CData Python Connector for Act! CRM

Overview

The CData Python Connector for Act! CRM allows developers to write Python scripts with connectivity to Act! CRM. The connector wraps the complexity of accessing Act! CRM data in an interface commonly used by python connectors to common database systems.

Key Features

A variety of WHL files or a single TAR.GZ file that accommodate several execution environments after installation with "pip install".
Supported for Python versions 3.8, 3.9, 3.10, and 3.11, within both Windows and Linux environments. Python 3.8, 3.9, and 3.10 distributions on Mac are also supported.
Write and execute SQL queries to fetch and update data in Act! CRM.
Custom dialect class that enables SQLAlchemy 1.3 and 1.4 to use this connector.

Getting Started

See Getting Started to install the connector to your python distribution and to create a basic connection to Act! CRM.

Using the Python Connector/Using from Tools

See Using the Connector for examples of executing basic SELECT, INSERT, UPDATE, DELETE, and EXECUTE queries with the module's provided classes.

See Using from Tools to connect Act! CRM data to tools such as Pandas or Petl.

SQLAlchemy ORM

SQLAlchemy can be leveraged to model the tables in Act! CRM with mapped classes. See From SQLAlchemy for instructions for configuring the Python connector with SQLAlchemy.

Pandas

Pandas' DataFrames can be used alongside the connector to generate analytical graphics. See From Pandas for a guide.

Schema Discovery

See Schema Discovery to query the provided system tables, which allows users to discover the available tables, views, and stored procedure, alongside additional information about their columns or parameters.

Advanced Features

Advanced Features details additional features supported by the connector, such as defining user defined views, ssl configuration, remoting, caching, firewall/proxy settings, and advanced logging.

SQL Compliance

See SQL Compliance for a syntax reference and code examples outlining the supported SQL.

Data Model

See Data Model for the available database objects. This section also provides more detailed information on querying specific Act! CRM entities.

Connection String Options

The Connection properties describe the various options that can be used to establish a connection.