされるビューを制限します。例えば、Views=ViewA,ViewB,ViewC です。

Miscellaneous

プロパティ説明
IncludeCustomFieldsA boolean indicating if you would like to include custom fields in the column listing.
MaxRowsクエリで集計またはグループ化を使用しない場合に返される行数を制限します。これにより、設計時にパフォーマンスの問題を回避できます。
Otherこれらの隠しプロパティは特定のユースケースでのみ使用されます。
PagesizeAct! CRM から返されるページあたりの結果の最大数。
PseudoColumnsこのプロパティは、テーブルのカラムとして疑似カラムが含まれているかどうかを示します。
RowScanDepthテーブルで利用可能なカラムを探すためにスキャンする行数の最大値。
Timeoutタイムアウトエラーがスローされ、処理をキャンセルするまでの秒数。
TypeDetectionSchemeEnables scanning Act! CRM Contact entities to determine unique columns.
UserDefinedViewsカスタムビューを含むJSON コンフィギュレーションファイルを指すファイルパス。
Act! CRM Connector for CData Sync

Authentication

このセクションでは、本プロバイダーの接続文字列で設定可能なAuthentication プロパティの全リストを提供します。

プロパティ説明
ActCloudNameThe handle assigned to the Act! Premium Cloud account.
ActDatabaseThe Act! Database to connect to.
URLThe URL of the ActCRM account.
ActEditionThe edition of ActCRM being used. Set either Act CRM or Act Premium Cloud.
User認証で使用されるAct! CRM ユーザーアカウント。
Passwordユーザーの認証で使用されるパスワード。
Act! CRM Connector for CData Sync

ActCloudName

The handle assigned to the Act! Premium Cloud account.

解説

ActCloudName is assigned to the account when it is created in Act! Premium Cloud.

It is found in the browser's address field when opening the online account, in the form https://eup1-iis-04.eu.hosted.act.com/ActCloudName.

This property is only applied for Act! Premium Cloud connections, and must not be used if attempting to connect to an on-premise Act! Premium (Web) database.

Act! CRM Connector for CData Sync

ActDatabase

The Act! Database to connect to.

解説

If you are using Act! Premium for Desktop, the database name is shown at the top of the page, as Act! Premium - {DatabaseName}. If you are using Act! Premium Cloud, click the ? icon in the top right and select About Act! Premium. You will find the Database Name in the window that appears.

Act! CRM Connector for CData Sync

URL

The URL of the ActCRM account.

解説

The ActCRM URL is in the form http://{act crm instance}.com.

For Premium On-Premise this property should look like http://serverName/.

Act! CRM Connector for CData Sync

ActEdition

The edition of ActCRM being used. Set either Act CRM or Act Premium Cloud.

解説

ActCloudName property is mandatory and needs to be filled only in Case of [Act Premium Cloud].

Act! CRM Connector for CData Sync

User

認証で使用されるAct! CRM ユーザーアカウント。

解説

このフィールドは、Password とともに、Act! CRM サーバーに対して認証をするために使われます。

Act! CRM Connector for CData Sync

Password

ユーザーの認証で使用されるパスワード。

解説

User およびPassword を一緒に使用してサーバーで認証を行います。

Act! CRM Connector for CData Sync

SSL

このセクションでは、本プロバイダーの接続文字列で設定可能なSSL プロパティの全リストを提供します。

プロパティ説明
SSLServerCertTLS/SSL を使用して接続するときに、サーバーが受け入れ可能な証明書。
Act! CRM Connector for CData Sync

SSLServerCert

TLS/SSL を使用して接続するときに、サーバーが受け入れ可能な証明書。

解説

TLS/SSL 接続を使用する場合は、このプロパティを使用して、サーバーが受け入れるTLS/SSL 証明書を指定できます。コンピュータによって信頼されていない他の証明書はすべて拒否されます。

このプロパティは、次のフォームを取ります：

説明 例
フルPEM 証明書（例では省略されています） -----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE-----
証明書を保有するローカルファイルへのパス。 C:\cert.cer
公開鍵（例では省略されています） -----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY-----
MD5 Thumbprint （hex 値はスペースおよびコロン区切り） ecadbdda5a1529c58a1e9e09828d70e4
SHA1 Thumbprint （hex 値はスペースおよびコロン区切り） 34a929226ae0819f2ec14b4a3d904f801cbb150d

これを指定しない場合は、マシンが信用するすべての証明書が受け入れられます。

すべての証明書の受け入れを示すには、'*'を使用します。セキュリティ上の理由から、これはお勧めできません。

Act! CRM Connector for CData Sync

Firewall

このセクションでは、本プロバイダーの接続文字列で設定可能なFirewall プロパティの全リストを提供します。

プロパティ説明
FirewallTypeプロキシベースのファイアウォールで使われるプロトコル。
FirewallServerプロキシベースのファイアウォールの名前もしくはIP アドレス。
FirewallPortプロキシベースのファイアウォールのTCP ポート。
FirewallUserプロキシベースのファイアウォールに認証するために使うユーザー名。
FirewallPasswordプロキシベースのファイアウォールへの認証に使われるパスワード。
Act! CRM Connector for CData Sync

FirewallType

プロキシベースのファイアウォールで使われるプロトコル。

解説

このプロパティは、Sync App がFirewallServer プロキシ経由でトンネルトラフィックを使うためのプロトコルを指定します。デフォルトでは、Sync App はシステムプロキシに接続します。この動作を無効化し次のプロキシタイプのどれかで接続するには、ProxyAutoDetect をfalse に設定します。

タイプ デフォルトポート 説明
TUNNEL 80 これが設定されている場合、Sync App はAct! CRM への接続を開き、プロキシを経由して通信が行われます。
SOCKS4 1080 これが設定されている場合、Sync App はデータをFirewallServer およびFirewallPort で指定されたSOCS 4 プロキシ経由で送信し、接続リクエストが許容されるかどうかを決定します。
SOCKS5 1080 これが設定されている場合、Sync App はデータをFirewallServer およびFirewallPort で指定されたSOCS 5 プロキシ経由で送信します。プロキシに認証が必要な場合には、FirewallUser およびFirewallPassword をプロキシが認識する認証情報に設定します。

HTTP プロキシへの接続には、ProxyServer およびProxyPort ポートを使ってください。HTTP プロキシへの認証には、ProxyAuthScheme、ProxyUser、およびProxyPassword を使ってください。

Act! CRM Connector for CData Sync

FirewallServer

プロキシベースのファイアウォールの名前もしくはIP アドレス。

解説

ファイアウォールトラバーサルを許容するために設定するIP アドレス、DNS 名、もしくはプロキシホスト名を指定するプロパティです。プロトコルはFirewallType で指定されます。このプロパティとFirewallServer を使って、SOCKS 経由での接続、もしくはトンネリングが可能です。HTTP プロキシへの接続には、ProxyServer を使用します。

Sync App はデフォルトでシステムプロキシを使うので注意してください。他のプロキシを使う場合には、ProxyAutoDetect をfalse に設定してください。

Act! CRM Connector for CData Sync

FirewallPort

プロキシベースのファイアウォールのTCP ポート。

解説

ファイアウォールトラバーサルを許容するために設定するプロキシベースのファイアウォールのTCP ポート。名前もしくはIP アドレスを指定するには、FirewallServer を使います。FirewallType でプロトコルを指定します。

Act! CRM Connector for CData Sync

FirewallUser

プロキシベースのファイアウォールに認証するために使うユーザー名。

解説

FirewallUser およびFirewallPassword プロパティは、FirewallType により指定された認証方式に則り、FirewallServer、およびFirewallPort で指定されたプロキシに対しての認証に使われます。

Act! CRM Connector for CData Sync

FirewallPassword

プロキシベースのファイアウォールへの認証に使われるパスワード。

解説

このプロパティは、FirewallType により指定された認証メソッドに則り、FirewallServer およびFirewallPort で指定されたプロキシに渡されます。

Act! CRM Connector for CData Sync

Proxy

このセクションでは、本プロバイダーの接続文字列で設定可能なProxy プロパティの全リストを提供します。

プロパティ説明
ProxyAutoDetectこれは、システムプロキシ設定を使用するかどうかを示します。これは他のプロキシ設定よりも優先されるため、カスタムプロキシ設定を使用するにはProxyAutoDetect をFALSE に設定する必要があります。
ProxyServerHTTP トラフィックをルートするためのプロキシのホストネームもしくはIP アドレス。
ProxyPortProxyServer プロキシが起動しているTCP ポート。
ProxyAuthSchemeProxyServer プロキシへの認証で使われる認証タイプ。
ProxyUserProxyServer プロキシへの認証に使われるユーザー名。
ProxyPasswordProxyServer プロキシへの認証に使われるパスワード。
ProxySSLTypeProxyServer プロキシへの接続時に使用するSSL タイプ。
ProxyExceptionsProxyServer 経由での接続が免除される宛先ホスト名またはIP のセミコロン区切りのリスト。
Act! CRM Connector for CData Sync

ProxyAutoDetect

これは、システムプロキシ設定を使用するかどうかを示します。これは他のプロキシ設定よりも優先されるため、カスタムプロキシ設定を使用するにはProxyAutoDetect をFALSE に設定する必要があります。

解説

これは他のプロキシ設定よりも優先されるため、カスタムプロキシ設定を使用するにはProxyAutoDetect をFALSE に設定する必要があります。

HTTP プロキシへの接続には、ProxyServer を参照してください。SOCKS やトンネリングなどの他のプロキシには、FirewallType を参照してください。

Act! CRM Connector for CData Sync

ProxyServer

HTTP トラフィックをルートするためのプロキシのホストネームもしくはIP アドレス。

解説

HTTP トラフィックをルートするためのプロキシのホストネームもしくはIP アドレス。HTTP プロキシへの認証には、Sync App はHTTP、Windows(NTLM)、もしくはKerberos 認証タイプを使用することができます。

SOCKS プロキシを経由して接続する、もしくは接続をトンネルするには、FirewallType を参照してください。

デフォルトで、Sync App はsystem プロキシを使います。他のプロキシを使う場合には、ProxyAutoDetect をfalse に設定します。

Act! CRM Connector for CData Sync

ProxyPort

ProxyServer プロキシが起動しているTCP ポート。

解説

HTTP トラフィックをリダイレクトするHTTP プロキシが実行されているポート。ProxyServer でHTTP プロキシを指定します。その他のプロキシタイプについては、FirewallType を参照してください。

Act! CRM Connector for CData Sync

ProxyAuthScheme

ProxyServer プロキシへの認証で使われる認証タイプ。

解説

この値は、ProxyServer およびProxyPort で指定されるHTTP プロキシに認証するために使われる認証タイプを指定します。

Sync App は、デフォルトでsystem proxy settings を使い、追加での設定が不要です。他のプロキシへの接続をする場合には、ProxyServer およびProxyPort に加え、ProxyAutoDetect をfalse に設定します。認証するには、ProxyAuthScheme を設定し、必要な場合にはProxyUser およびProxyPassword を設定します。

認証タイプは、次のどれかになります。

  • BASIC： Sync App はHTTP BASIC 認証を行います。
  • DIGEST： Sync App はHTTP DIGEST 認証を行います。
  • NEGOTIATE： Sync App は認証において有効なプロトコルに応じて、NTLM もしくはKereros トークンを取得します。
  • PROPRIETARY： Sync App はNTLM もしくはKerberos トークンを発行しません。このトークンを、HTTP リクエストのAuthorization ヘッダーに含める必要があります。

SOCKS 5 認証のような他の認証タイプを使用するには、FirewallType を参照してください。

Act! CRM Connector for CData Sync

ProxyUser

ProxyServer プロキシへの認証に使われるユーザー名。

解説

ProxyUser および ProxyPassword オプションは、ProxyServer で指定されたHTTP プロキシに対して接続および認証するために使用されます。

ProxyAuthScheme で使用可能な認証タイプを選択することができます。HTTP 認証を使う場合、これをHTTP プロキシで識別可能なユーザーのユーザー名に設定します。Windows もしくはKerberos 認証を使用する場合、このプロパティを次の形式のどれかでユーザー名に設定します。 

user@domain
domain\user

Act! CRM Connector for CData Sync

ProxyPassword

ProxyServer プロキシへの認証に使われるパスワード。

解説

このプロパティは、NTLM(Windows)、Kerberos、もしくはHTTP 認証をサポートするHTTP プロキシサーバーに認証するために使われます。HTTP プロキシを指定するためには、ProxyServer およびProxyPort を設定します。認証タイプを指定するためにはProxyAuthScheme を設定します。

HTTP 認証を使う場合、さらにHTTP プロキシにProxyUser およびProxyPassword を設定します。

NTLM 認証を使う場合、Windows パスワードにProxyUser およびProxyPassword を設定します。Kerberos 認証には、これらを入力する必要があります。

SOCKS 5 認証もしくは、トンネリングは、FirewallType を参照してください。

デフォルトで、Sync App はsystem プロキシを使います。他のプロキシに接続する場合には、これをfalse に設定します。

Act! CRM Connector for CData Sync

ProxySSLType

ProxyServer プロキシへの接続時に使用するSSL タイプ。

解説

このプロパティは、ProxyServer で指定されたHTTP プロキシへの接続にSSL を使用するかどうかを決定します。この値は、AUTO、ALWAYS、NEVER、TUNNEL のいずれかです。有効な値は次のとおりです。

AUTOデフォルト設定。URL がHTTPS URL の場合、Sync App は、TUNNEL オプションを使います。URL がHTTP URL の場合、コンポーネントはNEVER オプションを使います。
ALWAYS接続は、常にSSL 有効となります。
NEVER接続は、SSL 有効になりません。
TUNNEL接続は、トンネリングプロキシを経由します。プロキシサーバーがリモートホストへの接続を開き、プロキシを経由して通信が行われます。

Act! CRM Connector for CData Sync

ProxyExceptions

ProxyServer 経由での接続が免除される宛先ホスト名またはIP のセミコロン区切りのリスト。

解説

ProxyServer は、このプロパティで定義されたアドレスを除くすべてのアドレスに使用されます。セミコロンを使用してエントリを区切ります。

Sync App は、追加設定なしにデフォルトでシステムのプロキシ設定を使います。この接続のプロキシ例外を明示的に構成するには、ProxyAutoDetect をfalse に設定して、ProxyServer およびProxyPort を設定する必要があります。認証するには、ProxyAuthScheme を設定し、必要な場合にはProxyUser およびProxyPassword を設定します。

Act! CRM Connector for CData Sync

Logging

このセクションでは、本プロバイダーの接続文字列で設定可能なLogging プロパティの全リストを提供します。

プロパティ説明
LogModulesログファイルに含めるコアモジュール。
Act! CRM Connector for CData Sync

LogModules

ログファイルに含めるコアモジュール。

解説

指定された（';' で区切られた）モジュールのみがログファイルに含まれます。デフォルトではすべてのモジュールが含まれます。

概要はログ ページを参照してください。

Act! CRM Connector for CData Sync

Schema

このセクションでは、本プロバイダーの接続文字列で設定可能なSchema プロパティの全リストを提供します。

プロパティ説明
Locationテーブル、ビュー、およびストアドプロシージャを定義するスキーマファイルを格納するディレクトリへのパス。
BrowsableSchemasこのプロパティは、使用可能なスキーマのサブセットにレポートされるスキーマを制限します。例えば、BrowsableSchemas=SchemaA,SchemaB,SchemaC です。
Tablesこのプロパティは、使用可能なテーブルのサブセットにレポートされるテーブルを制限します。例えば、Tables=TableA,TableB,TableC です。
Views使用可能なテーブルのサブセットにレポートされるビューを制限します。例えば、Views=ViewA,ViewB,ViewC です。
Act! CRM Connector for CData Sync

Location

テーブル、ビュー、およびストアドプロシージャを定義するスキーマファイルを格納するディレクトリへのパス。

解説

Sync App のスキーマファイル（テーブルとビューの場合は.rsd ファイル、ストアドプロシージャの場合は.rsb ファイル）を含むディレクトリへのパス。このフォルダの場所は、実行ファイルの場所からの相対パスにすることができます。Location プロパティは、定義をカスタマイズしたり（例えば、カラム名を変更する、カラムを無視するなど）、新しいテーブル、ビュー、またはストアドプロシージャでデータモデルを拡張する場合にのみ必要です。

指定しない場合、デフォルトの場所は"%APPDATA%\\CData\\ActCRM Data Provider\\Schema" となり、%APPDATA% はユーザーのコンフィギュレーションディレクトリに設定されます：

Act! CRM Connector for CData Sync

BrowsableSchemas

このプロパティは、使用可能なスキーマのサブセットにレポートされるスキーマを制限します。例えば、BrowsableSchemas=SchemaA,SchemaB,SchemaC です。

解説

スキーマをデータベースからリストすると、負荷がかかる可能性があります。接続文字列でスキーマのリストを提供すると、 パフォーマンスが向上します。

Act! CRM Connector for CData Sync

Tables

このプロパティは、使用可能なテーブルのサブセットにレポートされるテーブルを制限します。例えば、Tables=TableA,TableB,TableC です。

解説

テーブルを複数のデータベースからリストすると、負荷がかかる可能性があります。接続文字列でテーブルのリストを提供すると、Sync App のパフォーマンスが向上します。

このプロパティは、作業したいビューがすでにわかっていて、ビューが多すぎる場合に、ビューを自動的にリストする代わりに使用することもできます。

カンマ区切りのリストで使用したいテーブルを指定します。各テーブルは、角かっこ、二重引用符、またはバッククオートを使用してエスケープされた特殊文字列を含む有効なSQL 識別子である必要があります。 例えば、Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space` です。

複数のスキーマまたはカタログを持つデータソースに接続する場合は、複数のカタログやスキーマに存在するテーブル間の曖昧さを避けるため、最後の例のように、このプロパティにテーブルの完全修飾名を指定する必要があることに注意してください。

Act! CRM Connector for CData Sync

Views

使用可能なテーブルのサブセットにレポートされるビューを制限します。例えば、Views=ViewA,ViewB,ViewC です。

解説

ビューを複数のデータベースからリストすると、負荷がかかる可能性があります。接続文字列でビューのリストを提供すると、Sync App のパフォーマンスが向上します。

このプロパティは、作業したいビューがすでにわかっていて、ビューが多すぎる場合に、ビューを自動的にリストする代わりに使用することもできます。

カンマ区切りのリストで使用したいビューを指定します。各ビューは、角かっこ、二重引用符、またはバッククオートを使用してエスケープされた特殊文字列を含む有効なSQL 識別子である必要があります。 例えば、Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space` です。

複数のスキーマまたはカタログを持つデータソースに接続する場合は、複数のカタログやスキーマに存在するテーブル間の曖昧さを避けるため、最後の例のように、このプロパティにテーブルの完全修飾名を指定する必要があることに注意してください。

Act! CRM Connector for CData Sync

Miscellaneous

このセクションでは、本プロバイダーの接続文字列で設定可能なMiscellaneous プロパティの全リストを提供します。

プロパティ説明
IncludeCustomFieldsA boolean indicating if you would like to include custom fields in the column listing.
MaxRowsクエリで集計またはグループ化を使用しない場合に返される行数を制限します。これにより、設計時にパフォーマンスの問題を回避できます。
Otherこれらの隠しプロパティは特定のユースケースでのみ使用されます。
PagesizeAct! CRM から返されるページあたりの結果の最大数。
PseudoColumnsこのプロパティは、テーブルのカラムとして疑似カラムが含まれているかどうかを示します。
RowScanDepthテーブルで利用可能なカラムを探すためにスキャンする行数の最大値。
Timeoutタイムアウトエラーがスローされ、処理をキャンセルするまでの秒数。
TypeDetectionSchemeEnables scanning Act! CRM Contact entities to determine unique columns.
UserDefinedViewsカスタムビューを含むJSON コンフィギュレーションファイルを指すファイルパス。
Act! CRM Connector for CData Sync

IncludeCustomFields

A boolean indicating if you would like to include custom fields in the column listing.

解説

Setting this to true will cause custom fields to be included in the column listing, but may cause poor performance when listing metadata.

Act! CRM Connector for CData Sync

MaxRows

クエリで集計またはグループ化を使用しない場合に返される行数を制限します。これにより、設計時にパフォーマンスの問題を回避できます。

解説

クエリで集計またはグループ化を使用しない場合に返される行数を制限します。これにより、設計時にパフォーマンスの問題を回避できます。

Act! CRM Connector for CData Sync

Other

これらの隠しプロパティは特定のユースケースでのみ使用されます。

解説

以下にリストされているプロパティは、特定のユースケースで使用可能です。通常のドライバーのユースケースおよび機能では、これらのプロパティは必要ありません。

複数のプロパティをセミコロン区切りリストで指定します。

統合およびフォーマット

DefaultColumnSizeデータソースがメタデータにカラムの長さを提供しない場合に、文字列フィールドのデフォルトの長さを設定します。デフォルト値は2000です。
ConvertDateTimeToGMT日時の値を、マシンのローカルタイムではなくGMT グリニッジ標準時に変換するかどうかを決定します。
RecordToFile=filename基底のソケットデータ転送を指定のファイルに記録します。

Act! CRM Connector for CData Sync

Pagesize

Act! CRM から返されるページあたりの結果の最大数。

解説

Pagesize プロパティは、Act! CRM から返されるページあたりの結果の最大数に影響を与えます。より大きい値を設定すると、1ページあたりの消費メモリが増える代わりに、パフォーマンスが向上する場合があります。

Act! CRM Connector for CData Sync

PseudoColumns

このプロパティは、テーブルのカラムとして疑似カラムが含まれているかどうかを示します。

解説

Entity Framework ではテーブルカラムでない疑似カラムに値を設定できないため、この設定はEntity Framework で特に便利です。この接続設定の値は、"Table1=Column1, Table1=Column2, Table2=Column3" の形式です。"*=*" のように"*" 文字を使用して、すべてのテーブルとすべてのカラムを含めることができます。

Act! CRM Connector for CData Sync

RowScanDepth

テーブルで利用可能なカラムを探すためにスキャンする行数の最大値。

解説

テーブルのカラムはテーブル行をスキャンすることで決定される必要があります。この値はスキャンされる行数の最大値を設定します。

大きい値を設定すると、パフォーマンスが低下する場合があります。小さい値を設定すると、特にnull データがある場合には、データ型を正しく判定できない場合があります。

Act! CRM Connector for CData Sync

Timeout

タイムアウトエラーがスローされ、処理をキャンセルするまでの秒数。

解説

Timeout が0に設定されている場合は、操作がタイムアウトしません。処理が正常に完了するか、エラー状態になるまで実行されます。

Timeout の有効期限が切れても処理が完了していない場合は、Sync App は例外をスローします。

Act! CRM Connector for CData Sync

TypeDetectionScheme

Enables scanning Act! CRM Contact entities to determine unique columns.

解説

In the Act! CRM API, Contact entities can have different sets of associated attributes in addition to the standard columns.

To access these unique columns, set the following connection properties:

RowScanSetting TypeDetectionScheme to RowScan will scan objects (rows) to heuristically determine additional columns when you connect. The RowScanDepth determines the number of objects to be scanned.
NoneSetting TypeDetectionScheme to None will return only the standard columns.

Act! CRM Connector for CData Sync

UserDefinedViews

カスタムビューを含むJSON コンフィギュレーションファイルを指すファイルパス。

解説

ユーザー定義ビューは、UserDefinedViews.json というJSON 形式のコンフィギュレーションファイルで定義されています。Sync App は、このファイルで指定されたビューを自動的に検出します。

また、複数のビュー定義を持ち、UserDefinedViews 接続プロパティを使用して制御することも可能です。このプロパティを使用すると、指定されたビューのみがSync App によって検知されます。

このユーザー定義ビューのコンフィギュレーションファイルは、次のようにフォーマットされています。

  • 各ルートエレメントはビューの名前を定義します。
  • 各ルートエレメントには、query と呼ばれる子エレメントが含まれており、この子エレメントにはビューのカスタムSQL クエリが含まれています。

次に例を示します。 

{
	"MyView": {
		"query": "SELECT * FROM Activities WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}
UserDefinedViews 接続プロパティを使用して、JSON コンフィギュレーションファイルの場所を指定します。次に例を示します。 
"UserDefinedViews", "C:\\Users\\yourusername\\Desktop\\tmp\\UserDefinedViews.json"

Copyright (c) 2023 CData Software, Inc. - All rights reserved.
Build 22.0.8479