The connector can be used to create ETL applications and pipelines for CSV data in Python using Petl.

Install Required Modules

Install the Petl modules using the pip utility.

pip install petl

Connecting

After you import the modules, including the CData Python Connector for Act! CRM, you can use the connector's connect function to create a connection using a valid Act! CRM connection string. If you prefer not to use a direct connection, you can use a SQLAlchemy engine.

import petl as etl
import cdata.actcrm as mod
cnxn = mod.connect("URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;")

Extract, Transform, and Load the Act! CRM Data

Create a SQL query string and store the query results in a DataFrame.

sql = "SELECT	FullName, Company FROM Activities "
table1 = etl.fromdb(cnxn,sql)

Loading Data

With the query results stored in a DataFrame, you can load your data into any supported Petl destination. The following example loads the data into a CSV file.

etl.tocsv(table1,'output.csv')

Modifying Data

Insert new rows into Act! CRM tables using Petl's appenddb function.

table1 = [['FullName','Company'],['Sample subject','Chemicals']]
etl.appenddb(table1,cnxn,'Activities')