Connecting to Act! CRM

Establishing a Connection shows how to authenticate to Act! CRM and configure any necessary connection properties from the Connection Manager window.

You can also configure component capabilities through the available Connection properties, from data modeling to firewall traversal. The Advanced Settings section shows how to set up more advanced configurations and troubleshoot connection errors.

Visual Studio Version Support

The CData SSIS Components for Act! CRM supports Visual Studio versions 2015 and above.

SSIS Version Support

The CData SSIS Components for Act! CRM provide data flow components that allow for straightforward integration with Act! CRM data from SSIS data flow tasks. SQL Server 2014, 2016, 2017, 2019, and 2022 are supported including their corresponding version of SQL Server Data Tools.

Act! CRM Version Support

The component leverages the Act! Web API for bidirectional access to Act! CRM data from Act! Premium on-premises and Act! Premium Cloud. The component also supports Act! Premium for Desktop, but you need an active subscription to connect.

See Also

• Using the Source Component: Pull Act! CRM data into your data flow task.
• Using the Destination Component: Push data to Act! CRM.
• Deploying to Azure: Deploy the CData components to Azure from Visual Studio.
• Troubleshooting: The component installation automatically adds the components to the toolbox; if you do not see the components, you can find the procedure to add them here.