Power BI Connector for Act! CRM

Build 24.0.9062

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 本製品 uses the Act! CRM API to process search criteria that refer to the supported fields. The 本製品 processes other filters client-side within the 本製品. 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'

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 Datetime 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.

IsFavorite Bool False

Assign this contact as a favorite.

IsImported Bool False

Identifies last communication or action with a contact.

ImportDate Datetime False

This readonly property displays the date that the opportunity was imported into the system.

IsPrivate Bool False

Identifies last communication or action with a contact.

LastEmail String False

Last email.

LastAttempt String False

Last attempt.

LastReach String False

Last reach.

LastMeeting String False

Last meeting.

LastLetterSent String False

Last letter sent.

AmaScore Int False

The contact's.

BusinessAddressLatitude Decimal False

Business address latitude.

BusinessAddressLongitude Decimal False

Business address longitude.

BusinessCountryCode Int False

The contact's business phone country code.

BusinessMaskFormat String False

The contact's business phone mask format.

MobileCountryCode Int False

The contact's mobile phone country code.

MobileMaskFormat String False

The contact's mobile phone mask format.

FaxCountryCode Int False

The contact's fax phone country code.

FaxMaskFormat String False

The contact's fax phone mask format.

HomeAddressLatitude Decimal False

Home address latitude.

HomeAddressLongitude Decimal False

Home address longitude.

HomeCountryCode Int False

The contact's home phone country code.

HomeMaskFormat String False

The contact's home phone mask format.

AlternateCountryCode Int False

The contact's alternate phone country code.

AlternateMaskFormat String False

The contact's alternate phone mask format.

PagerCountryCode Int False

The contact's pager phone country code.

PagerMaskFormat String False

The contact's pager phone mask format.

AemOptOut Bool False

AemOptOut.

AemBounceBack Bool False

AemBounceBack.

RecordManagerId String False

The record manager.

QuickBooksId String False

Quickbooks external Id to match record with quickbooks contact.

NylasContactId String False

Nylas contact Id to match record with a contact.

CustomFields String False

Custom fields.

RecordManager String False

Record manager.

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.9062