Connecting to Act! CRM

You can connect to either Act! CRM or Act! Premium Cloud. Set the following to connect:

• User: The username used to authenticate to the Act! database.
• Password: The password used to authenticate to the Act! database.
• URL: The URL where the Act! CRM account is hosted. For example: http://serverName/.
• ActDatabase: The name of the Act! database you want to connect to. This is found by going to the About Act! Premium menu of your account, found at the top right of the page, in the ? menu. Use the Database Name in the window that appears.
• ActCloudRegion (Act! Premium Cloud only): The Region of the Act! Premium Cloud account.

Caching Metadata

Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.