Tableau Connector for Act! CRM

Build 24.0.9062

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

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.

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Build 24.0.9062