SSIS Components for Act! CRM

Build 23.0.8839

CloseReason

Generates opportunity data to summerizes how many times a reason has been closed.

Table Specific Information

Select

The component will use the Act! CRM API to process WHERE clause conditions built with the following column and operator. The Status is required to make a request and the rest of the filter is executed client-side within the component

  • Date supports the '=,>,<,>=,<=' operators.
  • Status supports the '=' operator.

The component processes other filters client-side within the component. For example, the following queries are processed server side:

SELECT * FROM CloseReason where Status = 'open'

Columns

Name Type Description
Count Integer
Reason String
Status String Status of Activities

The allowed values are open, won, lost, inactive.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
Date Datetime Date Range of Activities By User

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Build 23.0.8839