Establishing a Connection

Adding a Connection to Act! CRM

To add a connection to Act! CRM:

In the application console, navigate to the Connections page.
At the Add Connections panel, select the icon for the connection you want to add.
If the Act! CRM icon is not available, click the Add More icon to download and install the Act! CRM connector from the CData site.

For required properties, see the Settings tab.

For connection properties that are not typically required, see the Advanced tab.

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.

Advanced Features

This section details a selection of advanced features of the Act! CRM Sync App.

User Defined Views

The Sync App supports the use of user defined views, virtual tables whose contents are decided by a pre-configured user defined query. These views are useful when you cannot directly control queries being issued to the drivers. For an overview of creating and configuring custom views, see User Defined Views .

SSL Configuration

Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats;. For further information, see the SSLServerCert property under "Connection String Options" .

Firewall and Proxy

Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.

Query Processing

The Sync App offloads as much of the SELECT statement processing as possible to Act! CRM and then processes the rest of the query in memory (client-side).

For further information, see Query Processing.

Logging

For an overview of configuration settings that can be used to refine CData logging, see Logging. Only two connection properties are required for basic logging, but there are numerous features that support more refined logging, which enables you to use the LogModules connection property to specify subsets of information to be logged.

SSL Configuration

Customizing the SSL Configuration

By default, the Sync App attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.

To specify another certificate, see the SSLServerCert connection property.

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

To authenticate to an HTTP proxy, set the following:

ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPort: the TCP port that the proxy server is running on.
ProxyAuthScheme: the authentication method the Sync App uses when authenticating to the proxy server.
ProxyUser: the username of a user account registered with the proxy server.
ProxyPassword: the password associated with the ProxyUser.

Other Proxies

Set the following properties:

To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
To tunnel the connection, set FirewallType to TUNNEL.
To authenticate, specify FirewallUser and FirewallPassword.
To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Data Model

CData Sync App models entities in the Act! CRM Premium APIs as relational Views. The Sync App leverages the Act! Web API for bidirectional access to Act! CRM data from Act! Premium on-premises and Act! Premium Cloud. The Sync App also supports Act! Premium for Desktop, but you need an active subscription to connect.

Views

The views are defined in schema files, .rsd files with a simple format that makes them easy to edit. Set the Location property to the path to the folder containing the .rsd files.

Tables

The Sync App models the data in Act! CRM as a list of tables in a relational database that can be queried using standard SQL statements.

Act! CRM Connector for CData Sync Tables


Name	Description
Activities	Create, update, delete and query the Activities in your Act! CRM database.
Companies	Create, update, delete and query the Companies created in your Act! CRM database.
CompanyContacts	Query the Contacts belonging to a Company.
ContactNotes	Query and delete the Notes for a given Act! CRM Contact.
Contacts	Create, update, delete and query the Contacts in your Act! CRM database.
GroupContacts	Query and delete the Contacts belonging to a Group.
Groups	Create, update, delete and query the Groups participating in your Act! CRM database.
Histories	Get, Create, Update or Delete all history items.
Notes	Create, update, delete and query the Notes in your Act! CRM database.
Opportunities	Create, update, delete and query the Opportunities in your Act! CRM database.
OpportunityCompanies	Query and delete the Companies related to an Act! CRM opportunity.
OpportunityContacts	Query and delete the Contacts associated with an Opportunity.
OpportunityGroups	Query and delete the Act! CRM Groups associated with an Opportunity.
OpportunityProducts	Update, delete and query the Products associated with an Opportunity.
Products	Create, update, delete and query the Products in your Act! CRM database.

Activities

Create, update, delete and query the Activities in your Act! CRM database.

Table Specific Information

Select

Id supports the '=' operator.
Subject supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Created supports the '<=,<,=,!=,>,>=' operator.
ActivityPriorityName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ActivityTypeName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AttachmentDisplayName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AttachmentFileExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AttachmentFileName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AttachmentFileSize supports the '<=,<,=,!=,>,>=' operator.
AttachmentFileSizeDisplay supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AttachmentFileType supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AttachmentLastModified supports the '<=,<,=,!=,>,>=' operator.
AttachmentPersonal supports the '=' operator.
Details supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Edited supports the '<=,<,=,!=,>,>=' operator.
EndTime supports the '<=,<,=,!=,>,>=' operator.
IsCleared supports the '=' operator.
IsPrivate supports the '=' operator.
IsTimeless supports the '=' operator.
Location supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
RecurSpecFrequency supports the '<=,<,=,!=,>,>=' operator.
RecurSpecIsEndless supports the '=' operator.
RecurSpecMonth supports the '<=,<,=,!=,>,>=' operator.
RecurSpecRecurType supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
RecurSpecSeriesEnd supports the '<=,<,=,!=,>,>=' operator.
RecurSpecSeriesStart supports the '<=,<,=,!=,>,>=' operator.
StartTime supports the '<=,<,=,!=,>,>=' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM Activities WHERE Location = 'London'

SELECT * FROM Activities WHERE Subject = 'Team meeting'

Insert

To insert a activity, you must specify atleast one contact, start time and end time.

INSERT INTO Activities (ContactsAggregate, StartTime, EndTime) VALUES ('123456', '2020-01-27 10:00:000', '2020-01-31 10:00:00')

Update

Any column where ReadOnly=False can be updated. Specify the Activity Id when updating a group

UPDATE Activities SET ActivityPriorityId = 1, isPrivate = false WHERE Id = '12345'

Delete

Activities can be deleted by providing an Id and issuing a DELETE statement.

DELETE FROM Activities WHERE Id = '12345'

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	True	A unique identifier that represents the activity.
ActivityPriorityId	Integer	False	Activity Priority value
ActivityPriorityName	String	False	Displays the priority of the activity.
ActivityTypeId	Integer	True	Displays the id of the type of the activity.
ActivityTypeName	String	True	Displays the type of the activity.
AttachmentDisplayName	String	False	Gets presentation name of the attachment.
AttachmentFileExtension	String	False	Gets the extension of the Attachment
AttachmentFileName	String	False	Gets a string representing the directory's full path.
AttachmentFileSize	Int	False	Gets the size (bytes) of the attachments.
AttachmentFileSizeDisplay	String	False	Gets the displayable text representation of the attachment
AttachmentFileType	String	False	Gets the registered system file type name of the attachment
AttachmentLastModified	Datetime	False	Gets the last modified date of the attachment
AttachmentPersonal	Bool	False	Indicates whether the attachment is bound for the personal supplemental files or the workgroup supplemental files.
CompaniesAggregate	String	False	List of companies that are associated to this activity.
ContactsAggregate	String	False	List of contacts that are associated to this activity.
Created	Datetime	True	The date and time the activity was created.
Details	String	False	Additional detailed information about the activity.
Edited	Datetime	True	The date and time the activity was last updated.
EndTime	Datetime	False	The time the activity is to end
GroupsAggregate	String	False	List a groups that are associated to this activity.
IsCleared	Bool	False	Indicates that the activity has been cleared.
IsPrivate	Bool	False	Indicates elevated security that only the creator/owner has access to this activity.
IsTimeless	Bool	False	Indicates whether a specifies action is to be completed at a specific time-of-day.
Location	String	False	Describes the physical location that the activity is to take place.
OpportunitiesAggregate	String	False	List a opportunities that are associated to this activity.
RecurSpecDayDayAsInt	Int	False	An integer representation of the day of the week portion of a recurrence pattern.
RecurSpecDayDaysOfWeek	String	False	Representation of the day of the week portion of a recurrence pattern.
RecurSpecDayDayType	String	False	Describing the day-portion of the recurrence pattern.
RecurSpecDayOrdinal	String	False	Describes recurrence in relative terms for certain recurrence patterns (i.e. First, Third, Last) .
RecurSpecDayTypedDay	String	False	Describing the TypedDay (Day, WeekDay or Weekend Day) for the recurrence pattern when DayType is
RecurSpecFrequency	Int	False	Represents how often for the recurrence patterns
RecurSpecIsEndless	Bool	False	Flag denoting whether an end date has been specified for the pattern. Note: If false, the following defaults are used: For Daily and Weekly: 2 years beyond the start date For Monthly and Yearly: June 6, 2073.
RecurSpecMonth	Int	False	Represents the specific month for certain recurrence patterns
RecurSpecRecurType	String	False	Represents a unit of time used to separate recurences (i.e. Daily, Weekly, Monthly, Yearly).
RecurSpecSeriesEnd	Datetime	False	Specifiying the ending time for a given day.
RecurSpecSeriesStart	Datetime	False	Specifiying the starting time for a given day.
ScheduledBy	String	True	The contact who created this activity.
ScheduledFor	String	False	The name of the activity's organizer.
SeriesID	String	True	A unique identifier that represents the activity. The id that is returned is based on if it is a recurring or not. Recurrent activity: RecurSourceActivityId or Single Occurence activity: ActivityID
StartTime	Datetime	False	The time the activity is to begin
Subject	String	False	A description of the action to be completed.
IsAlarmCleared	Bool	False	Boolean value of IsAlarmCleared.
IsAlarmed	Bool	False	Boolean value of IsAlarmed.
LeadMinutes	Int	False	Lead minutes.
AlarmDue	String	False	Alarm due.
ExternalId	String	False	External Id.
AccessorId	String	False	Accessor Id.
ScheduledById	String	False	Scheduled Id.
ScheduledForId	String	False	Scheduled for Id.

Companies

Create, update, delete and query the Companies created in your Act! CRM database.

Table Specific Information

Select

Id supports the '=' operator.
Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Division supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Fax supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
FaxExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
IdStatus supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Industry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
NumberOfEmployees supports the '<=,<,=,!=,>,>=' operator.
Phone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
PhoneExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ReferredBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Region supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Revenue supports the '<=,<,=,!=,>,>=' operator.
ShippingAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
SicCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Territory supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
TickerSymbol supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
TollFreeExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
TollFreePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Website supports the '<=,<,=,!=,>,>=,CONTAINS' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM Companies WHERE Id = '12345'

SELECT * FROM Companies WHERE Name = 'TSS company'

Insert

To insert a company, you need to specify the Company Name

INSERT INTO Companies (Name) VALUES ('New Company')

Update

Any column where ReadOnly=False can be updated. Specify the Company Id when updating a group

UPDATE Companies SET AddressCity = 'Bangalore', AddressCountry = 'India' WHERE Id = '12345'

Delete

Companies can be deleted by providing an Id and issuing a DELETE statement.

DELETE FROM Companies WHERE Id = '12345'

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	True	The unique identifier (id) for this company.
Created	Datetime	True	Created date of the company.
Name	String	False	The company's given name.
AddressCity	String	False	An inhabited place of greater size, population, or importance than a town or village.
AddressCountry	String	False	A nation with its own government, occupying a particular territory.
AddressLine1	String	False	Primary street address
AddressLine2	String	False	Secondary street address
AddressLine3	String	False	Miscellaneous street address
AddressPostalCode	String	False	A code of letters and digits added to a postal address to aid in the sorting of mail.
AddressState	String	False	A nation or territory considered as an organized political community under one government.
BillingAddressCity	String	False	An inhabited place of greater size, population, or importance than a town or village.
BillingAddressCountry	String	False	A nation with its own government, occupying a particular territory.
BillingAddressLine1	String	False	Primary street address
BillingAddressLine2	String	False	Secondary street address
BillingAddressLine3	String	False	Miscellaneous street address
BillingAddressPostalCode	String	False	A code of letters and digits added to a postal address to aid in the sorting of mail.
BillingAddressState	String	False	A nation or territory considered as an organized political community under one government.
Description	String	False	A brief written representation or account of this company.
Division	String	False	The name of a smaller part of a parent company tasked with overseeing different types of products or services than those offered by the parent company.
Edited	Datetime	True	Edited data of the company.
EditedBy	String	True	User who edited the company record.
Fax	String	False	The company's fax phone number.
FaxExtension	String	False	The company's fax phone number extension.
HierarchyLevel	Int	False	The positional level of where this company lays within a company hierarchy.
IdStatus	String	False	The relative social or professional position of an individual within a group or organization.
Industry	String	False	Economic activity concerned with the processing of raw materials and manufacture of goods in factories.
NumberOfEmployees	Int	False	The total number of employees that this company operates with.
ParentID	String	True	The unique identifier (id) of the parent company.
Phone	String	False	The company's phone number.
PhoneExtension	String	False	The company's phone number extension.
RecordOwner	String	True	Owner of the company record.
ReferredBy	String	False	Mention or allude to.
Region	String	False	A part of a country, of the world, etc., that is different or separate from other parts in some way.
Revenue	Decimal	False	The amount of money that this company actually receives during a specific period, including discounts and deductions for returned merchandise.
ShippingAddressCity	String	False	An inhabited place of greater size, population, or importance than a town or village.
ShippingAddressCountry	String	False	A nation with its own government, occupying a particular territory.
ShippingAddressLine1	String	False	Primary street address
ShippingAddressLine2	String	False	Secondary street address
ShippingAddressLine3	String	False	Miscellaneous street address
ShippingAddressPostalCode	String	False	A code of letters and digits added to a postal address to aid in the sorting of mail.
ShippingAddressState	String	False	A nation or territory considered as an organized political community under one government.
SicCode	String	False	Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.
Territory	String	False	Geographical area.
TickerSymbol	String	False	An arrangement of characters (usually letters) representing a particular security listed on an exchange or otherwise traded publicly.
TollFreeExtension	String	False	The company's toll free phone number.
TollFreePhone	String	False	The company's toll free phone number.
Website	String	False	The company's website.
AddressLatitude	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.
AddressLongitude	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.
BillingAddressLatitude	Decimal	False	The Billing address latitude.
BillingAddressLongitude	Decimal	False	The Billing address longitude.
ShippingAddressLatitude	Decimal	False	The Shipping address latitude.
ShippingAddressLongitude	Decimal	False	The Shipping address longitude.
HasDivisions	Boolean	False	This readonly property indicates that this company has divisions.
ImportDate	Datetime	False	This readonly property displays the date that the opportunity was imported into the system.
IsPrivate	Boolean	False	Indicates elevated security that only the creator/owner has access to this company.
RootParentId	String	False	The unique identifier (id) of the parent company.
RecordManagerID	String	False	The record manager.
CustomFields	String	False	Custom fields.
RecordManager	String	False	Manager of the activity.

CompanyContacts

Query the Contacts belonging to a Company.

Table Specific Information

Select

Id supports the '=' operator.
CompanyId supports the '=' operator.
Created supports the '<=,<,=,!=,>,>=' operator.
FullName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AltEmailAddress 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.
Company supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ContactType 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.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following query is processed server side:

SELECT * FROM CompanyContacts WHERE Fullname = 'Contact name'

Delete

CompanyContacts can be deleted by providing CompanyId and Id and issuing a DELETE statement.

DELETE FROM CompanyContacts WHERE CompanyId = '12345' AND Id = '56789'

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	False	The unique identifier (id) for this contact.
CompanyId [KEY]	String	False	The unique identifier (id) of the company to retrieve contacts from.
Created	Datetime	False	Created data of the contact.
FullName	String	False	The first name, any middle names, and surname of a contact. This may also include name prefixes and sufixes that are defined within Act!
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.
Company	String	False	The organization that this contact is associated with.
ContactType	String	False	The type of contact: Contact, Secondary, or User.
Department	String	False	An area of special expertise or responsibility.
Edited	Datetime	False	Edited date of the contact.
EditedBy	String	False	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	False	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	False	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	False	Owner user of the record.
ReferredBy	String	False	Indiciates how this contact came about.
Salutation	String	False	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	The last email.
LastAttempt	String	False	The last attempt.
LastReach	String	False	The last reach.
LastMeeting	String	False	The last meeting.
LastLetterSent	String	False	The last letter sent.
AmaScore	Int	False	The contact's.
BusinessAddressLatitude	Decimal	False	The business address latitude.
BusinessAddressLongitude	Decimal	False	The 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	The Home address latitude.
HomeAddressLongitude	Decimal	False	The 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	Boolean	False	AemOptOut.
AemBounceBack	Boolean	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	Manager of the activity.

ContactNotes

Query and delete the Notes for a given Act! CRM Contact.

Table Specific Information

Select

Id supports the '=' operator.
ContactId supports the '=' operator.
ManageUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
CreateUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
IsPrivate supports the '=' operator.
NoteText supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
DisplayDate supports the '<=,<,=,!=,>,>=' operator.
AttachmentDisplayName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AttachmentFileName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AttachmentLastModified supports the '<=,<,=,!=,>,>=' operator.
AttachmentPersonal supports the '=' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM ContactNotes WHERE ContactId = '12345'

Delete

ContactNotes can be deleted by providing ContactId and Id (Note Id) and issuing a DELETE statement.

DELETE FROM ContactNotes WHERE ContactId = '12345' AND Id = '56789'

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	False	The unique identifier (id) for a given note.
ContactId [KEY]	String	False	The unique identifier (id) for the contact included in the note.
ManageUserID	String	False	The unique identifier (id) of the user managing the note.
CreateUserID	String	False	The unique identifier (id) of the user who created the note.
IsPrivate	Boolean	False	Indicator if the note is private.
NoteText	String	False	Descriptive text of the note.
NoteTypeID	Long	False	The id of the type of the note.
DisplayDate	Datetime	False	Display date of the note.
Created	Datetime	False	Datetime of the note creation.
Edited	Datetime	False	Datetime of the last edit of the note.
AttachmentDisplayName	String	False	Display name of the attachment.
AttachmentFileExtension	String	False	File extension of the attachment.
AttachmentFileName	String	False	File name of the attachment.
AttachmentFileSize	Long	False	File size of the attachment.
AttachmentFileSizeDisplay	String	False	Display file size of the attachment.
AttachmentFileType	String	False	Type of the attachment file.
AttachmentLastModified	Datetime	False	Last modified datetime of the attachment.
AttachmentPersonal	Boolean	False	Indicator if the attachment is personal.
RecordManager	String	False	Record Manager of the record.
RecordManagerID	String	False	The record manager id of the record.
Companies	String	False	List of companies that are associated to this note entity.
Contacts	String	False	List of contacts that are associated to this note entity.
Groups	String	False	List of groups that are associated to this note entity.
Opportunities	String	False	List of opportunities that are associated to this note entity.

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

GroupContacts

Query and delete the Contacts belonging to a Group.

Table Specific Information

Select

Id supports the '=' operator.
GroupId supports the '=' operator.
FullName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AltEmailAddress 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.
Company supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ContactType supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Department supports the '<=,<,=,!=,>,>=,CONTAINS' 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.

The Sync App uses the Act! CRM API to process search criteria that refer to FullName and GroupId. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM GroupContacts WHERE GroupId = '12345'

SELECT * FROM GroupContacts WHERE FullName = 'Contact name'

Delete

GroupContacts can be deleted by providing GroupId and Id (Contact Id) and issuing a DELETE statement.

DELETE FROM GroupContacts WHERE GroupId = '12345' AND Id = '56789'

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	False	The unique identifier (id) for this contact.
GroupId [KEY]	String	False	The unique identifier (id) of the group to retrieve contacts from.
Created	Datetime	False	Created date of the group.
FullName	String	False	The first name, any middle names, and surname of a contact. This may also include name prefixes and sufixes that are defined within Act!
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.
Company	String	False	The organization that this contact is associated with.
CompanyID	String	False	The unique identifier (companyID) for a given companies.
ContactType	String	False	The type of contact: Contact, Secondary, or User.
Department	String	False	An area of special expertise or responsibility.
Edited	Datetime	False	Edited date of the group.
EditedBy	String	False	User who edited the group.
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	False	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	False	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	False	Owner user of the record.
ReferredBy	String	False	Indiciates how this contact came about.
Salutation	String	False	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.

Groups

Create, update, delete and query the Groups participating in your Act! CRM database.

Table Specific Information

Select

Id supports the '=' operator.
Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLatitude supports the '<=,<,=,!=,>,>=' operator.
AddressLongitude supports the '<=,<,=,!=,>,>=' operator.
Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
ParentID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
HasSubgroups supports the '=' operator.
RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
RecordManager supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
IsPrivate supports the '=' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following query is processed server side:

SELECT * FROM Groups WHERE Name = 'Group name'

Insert

To insert a group, you need to specify the Group Name

INSERT INTO Groups (Name, Description) VALUES ('Group Name', 'This is sample group')

Update

Any column where ReadOnly=False can be updated. Specify the Group Id when updating a group

UPDATE Groups SET isPrivate = false, AddressCity = 'Group City', AddressCountry = 'Group Country' WHERE Id = '12345'

Delete

Groups can be deleted by providing an Id and issuing a DELETE statement.

DELETE FROM Groups WHERE Id = '12345'

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	True	The unique identifier (id) for a group.
Created	Datetime	True	A timestamp when this group was created
Name	String	False	The name of the group.
AddressCity	String	False	An inhabited place of greater size, population, or importance than a town or village.
AddressCountry	String	False	A nation with its own government, occupying a particular territory.
AddressLine1	String	False	Primary street address
AddressLine2	String	False	Secondary street address
AddressLine3	String	False	Miscellaneous street address
AddressPostalCode	String	False	A code of letters and digits added to a postal address to aid in the sorting of mail.
AddressState	String	False	A nation or territory considered as an organized political community under one government.
AddressLatitude	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.
AddressLongitude	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.
Description	String	False	A brief written respresentation of a group.
Edited	Datetime	True	Edited date of the group.
EditedBy	String	True	User who edited the group.
HierarchyLevel	Int	False	The level this group appears in its hierarchy.
ParentID	String	True	The group's parent entity.
HasSubgroups	Bool	False	An indicator if this group contains subgroups.
RecordOwner	String	False	Owner user of the record.
RecordManager	String	True	Manager user of the record.
IsPrivate	Boolean	False	Indicator if the group is private.
Contacts	Int	False	Get the total number of contacts within the group. Contacts is nullable and hide it if the value is null.
ImportDate	Datetime	True	This readonly property displays the date that the opportunity was imported into the system.
RecordManagerID	String	False	The record manager.
CustomFields	String	False	Custom fields.

Histories

Get, Create, Update or Delete all history items.

Table Specific Information

Select

Id supports the '=' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM Histories

SELECT * FROM Histories where ID = '1234'

Insert

To insert a history, you must specify atleast one contact or company or opportunity or groups along with start time and end time.

INSERT INTO Histories (ContactsAggregate, StartTime, EndTime) VALUES ('9ff95080-7ca2-46ae-8161-04ac83bb20c5, 0ee7ab70-40df-4396-a7ef-132c7555e3ad', '2020-01-27 10:00:000', '2020-01-31 10:00:00')

Update

Any column where ReadOnly=False can be updated. Specify the History Id when updating a group

UPDATE Histories SET Regarding = 'Test', isPrivate = false WHERE Id = '12345'

Delete

Histories can be deleted by providing an Id and issuing a DELETE statement.

DELETE FROM Histories WHERE Id = '12345'

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	True	Id of the history item created
AttachmentDisplayName	String	True	Name of the attachment related to a history
AttachmentFileExtension	String	True	FileExtension of the attachment related to a history
AttachmentFileName	String	True	FileName of the attachment related to a history
AttachmentFileSize	Integer	True	File Size of the attachment related to a history
AttachmentFileSizeDisplay	String	True	File Size Display of the attachment related to a history
AttachmentFileType	String	True	FileType of the attachment related to a history
AttachmentLastModified	Datetime	True	File Last Modified date of the attachment related to a history
AttachmentPersonal	Boolean	True	Attachment Personal
CompaniesAggregate	String	False	Companies associated with a history
ContactsAggregate	String	False	Contacts associated with a history
Created	Datetime	True	The datetime when history was created
CreateUserID	String	True	User Id of the user who craeted the history
Details	String	False	Details of history
Duration	String	True	Duration
Edited	Datetime	True	Datetime when history was last edited
EndTime	Datetime	False	End Time of history
GroupsAggregate	String	False	Groups associated with history
HistoryTypeDescription	String	True	Description of the type of history
HistoryTypeId	Integer	True	History Type ID
HistoryTypeName	String	True	Name of history type
TypeID	Integer	False	Id of history type
IsPrivate	Boolean	False	Indicates whether history is private or not
ManageUserID	String	True	User Id of manager
OpportunitiesAggregate	String	False	Opportunities associated with history
OutlookID	String	False	Outlook Id
RecordManager	String	True	Record Manager
RecordManagerID	String	True	Id of Record Msnager
Regarding	String	False	Tells what history is about
StartTime	Datetime	False	Start Time

Notes

Create, update, delete and query the Notes in your Act! CRM database.

Table Specific Information

Select

Id supports the '=' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to Id. (Note that the Id is a required criteria to query the Notes view) The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM Notes WHERE Id = '2413d3d1-2345-6578-4859-792664d177af'

Insert

To insert a note, you must specify atleast one of the contacts, groups, companies or opportunities.

INSERT INTO Notes (NoteText, Contacts) VALUES ('This is sample note', ['123456'])

Update

Any column where ReadOnly=False can be updated.

UPDATE Notes SET isPrivate = false WHERE Id = 123456

Delete

Notes can be deleted by providing an Id and issuing a DELETE statement.

DELETE FROM Notes WHERE Id = 123456

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	True	The unique identifier (id) for a given note.
ManageUserID	String	True	The unique identifier (id) of the user managing the note.
CreateUserID	String	True	The unique identifier (id) of the user who created the note.
IsPrivate	Boolean	False	Indicator if the note is private.
NoteText	String	False	Descriptive text of the note.
NoteTypeID	Long	True	The id of the type of the note.
DisplayDate	Datetime	True	Display date of the note.
Created	Datetime	True	Datetime of the note creation.
Edited	Datetime	True	Datetime of the last edit of the note.
AttachmentDisplayName	String	False	Display name of the attachment.
AttachmentFileExtension	String	False	File extension of the attachment.
AttachmentFileName	String	False	File name of the attachment.
AttachmentFileSize	Long	False	File size of the attachment.
AttachmentFileSizeDisplay	String	False	Display file size of the attachment.
AttachmentLastModified	Datetime	False	Last modified datetime of the attachment.
AttachmentFileType	String	False	Type of the attachment file.
AttachmentPersonal	Boolean	False	Indicator if the attachment is personal.
Companies	String	False	List of companies that are associated to this note entity.
Contacts	String	False	List of contacts that are associated to this note entity.
Groups	String	False	List of groups that are associated to this note entity.
Opportunities	String	False	List of opportunities that are associated to this note entity.
RecordManager	String	False	Manager of the activity.
RecordManagerId	String	False	The record manager.

Opportunities

Create, update, delete and query the Opportunities in your Act! CRM database.

Table Specific Information

Select

Id supports the '=' operator.
Created supports the '<=,<,=,!=,>,>=' operator.
Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ActualCloseDate supports the '<=,<,=,!=,>,>=' operator.
Competitor supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ContactNames supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Creator supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
DaysOpen supports the '<=,<,=,!=,>,>=' operator.
Edited supports the '<=,<,=,!=,>,>=' operator.
EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
EstimatedCloseDate supports the '<=,<,=,!=,>,>=' operator.
GrossMargin supports the '<=,<,=,!=,>,>=' operator.
IsPrivate supports the '=' operator.
OpenDate supports the '<=,<,=,!=,>,>=' operator.
Probability supports the '<=,<,=,!=,>,>=' operator.
ProductTotal supports the '<=,<,=,!=,>,>=' operator.
Reason supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Source supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
WeightedTotal supports the '<=,<,=,!=,>,>=' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following query is processed server side:

SELECT * FROM Opportunities WHERE Name = 'Opportunity name'

Insert

To insert a Opportunity, you must specify the Name and EstimatedCloseDate

INSERT INTO Opportunities (Name, EstimatedCloseDate) VALUES ('Sample Opportunity', '2020-01-30')

Update

Any column where ReadOnly=False can be updated.

UPDATE Opportunities SET ContactsAggregate = '123456' WHERE Id = 'f3fd9661-8fab-4fe3-8321-225f2b770f60'

Delete

Opportunities can be deleted by providing an Id and issuing a DELETE statement.

DELETE FROM Opportunities WHERE Id = 'f3fd9661-8fab-4fe3-8321-225f2b770f60'

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	True	A unique identifier that represents the opportunity.
Created	Datetime	True	Created date of the opportunity.
Name	String	False	The opportunity name.
ActualCloseDate	Datetime	False	The date that the opportunity as closed.
CompaniesAggregate	String	False	List of companies that are associated to this opportunity entity.
Competitor	String	False	Gets the name of the competitor for this opportunity.
ContactNames	String	False	The names of the contacts associated with this opportunity.
ContactsAggregate	String	False	The names of the contacts associated with this opportunity.
Creator	String	False	Indicates elevated security that only the creator has access to this opportunity.
DaysOpen	Int	True	The number of days this opportunity has been opened.
Edited	Datetime	True	The date that this record was edited.
EditedBy	String	True	The user's name that last editied this record.
EstimatedCloseDate	Datetime	False	The date the opportunity is expected to be closed.
GrossMargin	Decimal	False	Represents the net sales less the cost of goods and services sold.
GroupsAggregate	String	False	List a groups that are associated to this opportunity entity.
IsPrivate	Bool	False	Indicates whether this opportunity is private
Manager	String	False	The name of the record manager of this opportunity.
OpenDate	Datetime	False	The date the opportunity was opened.
Probability	Int	False	The likelihood this opportunity will will be won by the close date.
ProductTotal	Decimal	False	The total cost of the product or services.
Reason	String	False	Describs why the opportunity status changed.
RecordOwner	String	False	The user's name that owners this record.
RelatedEntitiesResolver	Bool	False	If true prevents related entities from serializing.
Source	String	False	Describs the source of the opportunity.
StageDescription	String	False	Gets or sets the description of the stage.
StageId	String	False	Gets the unique identifier of the stage.
StageName	String	False	The name of the stage.
StageNumber	Int	False	The ordinal number of the stage.
StageProbability	Int	False	The probability of the stage.
StageProcessDescription	String	False	The description of the stage process.
StageProcessId	String	False	The unique identifier of the stage process.
StageProcessName	String	False	The name of the stage process.
Status	String	False	The status of the opportunity.
TotalPerCompany	Decimal	False	The average total per associated company.
TotalPerContact	Decimal	False	The average total per associated contact.
TotalPerGroup	Decimal	False	The average total per associated group.
WeightedTotal	Decimal	False	The weight of the product.
DaysInStage	Int	False	The number of days this opportunity has been in a given stage.
StageStartDate	Datetime	False	The date the opportunity stage started.
SourceId	String	False	The external source id for the opportunity.
StageProcessStatus	String	False	Stage process status.
StageProcessStagesCount	Int	False	Stage process stages count
StageProcessStages	String	False	Stage process stages
ImportDate	Datetime	True	This readonly property displays the date that the opportunity was imported into the system.
QuickBooksInvoiceId	String	False	Quickbooks external Id to match record with quickbooks contact.
RecordManagerId	String	False	The record manager.
CustomFields	String	False	Custom fields.
RecordManager	String	False	Manager of the activity.

OpportunityCompanies

Query and delete the Companies related to an Act! CRM opportunity.

Table Specific Information

Select

Id supports the '=' operator.
OpportunityId supports the '=' operator.
Created supports the '<=,<,=,!=,>,>=' operator.
Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Division supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Edited supports the '<=,<,=,!=,>,>=' operator.
EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Fax supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
FaxExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
IdStatus supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Industry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
NumberOfEmployees supports the '<=,<,=,!=,>,>=' operator.
ParentID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Phone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
PhoneExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ReferredBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Region supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Revenue supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
SicCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Territory supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
TickerSymbol supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
TollFreeExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
TollFreePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Website supports the '<=,<,=,!=,>,>=,CONTAINS' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM OpportunityCompanies WHERE OpportunityId = '12345'

SELECT * FROM OpportunityCompanies WHERE Name = 'Company name'

Delete

OpportunityCompanies can be deleted by providing an OpportunityId and Id (Company Id) and issuing a DELETE statement.

DELETE FROM OpportunityCompanies WHERE OpportunityId = '123456' AND Id = '345678'

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	False	The unique identifier (id) for this company.
OpportunityId [KEY]	String	False	The unique identifier of the opportunity the companies are related to.
Created	Datetime	False	Created date of the company.
Name	String	False	The company's given name.
AddressCity	String	False	An inhabited place of greater size, population, or importance than a town or village.
AddressCountry	String	False	A nation with its own government, occupying a particular territory.
AddressLine1	String	False	Primary street address
AddressLine2	String	False	Secondary street address
AddressLine3	String	False	Miscellaneous street address
AddressPostalCode	String	False	A code of letters and digits added to a postal address to aid in the sorting of mail.
AddressState	String	False	A nation or territory considered as an organized political community under one government.
BillingAddressCity	String	False	An inhabited place of greater size, population, or importance than a town or village.
BillingAddressCountry	String	False	A nation with its own government, occupying a particular territory.
BillingAddressLine1	String	False	Primary street address
BillingAddressLine2	String	False	Secondary street address
BillingAddressLine3	String	False	Miscellaneous street address
BillingAddressPostalCode	String	False	A code of letters and digits added to a postal address to aid in the sorting of mail.
BillingAddressState	String	False	A nation or territory considered as an organized political community under one government.
Description	String	False	A brief written representation or account of this company.
Division	String	False	The name of a smaller part of a parent company tasked with overseeing different types of products or services than those offered by the parent company.
Edited	Datetime	False	Edited date of the company.
EditedBy	String	False	User who edited the company.
Fax	String	False	The company's fax phone number.
FaxExtension	String	False	The company's fax phone number extension.
HierarchyLevel	Int	False	The positional level of where this company lays within a company hierarchy.
IdStatus	String	False	The relative social or professional position of an individual within a group or organization.
Industry	String	False	Economic activity concerned with the processing of raw materials and manufacture of goods in factories.
NumberOfEmployees	Int	False	The total number of employees that this company operates with.
ParentID	String	False	The unique identifier (id) of the parent company.
Phone	String	False	The company's phone number.
PhoneExtension	String	False	The company's phone number extension.
RecordOwner	String	False	Owner user of the record.
ReferredBy	String	False	Mention or allude to.
Region	String	False	A part of a country, of the world, etc., that is different or separate from other parts in some way.
Revenue	Decimal	False	The amount of money that this company actually receives during a specific period, including discounts and deductions for returned merchandise.
ShippingAddressCity	String	False	An inhabited place of greater size, population, or importance than a town or village.
ShippingAddressCountry	String	False	A nation with its own government, occupying a particular territory.
ShippingAddressLine1	String	False	Primary street address
ShippingAddressLine2	String	False	Secondary street address
ShippingAddressLine3	String	False	Miscellaneous street address
ShippingAddressPostalCode	String	False	A code of letters and digits added to a postal address to aid in the sorting of mail.
ShippingAddressState	String	False	A nation or territory considered as an organized political community under one government.
SicCode	String	False	Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.
Territory	String	False	Geographical area.
TickerSymbol	String	False	An arrangement of characters (usually letters) representing a particular security listed on an exchange or otherwise traded publicly.
TollFreeExtension	String	False	The company's toll free phone number.
TollFreePhone	String	False	The company's toll free phone number.
Website	String	False	The company's website.
AddressLatitude	Decimal	False	The address latitude.
AddressLongitude	Decimal	False	The address longitude.
BillingAddressLatitude	Decimal	False	The billing address latitude.
BillingAddressLongitude	Decimal	False	The billing address longitude.
HasDivisions	Bool	False	This readonly property indicates that this company has divisions.
ImportDate	Datetime	False	This readonly property displays the date that the opportunity was imported into the system.
IsPrivate	Bool	False	Indicates elevated security that only the creator/owner has access to this company.
RootParentId	String	False	The unique identifier (id) of the parent company.
ShippingAddressLatitude	Decimal	False	The shipping address latitude.
ShippingAddressLongitude	Decimal	False	The shipping address longitude.
RecordManagerID	String	False	The record manager.
CustomFields	String	False	Custom fields.
RecordManager	String	False	Manager of the activity.

OpportunityContacts

Query and delete the Contacts associated with an Opportunity.

Table Specific Information

Select

Id supports the '=' operator.
OpportunityId supports the '=' operator.
Created supports the '<=,<,=,!=,>,>=' operator.
FullName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AltEmailAddress 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.
Company supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
CompanyID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ContactType 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.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM OpportunityContacts WHERE OpportunityId = '12345'

SELECT * FROM OpportunityContacts WHERE FullName = 'Contact name'

Delete

OpportunityContacts can be deleted by providing an OpportunityId and Id (Contact Id) and issuing a DELETE statement.

DELETE FROM OpportunityContacts WHERE OpportunityId = '12345' AND Id = '34567'

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	False	The unique identifier (id) for this contact.
OpportunityId [KEY]	String	False	The unique identifier (id) for the opportunity to query contacts from.
Created	Datetime	False	Created date of the contact.
FullName	String	False	The first name, any middle names, and surname of a contact. This may also include name prefixes and sufixes that are defined within Act!
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.
Company	String	False	The organization that this contact is associated with.
CompanyID	String	False	The unique identifier (companyID) for a given companies.
ContactType	String	False	The type of contact: Contact, Secondary, or User.
Department	String	False	An area of special expertise or responsibility.
Edited	Datetime	False	Edited date of the contact.
EditedBy	String	False	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	False	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	False	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	False	Owner user of the record.
ReferredBy	String	False	Indiciates how this contact came about.
Salutation	String	False	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	The business address latitude.
BusinessAddressLongitude	Decimal	False	The 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	The home address latitude.
HomeAddressLongitude	Decimal	False	The 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.
PagerCountryCode	Int	False	The contact's pager phone country code.
PagerMaskFormat	String	False	The contact's pager phone mask.
AemOptOut	Bool	False	AemOptOut.
AemBouncBack	Bool	False	AemBouncBack.
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.
CustomFileds	String	False	Custom fields.
RecordManager	String	False	Manager of the activity.

OpportunityGroups

Query and delete the Act! CRM Groups associated with an Opportunity.

Table Specific Information

Select

Id supports the '=' operator.
OpportunityId supports the '=' operator.
Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
ParentID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM OpportunityGroups WHERE OpportunityId = '123456'

SELECT * FROM OpportunityGroups WHERE Name = 'Group name'

Delete

OpportunityGroups can be deleted by providing an OpportunityId and Id (Group Id) and issuing a DELETE statement.

DELETE FROM OpportunityGroups WHERE OpportunityId = '123456' AND Id = '345678'

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	True	The unique identifier (id) for a group.
OpportunityId [KEY]	String	False	The unique identifier (id) for the opportunity to retrieve groups from.
Created	Datetime	True	A timestamp when this group was created
Name	String	True	The name of the group.
AddressCity	String	True	An inhabited place of greater size, population, or importance than a town or village.
AddressCountry	String	True	A nation with its own government, occupying a particular territory.
AddressLine1	String	True	Primary street address
AddressLine2	String	True	Secondary street address
AddressLine3	String	True	Miscellaneous street address
AddressPostalCode	String	True	A code of letters and digits added to a postal address to aid in the sorting of mail.
AddressState	String	True	A nation or territory considered as an organized political community under one government.
Description	String	True	A brief written respresentation of a group.
Edited	Datetime	True	Edited date of the group.
EditedBy	String	True	User who edited the group.
HierarchyLevel	Int	True	The level this group appears in its hierarchy.
ParentID	String	True	The group's parent entity.
RecordOwner	String	True	Owner user of the record.
Contacts	Int	True	Get the total number of contacts within the group. Contacts is nullable and hide it if the value is null.
HasSubgroups	Bool	True	This readonly property indicates that this group has sub groups.
IsPrivate	Bool	True	Indicates elevated security that only the creator/owner has access to this company.
ImportDate	Datetime	True	This readonly property displays the date that the opportunity was imported into the system.
AddressLatitude	Decimal	True	The address latitude.
AddressLongitude	Decimal	True	The address longitude.
RecordManagerID	String	True	The record manager.
CustomFields	String	True	Custom fields.
RecordManager	String	True	Manager of the activity.

OpportunityProducts

Update, delete and query the Products associated with an Opportunity.

Table Specific Information

Select

Id supports the '=' operator.
OpportunityId supports the '=' operator.
CreateDate supports the '<=,<,=,!=,>,>=' operator.
Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Cost supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
EditDate supports the '<=,<,=,!=,>,>=' operator.
ItemNumber supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Price supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Created supports the '<=,<,=,!=,>,>=' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM OpportunityProducts WHERE OpportunityId = '12345'

SELECT * FROM OpportunityProducts WHERE Name = 'Product name'

Update

Any column where ReadOnly=False can be updated.

UPDATE OpportunityProducts SET ItemNumber = 'Product Item Number', Price = 40 WHERE OpportunityId = '12345' AND Id = '34567'

Delete

OpportunityProducts can be deleted by providing an OpportunityId and Id (Product Id) and issuing a DELETE statement.

DELETE FROM OpportunityProducts WHERE OpportunityId = '12345' AND Id = '34567'

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	True	A unique identifier (id) for a given product.
OpportunityId [KEY]	String	True	A unique identifier (id) of the opportunity containing the products.
Created	Datetime	True	A timestamp when this group was created
CreateDate	Datetime	True	The date that the product was created.
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.
Name	String	False	The name of the product.
Price	Decimal	False	The price of the opportunity product.
Discount	Decimal	False	The opportunity product's discounted percentage (ignore on updates).
DiscountPrice	Decimal	False	The discounted price of the opportunity product.
ProductID	String	True	A unique identifier (id) for a given product.
Quantity	Decimal	False	The quantity of opportunity products.
Type	String	False	The quantity of opportunity products.
IsQuickBooksproduct	Boolean	False	Define is product linked with Quickbooks Product.
RecordOwner	String	False	Record Owner.
RecordManager	String	False	Record Manager.
Total	Decimal	False	The total pricie of the opportunity product (adjusted price * quantity).
CustomFields	String	False	Custom fields.
Edited	Datetime	False	Edited.
EditedBy	String	False	Edited by.

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

Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

Act! CRM Connector for CData Sync Views


Name	Description
ActivityCompanies	Query the Companies participating in an Act! CRM Activity.
AnalyticsHistory	Gets historical e-marketing information for a given date range.
CampaignLeads	Gets contacts leads.
CampaignLeadsinfo	Gets opportunities within a campaign within a specified date range.
CampaignResults	Gets campaign result information.
CampaignSent	Gets campaign sent within a specified date range.
CloseReason	Generates opportunity data to summerizes how many times a reason has been closed.
CloseReasonDetails	Generates opportunity data to summerizes how many times a reason has been closed.
CompanyNotes	Query the Notes for a given Act! CRM Company.
ContactGroups	Query the Act! CRM Groups the Contact belongs to.
ContactHistories	Get all the history related to a contact.
ForecastByProduct	Generates forecasted opportunity data by given products.
ForecastByProductDetails	Generates forecasted opportunity data by a given product..
ForecastByRep	Generates forecasted opportunity data by given users.
ForecastByRepDetails	Generates forecasted opportunity data by a given user.
GroupNotes	Query the Notes for a given Act! CRM Group.
OpportunityCount	Generates a summary of the total number of opportunities within a stage.
OpportunityNotes	Query the Notes for a given Act! CRM Opportunity.
Pipeline	Gets all opportunity matching the custom filter that are currently being worked.
RevenueActualVsPredicted	Generates actual vs predicted opportunity revenue.
RevenueCost	Generates opportunity periodic revenue versus cost data for given products.
RevenueWonVsLost	Generates opportunty win versus loss data.
SalesByProduct	Generates opportunity sales by product data for given products.
SalesByProductDetails	Generates opportunity sales by product detail data for a given product.
SalesByRep	Generates opportunity sales by user data for given users.
SalesByRepDetails	Generates opportunity sales by user data for a given user.
StageTime	Generates opportunity data for the average time in a stage.
UserActivities	Generates activity sales by user data for given users.
UserActivityDetails	Generated schema file.

ActivityCompanies

Query the Companies participating in an Act! CRM Activity.

Table Specific Information

Select

ActivityId supports the '=' operator.
Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
BillingAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Division supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Fax supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
FaxExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
IdStatus supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Industry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
NumberOfEmployees supports the '<=,<,=,!=,>,>=' operator.
ParentID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Phone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
PhoneExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ReferredBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Region supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Revenue supports the '<=,<,=,!=,>,>=' operator.
ShippingAddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
ShippingAddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
SicCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Territory supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
TickerSymbol supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
TollFreeExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
TollFreePhone supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Website supports the '<=,<,=,!=,>,>=,CONTAINS' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM ActivityCompanies WHERE ActivityId = '12345'

SELECT * FROM ActivityCompanies WHERE Name = 'TSS Company'

Columns


Name	Type	Description
Id [KEY]	String	The unique identifier (id) for this company.
ActivityId [KEY]	String	A unique identifier that represents the activity the companies are part of.
Created	Datetime	Created date and the activity.
Name	String	The company's given name.
AddressCity	String	An inhabited place of greater size, population, or importance than a town or village.
AddressCountry	String	A nation with its own government, occupying a particular territory.
AddressLine1	String	Primary street address
AddressLine2	String	Secondary street address
AddressLine3	String	Miscellaneous street address
AddressPostalCode	String	A code of letters and digits added to a postal address to aid in the sorting of mail.
AddressState	String	A nation or territory considered as an organized political community under one government.
BillingAddressCity	String	An inhabited place of greater size, population, or importance than a town or village.
BillingAddressCountry	String	A nation with its own government, occupying a particular territory.
BillingAddressLine1	String	Primary street address
BillingAddressLine2	String	Secondary street address
BillingAddressLine3	String	Miscellaneous street address
BillingAddressPostalCode	String	A code of letters and digits added to a postal address to aid in the sorting of mail.
BillingAddressState	String	A nation or territory considered as an organized political community under one government.
Description	String	A brief written representation or account of this company.
Division	String	The name of a smaller part of a parent company tasked with overseeing different types of products or services than those offered by the parent company.
Edited	Datetime	Edited date of the activity.
EditedBy	String	User that edited the activity.
Fax	String	The company's fax phone number.
FaxExtension	String	The company's fax phone number extension.
HierarchyLevel	Int	The positional level of where this company lays within a company hierarchy.
IdStatus	String	The relative social or professional position of an individual within a group or organization.
Industry	String	Economic activity concerned with the processing of raw materials and manufacture of goods in factories.
NumberOfEmployees	Int	The total number of employees that this company operates with.
ParentID	String	The unique identifier (id) of the parent company.
Phone	String	The company's phone number.
PhoneExtension	String	The company's phone number extension.
RecordOwner	String	Owner of the activity.
ReferredBy	String	Mention or allude to.
Region	String	A part of a country, of the world, etc., that is different or separate from other parts in some way.
Revenue	Decimal	The amount of money that this company actually receives during a specific period, including discounts and deductions for returned merchandise.
ShippingAddressCity	String	An inhabited place of greater size, population, or importance than a town or village.
ShippingAddressCountry	String	A nation with its own government, occupying a particular territory.
ShippingAddressLine1	String	Primary street address
ShippingAddressLine2	String	Secondary street address
ShippingAddressLine3	String	Miscellaneous street address
ShippingAddressPostalCode	String	A code of letters and digits added to a postal address to aid in the sorting of mail.
ShippingAddressState	String	A nation or territory considered as an organized political community under one government.
SicCode	String	Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.
Territory	String	Geographical area.
TickerSymbol	String	An arrangement of characters (usually letters) representing a particular security listed on an exchange or otherwise traded publicly.
TollFreeExtension	String	The company's toll free phone number.
TollFreePhone	String	The company's toll free phone number.
Website	String	The company's website.
AddressLatitude	Decimal	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.
AddressLongitude	Decimal	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.
BillingAddressLatitude	Decimal	The Billing address latitude.
BillingAddressLongitude	Decimal	The Billing address longitude.
HasDivisions	Boolean	This readonly property indicates that this company has divisions.
ImportDate	Datetime	This readonly property displays the date that the opportunity was imported into the system.
IsPrivate	Boolean	Indicates elevated security that only the creator/owner has access to this company.
RootParentId	String	The unique identifier (id) of the parent company.
ShippingAddressLatitude	Decimal	The Shipping address latitude.
ShippingAddressLongitude	Decimal	The Shipping address longitude.
RecordManagerID	String	The record manager.
CustomFields	String	Custom fields.
RecordManager	String	Manager of the activity.

AnalyticsHistory

Gets historical e-marketing information for a given date range.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

Date supports the '=,>,<,>=,<=' operators.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM AnalyticsHistory where Date > '2023-03-12' 

SELECT * FROM AnalyticsHistory

Columns


Name	Type	Description
EmailActions	String	Email Actions
Sends	Integer	Count of mail sent

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Date	Datetime	Date Range of Activities By User

CampaignLeads

Gets contacts leads.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

Date supports the '=,>,<,>=,<=' operators.
Status supports the '=' operator.
UserId supports the '=' operator.
CampaignId supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM CampaignLeadsinfo where UserId = 'b7c23fa5-6cd3-4bcd-a036-f8bbb85ba760'

SELECT * FROM CampaignLeadsinfo

Columns


Name	Type	Description
AmaScore	Integer	Ama Score
BusinessEmail	String	Business Email
BusinessPhone	String	Business Phone
CompanyName	String	Company Name
ContactId	String	Contact Id
ContactName	String	Contact Name
Sends	Integer	Sends
TotalClicks	Integer	Total Clicks
TotalOpens	Integer	Total Opens
UniqueClicks	Integer	Unique Clicks
UniqueOpens	Integer	Unique Opens

CampaignLeadsinfo

Gets opportunities within a campaign within a specified date range.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

Date supports the '=,>,<,>=,<=' operators.
Status supports the '=' operator.
UserId supports the '=' operator.
CampaignId supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM CampaignLeadsInfo where Date >= '2023-04-15'

SELECT * FROM CampaignLeadsInfo

Columns


Name	Type	Description
CampaignId	String	Campaign Id
CampaignName	String	Campaign Name
LeadCount	Integer	Lead Count
TotalValue	Integer	Total Value
WeightedValue	Integer	Weighted Value
Status	String	Staus
UserId	String	User Id

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Date	Datetime	Date Range of Activities By User

CampaignResults

Gets campaign result information.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

Date supports the '=,>,<,>=,<=' operators.
CampaignId supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM CampaignResults where Date >= '2023-03-12' and Date  <= '2023-04-15'

SELECT * FROM CampaignResults

Columns


Name	Type	Description
CampaignDate	Datetime	Campaign Date
CampaignName	String	Campaign Name
Clicks	Integer	Clicks
Opens	Integer	Opens
Sends	Integer	Sends
UniqueClicks	Integer	Unique Clicks
UniqueSends	Integer	Unique Sends
CampaignId	String	Campaign Ids

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Date	Datetime	Date Range of Activities By User

CampaignSent

Gets campaign sent within a specified date range.

Columns


Name	Type	Description
CampaignId	String	Campaign Id
CampaignName	String	Campaign Name
SendDate	Datetime	Send Date

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Date	Datetime	Date Range of Activities By User

CloseReason

Generates opportunity data to summerizes how many times a reason has been closed.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator. The Status is required to make a request and the rest of the filter is executed client-side within the Sync App

Date supports the '=,>,<,>=,<=' operators.
Status supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM CloseReason where Status = 'open'

Columns


Name	Type	Description
Count	Integer
Reason	String
Status	String	Status of Activities The allowed values are open, won, lost, inactive.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Date	Datetime	Date Range of Activities By User

CloseReasonDetails

Generates opportunity data to summerizes how many times a reason has been closed.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator. The Status and CloseReason are required to make a request and the rest of the filter is executed client-side within the Sync App

Date supports the '=,>,<,>=,<=' operators.
Status supports the '=' operator.
CloseReason supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM CloseReasonDetails where Status = 'open' and CloseReason = 'Not specified'

Columns


Name	Type	Description
OppId	String	Opp Id
OppName	String	Opp Name
ActualCloseDate	Datetime	Actual Close Date
ActualValue	Integer	Actual Value
CloseReason	String	Close Reason
Status	String	Status The allowed values are open, won, lost, inactive.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Date	Datetime	Date Range of Activities By User

CompanyNotes

Query the Notes for a given Act! CRM Company.

Table Specific Information

Select

CompanyId supports the '=' operator.
ManageUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
CreateUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
IsPrivate supports the '=' operator.
NoteText supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
DisplayDate supports the '<=,<,=,!=,>,>=' operator.
AttachmentDisplayName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AttachmentFileName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AttachmentLastModified supports the '<=,<,=,!=,>,>=' operator.
AttachmentPersonal supports the '=' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM CompanyNotes WHERE CompanyId = '12345'

Columns


Name	Type	Description
Id [KEY]	String	The unique identifier (id) for a given note.
CompanyId [KEY]	String	The unique identifier (id) for the company included in the note.
ManageUserID	String	The unique identifier (id) of the user managing the note.
CreateUserID	String	The unique identifier (id) of the user who created the note.
IsPrivate	Boolean	Indicator if the note is private.
NoteText	String	Descriptive text of the note.
NoteTypeID	Long	The id of the type of the note.
DisplayDate	Datetime	Display date of the note.
Created	Datetime	Datetime of the note creation.
Edited	Datetime	Datetime of the last edit of the note.
AttachmentDisplayName	String	Display name of the attachment.
AttachmentFileExtension	String	File extension of the attachment.
AttachmentFileName	String	File name of the attachment.
AttachmentFileSize	Long	File size of the attachment.
AttachmentFileSizeDisplay	String	Display file size of the attachment.
AttachmentFileType	String	Type of the attachment file.
AttachmentLastModified	Datetime	Last modified datetime of the attachment.
AttachmentPersonal	Boolean	Indicator if the attachment is personal.
RecordManager	String	Record Manager.
RecordManagerId	String	Record Manager Id.
Companies	String	List of companies that are associated to this note entity.
Contacts	String	List of contacts that are associated to this note entity.
Groups	String	List of groups that are associated to this note entity.
Opportunities	String	List of opportunities that are associated to this note entity.

ContactGroups

Query the Act! CRM Groups the Contact belongs to.

Table Specific Information

Select

ContactId supports the '=' operator.
Name supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressCity supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressCountry supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine1 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine2 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressLine3 supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressPostalCode supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AddressState supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
Description supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
EditedBy supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
HierarchyLevel supports the '<=,<,=,!=,>,>=' operator.
ParentID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
RecordOwner supports the '<=,<,=,!=,>,>=,CONTAINS' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM ContactGroups WHERE ContactId = '12345'

SELECT * FROM ContactGroups WHERE Name = 'Contact name'

Columns


Name	Type	Description
Id [KEY]	String	The unique identifier (id) for a group.
ContactId [KEY]	String	The unique identifier (id) for the contact included in the group.
Created	Datetime	A timestamp when this group was created
Name	String	The name of the group.
AddressCity	String	An inhabited place of greater size, population, or importance than a town or village.
AddressCountry	String	A nation with its own government, occupying a particular territory.
AddressLine1	String	Primary street address
AddressLine2	String	Secondary street address
AddressLine3	String	Miscellaneous street address
AddressPostalCode	String	A code of letters and digits added to a postal address to aid in the sorting of mail.
AddressState	String	A nation or territory considered as an organized political community under one government.
Description	String	A brief written respresentation of a group.
Edited	Datetime	Edited date of the contact.
EditedBy	String	User who edited the contact.
HierarchyLevel	Int	The level this group appears in its hierarchy.
ParentID	String	The group's parent entity.
RecordOwner	String	Owner user of the record.
HasSubgroups	Boolean	This readonly property indicates that this group has sub groups.
RecordManager	String	Record Manager of the record.
RecordManagerID	String	The record manager id of the record.
ImportDate	Datetime	This readonly property displays the date that the opportunity was imported into the system.
IsPrivate	Boolean	Indicates elevated security that only the creator/owner has access to this company.
CustomFields	String	Custom fields.
AddressLatitude	Decimal	The Address latitude.
AddressLongitude	Decimal	The Address longitude.

ContactHistories

Get all the history related to a contact.

Table Specific Information

Select

ContactId supports the '=' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM ContactHistories 

SELECT * FROM ContactHistories WHERE ContactId = '12345'

Columns


Name	Type	Description
Id [KEY]	String	Id of the history item created
ContactId	String	Id of the contact
AttachmentDisplayName	String	Name of the attachment related to a history
AttachmentFileExtension	String	FileExtension of the attachment related to a history
AttachmentFileName	String	FileName of the attachment related to a history
AttachmentFileSize	Integer	File Size of the attachment related to a history
AttachmentFileSizeDisplay	String	File Size Display of the attachment related to a history
AttachmentFileType	String	FileType of the attachment related to a history
AttachmentLastModified	Datetime	File Last Modified date of the attachment related to a history
AttachmentPersonal	Boolean	Attachment Personal
CompaniesAggregate	String	Companies associated with a history
ContactsAggregate	String	Contacts associated with a history
Created	Datetime	The datetime when history was created
CreateUserID	String	User Id of the user who craeted the history
Details	String	Details of history
Duration	String	Duration
Edited	Datetime	Datetime when history was last edited
EndTime	Datetime	End Time of history
GroupsAggregate	String	Groups associated with history
HistoryTypeDescription	String	Description of the type of history
HistoryTypeId	Integer	History Type ID
HistoryTypeName	String	Name of history type
TypeID	Integer	Id of history type
IsPrivate	Boolean	Indicates whether history is private or not
ManageUserID	String	User Id of manager
OpportunitiesAggregate	String	Opportunities associated with history
OutlookID	String	Outlook Id
RecordManager	String	Record Manager
RecordManagerID	String	Id of Record Msnager
Regarding	String	Tells what history is about
StartTime	Datetime	Start Time

ForecastByProduct

Generates forecasted opportunity data by given products.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

ProductId supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM ForecastByProduct

Columns


Name	Type	Description
CountPercent	Decimal	Count Percent
OppCount	Integer	Opp Count
ProductId	String	Product ID
ProductName	String	Product Name
TotalValue	Decimal	Total Value
TotalValuePercent	Decimal	Total Value Percent
WeightedValue	Decimal	Weighted Value
WeightedValuePercent	Decimal	Weighted Value Percent

ForecastByProductDetails

Generates forecasted opportunity data by a given product..

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator. The ProductId is required to make a request and the rest of the filter is executed client-side within the Sync App.

Date supports the '=,>,<,>=,<=' operators.
ProductId supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM ForecastByProductDetails where Status = 'inactive'

Columns


Name	Type	Description
EstCloseDate	Datetime	Est Close Date
OppName	String	Opp Name
ProbabilityPct	Integer	Probability Pct
ProductName	String	Product Name
ProductWeightedValue	Decimal	Product Weighted Value
Status	String	Status
ProductId	String	Product Id
OppId	String	Opp Id

ForecastByRep

Generates forecasted opportunity data by given users.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

UserId supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM ForecastByRep where UserID = 'b7c23fa5-6cd3-4bcd-a036-f8bbb85ba760'
SELECT * FROM ForecastByRep

Columns


Name	Type	Description
CountPercent	Decimal	Count Percent
OppCount	Integer	Opp Count
SalesRep	String	Sales Rep
TotalValue	Decimal	Total Value
TotalValuePercent	Decimal	Total Value Percent
UserId	String	User Id
WeightedValue	Decimal	Weighted Value
WeightedValuePercent	Decimal	Weighted Value Percent

ForecastByRepDetails

Generates forecasted opportunity data by a given user.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator. UserId is required to make a request and the rest of the filter is executed client-side within the Sync App.

UserId supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM ForecastByRepDetails where UserID = 'b7c23fa5-6cd3-4bcd-a036-f8bbb85ba760'

Columns


Name	Type	Description
EstCloseDate	Datetime	Est Close Date
OppName	String	Opp Name
ProbabilityPct	Integer	Probablity Pct
RepName	String	Rep Name
Status	String	Status
WeightedValue	Decimal	Weighted Value
UserId	String	User ID
OppId	String	Opp Id

GroupNotes

Query the Notes for a given Act! CRM Group.

Table Specific Information

Select

GroupId supports the '=' operator.
ManageUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
CreateUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
IsPrivate supports the '=' operator.
NoteText supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
DisplayDate supports the '<=,<,=,!=,>,>=' operator.
AttachmentDisplayName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AttachmentFileName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AttachmentLastModified supports the '<=,<,=,!=,>,>=' operator.
AttachmentPersonal supports the '=' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to GroupId. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM GroupNotes WHERE GroupId = '12345'

Columns


Name	Type	Description
Id [KEY]	String	The unique identifier (id) for a given note.
GroupId [KEY]	String	The unique identifier (id) for the group included in the note.
ManageUserID	String	The unique identifier (id) of the user managing the note.
CreateUserID	String	The unique identifier (id) of the user who created the note.
IsPrivate	Boolean	Indicator if the note is private.
NoteText	String	Descriptive text of the note.
NoteTypeID	Long	The id of the type of the note.
DisplayDate	Datetime	Display date of the note.
Created	Datetime	Datetime of the note creation.
Edited	Datetime	Datetime of the last edit of the note.
AttachmentDisplayName	String	Display name of the attachment.
AttachmentFileExtension	String	File extension of the attachment.
AttachmentFileName	String	File name of the attachment.
AttachmentFileSize	Long	File size of the attachment.
AttachmentFileSizeDisplay	String	Display file size of the attachment.
AttachmentFileType	String	Type of the attachment file.
AttachmentLastModified	Datetime	Last modified datetime of the attachment.
AttachmentPersonal	Boolean	Indicator if the attachment is personal.
RecordManager	String	Record Manager of the record.
RecordManagerID	String	The record manager id of the record.
Companies	String	List of companies that are associated to this note entity.
Contacts	String	List of contacts that are associated to this note entity.
Groups	String	List of groups that are associated to this note entity.
Opportunities	String	List of opportunities that are associated to this note entity.

OpportunityCount

Generates a summary of the total number of opportunities within a stage.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

Date supports the '=,>,<,>=,<=' operators.
DateType supports the '=' operator.
ValueType supports the '=' operator.
ProbabilityValue supports the '=' operator.
ProbabilityOperation supports the '=' operator.
AmountValue supports the '=' operator.
AmountOperation supports the '=' operator.
OmitPrivate supports the '=' operator.
TypeId supports the '=' operator.
UserId supports the '=' operator.
StageId supports the '=' operator.
PickListItemId supports the '=' operator.
Status supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM OpportunityCount where Date = '2023-03-12'

SELECT * FROM OpportunityCount

Columns


Name	Type	Description
Count	Integer	Count
Ordinal	Integer	Ordinal
StageId	String	Stage Id
StageName	String	Stage Name
Value	Integer	Value
StartTime	Datetime	Start Time
EndTime	Datetime	End Time
DateType	Integer	Date Type
ValueType	Integer	Value Type
ProbabilityValue	Integer	Probability
ProbabilityOperation	String	Probability Operation
AmountValue	Decimal	Amount Value
AmountOperation	String	Amount Operation
OmitPrivate	Boolean	Omit Private
TypeId	String	Type Id
UserId	String	User Id
StageId	String	Stage Id
PickListItemId	String	Pick List Item Id
Status	String	Status

OpportunityNotes

Query the Notes for a given Act! CRM Opportunity.

Table Specific Information

Select

OpportunityId supports the '=' operator.
ManageUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
CreateUserID supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
IsPrivate supports the '=' operator.
NoteText supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
DisplayDate supports the '<=,<,=,!=,>,>=' operator.
AttachmentDisplayName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AttachmentFileName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
AttachmentLastModified supports the '<=,<,=,!=,>,>=' operator.
AttachmentPersonal supports the '=' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM OpportunityNotes WHERE OpportunityId = '12345'

Columns


Name	Type	Description
Id [KEY]	String	The unique identifier (id) for a given note.
OpportunityId [KEY]	String	The unique identifier (id) for the opportunity included in the note.
ManageUserID	String	The unique identifier (id) of the user managing the note.
CreateUserID	String	The unique identifier (id) of the user who created the note.
IsPrivate	Boolean	Indicator if the note is private.
NoteText	String	Descriptive text of the note.
NoteTypeID	Long	The id of the type of the note.
DisplayDate	Datetime	Display date of the note.
Created	Datetime	Datetime of the note creation.
Edited	Datetime	Datetime of the last edit of the note.
AttachmentDisplayName	String	Display name of the attachment.
AttachmentFileExtension	String	File extension of the attachment.
AttachmentFileName	String	File name of the attachment.
AttachmentFileSize	Long	File size of the attachment.
AttachmentFileSizeDisplay	String	Display file size of the attachment.
AttachmentFileType	String	Type of the attachment file.
AttachmentLastModified	Datetime	Last modified datetime of the attachment.
AttachmentPersonal	Boolean	Indicator if the attachment is personal.
RecordManager	String	Manager of the activity.
RecordManagerId	String	The record manager.
Companies	String	List of companies that are associated to this note entity.
Contacts	String	List of contacts that are associated to this note entity.
Groups	String	List of groups that are associated to this note entity.
Opportunities	String	List of opportunities that are associated to this note entity.

Pipeline

Gets all opportunity matching the custom filter that are currently being worked.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

Date supports the '=,>,<,>=,<=' operators.
DateType supports the '=' operator.
ValueType supports the '=' operator.
ProbabilityValue supports the '=' operator.
ProbabilityOperation supports the '=' operator.
AmountValue supports the '=' operator.
AmountOperation supports the '=' operator.
OmitPrivate supports the '=' operator.
TypeId supports the '=' operator.
UserId supports the '=' operator.
StageId supports the '=' operator.
PickListItemId supports the '=' operator.
Status supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM Pipeline

Columns


Name	Type	Description
Id [KEY]	String
CompanyName	String	Company Name
ContactCount	Integer	Contact Count
ContactDisplayName	String	Contact Display Name
EstCloseDate	Datetime	Est Close Date
Name	String	Name
ProbabilityPct	Integer	Probability Pct
StageId	String	Stage Id
StageName	String	Stage Name
TotalValue	Decimal	Total Value
WeightedValue	Decimal	Weighted Value
StartTime	Datetime	Start Time
EndTime	Datetime	End Time
DateType	Integer	Date Type
ValueType	Integer	Value Type
ProbabilityValue	Integer	Probability
ProbabilityOperation	String	Probability Operation
AmountValue	Decimal	Amount Value
AmountOperation	String	Amount Operation
OmitPrivate	Boolean	Omit Private
TypeId	String	Type Id
UserId	String	User ID
StageId	String	Stage Id
PickListItemId	String	Pick List Item Id
Status	String	Status

RevenueActualVsPredicted

Generates actual vs predicted opportunity revenue.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

Interval supports the '=' operator.
Date supports the '=,>,<,>=,<=' operators.
FiscalYearStart supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM RevenueActualVsPredicted

Columns


Name	Type	Description
Actual	Integer	Actual
Potential	Integer	Potential
Projected	Integer	Projected
TimePeriod	String	Time Period
Interval	String	Interval The allowed values are Daily, Weekly, Monthly, Quarterly, Yearly.
FiscalYearStart	Integer	Fiscal Year Start

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Date	Datetime	Date Range of Activities By User

RevenueCost

Generates opportunity periodic revenue versus cost data for given products.

Table Specific Information

Select

ProductId supports the '=' operator.
Interval supports the '=' operator.
Start supports the '=' operator.
End supports the '=' operator.
FiscalYearStart supports the '=' operator.

The Sync App uses the Act! CRM API to process search criteria that refer to the supported fields. The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM RevenueCost where ProductId = 'b7c23fa5-6cd3-4bcd-a036-f8bbb85ba760'
Select * FROM RevenueCost

Columns


Name	Type	Description
AlternateText	String	Alternate Text
Cost	Integer	Cost
OppCount	Integer	Opp Count
Revenue	Integer	Revenue
TimePeriod	String	Time Period
ProductId	String	Product Id
Interval	String	Interval The allowed values are daily, weekly, monthly, quarterly, yearly.
FiscalYearStart	Integer	Fiscal Year Start

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Date	Datetime	Date Range of Activities By User

RevenueWonVsLost

Generates opportunty win versus loss data.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

Date supports the '=,>,<,>=,<=' operators.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM RevenueWonVsLost

Columns


Name	Type	Description
Count	Integer	Count
CountPercent	Integer	Count Percent
Revenue	Decimal	Revenue
RevenuePercent	Integer	Revenue Percent
Status	String	Status

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Date	Datetime	Date Range of Activities By User

SalesByProduct

Generates opportunity sales by product data for given products.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

Date supports the '=,>,<,>=,<=' operators.
ProductId supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM SalesByProduct

Columns


Name	Type	Description
Percent	Decimal	Percent
ProductId	String	Product Id
ProductName	String	Product Name
Revenue	Decimal	Revenue

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Date	Datetime	Date Range of Activities By User

SalesByProductDetails

Generates opportunity sales by product detail data for a given product.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator. ProductId is required to make a request and the rest of the filter is executed client-side within the Sync App.

Date supports the '=,>,<,>=,<=' operators.
ProductId supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM SalesByProductDetails where ProductId = 'b7c23fa5-6cd3-4bcd-a036-f8bbb85ba760'

Columns


Name	Type	Description
ClosedDate	Datetime	Closed Date
OppName	String	Opp Name
ProductName	String	Product Name
ProductValue	Decimal	Product Value
ProductId	String	Product Id

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Date	Datetime	Date Range of Activities By User

SalesByRep

Generates opportunity sales by user data for given users.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

Date supports the '=,>,<,>=,<=' operators.
UserId supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM SalesByRep

Columns


Name	Type	Description
CountPercent	Decimal	Count Percent
OppCount	Integer	Opp Count
Revenue	Decimal	Revenue
RevenuePercent	Decimal	Revenue Percent
SalesRep	String	Sales Rep
UserId	String	User Id

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Date	Datetime	Date Range of Activities By User

SalesByRepDetails

Generates opportunity sales by user data for a given user.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator. UserID is required to make a request and the rest of the filter is executed client-side within the Sync App

Date supports the '=,>,<,>=,<=' operators.
UserId supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM SalesByRepDetails where UserId = 'b7c23fa5-6cd3-4bcd-a036-f8bbb85ba760'

Columns


Name	Type	Description
ClosedDate	Datetime	Close Date
OppName	String	Opp Name
OppValue	Decimal	Opp Value
RepName	String	Rep Name
UserId	String	User Id

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Date	Datetime	Date Range of Activities By User

StageTime

Generates opportunity data for the average time in a stage.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

Date supports the '=,>,<,>=,<=' operators.
StageId supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM StageTime

Columns


Name	Type	Description
AvgDays	Integer	Average Days
StageName	String	Stage Name
StageId	String	Stage Id

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Date	Datetime	Date Range of Activities By User

UserActivities

Generates activity sales by user data for given users.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator.

Date supports the '=,>,<,>=,<=' operators.
UserId supports the '=' operator.
TypeId supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM UserActivities

Columns


Name	Type	Description
ActivityCount	Integer	Activity Count
UserId	String	User Id
UserName	String	User Name
TypeId	String	Type Id

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Date	Datetime	Date Range of Activities By User

UserActivityDetails

Generated schema file.

Table Specific Information

Select

The Sync App will use the Act! CRM API to process WHERE clause conditions built with the following column and operator. UserId is required to make a request and the rest of the filter is executed client-side within the Sync App.

Date supports the '=,>,<,>=,<=' operators.
TypeId supports the '=' operator.
UserId supports the '=' operator.

The Sync App processes other filters client-side within the Sync App. For example, the following queries are processed server side:

SELECT * FROM UserActivityDetails where UserId = 'b7c23fa5-6cd3-4bcd-a036-f8bbb85ba760'

Columns


Name	Type	Description
ActivityId	String	Activity Id
ContactName	String	Contact Name
Location	String	Location
Regarding	String	Regarding
Type	String	Type
UserName	String	User Name
TypeId	String	Type Id
UserId	String	UserId

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
Date	Datetime	Date Range of Activities By User

Connection String Options

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication

Property	Description
ActCloudRegion	The handle assigned to the Act! Premium Cloud account.
ActDatabase	The Act! Database to connect to.
URL	The URL of the ActCRM account.
ActEdition	The edition of ActCRM being used. Set either Act CRM or Act Premium Cloud.
User	Specifies the user ID of the authenticating Act! CRM user account.
Password	Specifies the password of the authenticating user account.

SSL

Property	Description
SSLServerCert	Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Firewall

Property	Description
FirewallType	Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServer	Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPort	Specifies the TCP port to be used for a proxy-based firewall.
FirewallUser	Identifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPassword	Specifies the password of the user account authenticating to a proxy-based firewall.

Proxy

Property	Description
ProxyAutoDetect	Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServer	The hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPort	The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthScheme	Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUser	The username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPassword	The password associated with the user specified in the ProxyUser connection property.
ProxySSLType	The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptions	A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Logging

Property	Description
LogModules	Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Schema

Property	Description
Location	Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemas	Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
Tables	Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
Views	Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Miscellaneous

Property	Description
IncludeCustomFields	A boolean indicating if you would like to include custom fields in the column listing.
MaxRows	Specifies the maximum rows returned for queries without aggregation or GROUP BY.
Other	Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.
Pagesize	Specifies the maximum number of results to return from Act! CRM, per page. This setting overrides the default page size set by the datasource, which is optimized for most use cases.
PseudoColumns	Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
RowScanDepth	The maximum number of rows to scan to look for the columns available in a table.
Timeout	Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.
TypeDetectionScheme	Enables scanning Act! CRM Contact entities to determine unique columns.
UserDefinedViews	Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.

Authentication

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.

Property	Description
ActCloudRegion	The handle assigned to the Act! Premium Cloud account.
ActDatabase	The Act! Database to connect to.
URL	The URL of the ActCRM account.
ActEdition	The edition of ActCRM being used. Set either Act CRM or Act Premium Cloud.
User	Specifies the user ID of the authenticating Act! CRM user account.
Password	Specifies the password of the authenticating user account.

ActCloudRegion

The handle assigned to the Act! Premium Cloud account.

Remarks

ActCloudRegion is region in which the account is created in Act! Premium Cloud.

The API endpoint address depends on how you access your Act! Premium Cloud database. We need to use the regional API URL associated to the account. These are as follows:

US - https://apius.act.com

UK - https://apiuk.act.com

AUS/NZ - https://apiau.act.com

EU/International English - https://apieu.act.com

This property is only applied for Act! Premium Cloud connections, and must not be used if attempting to connect to an on-premise Act! Premium (Web) database.

ActDatabase

The Act! Database to connect to.

Remarks

If you are using Act! Premium for Desktop, the database name is shown at the top of the page, as Act! Premium - {DatabaseName}. If you are using Act! Premium Cloud, click the ? icon in the top right and select About Act! Premium. You will find the Database Name in the window that appears.

URL

The URL of the ActCRM account.

Remarks

The ActCRM URL is in the form http://{act crm instance}.com.

For Premium On-Premise this property should look like http://serverName/.

ActEdition

The edition of ActCRM being used. Set either Act CRM or Act Premium Cloud.

Remarks

ActCloudRegion property needs to be filled only in Case of [Act Premium Cloud]. Default Region is US.

User

Specifies the user ID of the authenticating Act! CRM user account.

Remarks

The authenticating server requires both User and Password to validate the user's identity.

Password

Specifies the password of the authenticating user account.

Remarks

The authenticating server requires both User and Password to validate the user's identity.

SSL

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.

Property	Description
SSLServerCert	Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

SSLServerCert

Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Remarks

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.

This property can take the following forms:


Description	Example
A full PEM Certificate (example shortened for brevity)	-----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE-----
A path to a local file containing the certificate	C:\cert.cer
The public key (example shortened for brevity)	-----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space or colon separated)	ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space or colon separated)	34a929226ae0819f2ec14b4a3d904f801cbb150d

If not specified, any certificate trusted by the machine is accepted.

Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.

Firewall

This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.

Property	Description
FirewallType	Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServer	Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPort	Specifies the TCP port to be used for a proxy-based firewall.
FirewallUser	Identifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPassword	Specifies the password of the user account authenticating to a proxy-based firewall.

FirewallType

Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Note: By default, the Sync App connects to the system proxy. To disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.

The following table provides port number information for each of the supported protocols.


Protocol	Default Port	Description
TUNNEL	80	The port where the Sync App opens a connection to Act! CRM. Traffic flows back and forth via the proxy at this location.
SOCKS4	1080	The port where the Sync App opens a connection to Act! CRM. SOCKS 4 then passes theFirewallUser value to the proxy, which determines whether the connection request should be granted.
SOCKS5	1080	The port where the Sync App sends data to Act! CRM. If the SOCKS 5 proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes.

To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.

FirewallServer

Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

FirewallPort

Specifies the TCP port to be used for a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

FirewallUser

Identifies the user ID of the account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

FirewallPassword

Specifies the password of the user account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Proxy

This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.

Property	Description
ProxyAutoDetect	Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServer	The hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPort	The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthScheme	Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUser	The username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPassword	The password associated with the user specified in the ProxyUser connection property.
ProxySSLType	The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptions	A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

ProxyAutoDetect

Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.

Remarks

When this connection property is set to True, the Sync App checks your system proxy settings for existing proxy server configurations (no need to manually supply proxy server details).

This connection property takes precedence over other proxy settings. Set to False if you want to manually configure the Sync App to connect to a specific proxy server.

To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.

ProxyServer

The hostname or IP address of the proxy server that you want to route HTTP traffic through.

Remarks

The Sync App only routes HTTP traffic through the proxy server specified in this connection property when ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead routes HTTP traffic through the proxy server specified in your system proxy settings.

ProxyPort

The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client.

Remarks

The Sync App only routes HTTP traffic through the proxy server port specified in this connection property when ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead routes HTTP traffic through the proxy server port specified in your system proxy settings.

For other proxy types, see FirewallType.

ProxyAuthScheme

Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.

Remarks

The authentication type can be one of the following:

BASIC: The Sync App performs HTTP BASIC authentication.
DIGEST: The Sync App performs HTTP DIGEST authentication.
NTLM: The Sync App retrieves an NTLM token.
NEGOTIATE: The Sync App retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.
NONE: Set this when the ProxyServer does not require authentication.

For all values other than "NONE", you must also set the ProxyUser and ProxyPassword connection properties.

If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.

ProxyUser

The username of a user account registered with the proxy server specified in the ProxyServer connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:


ProxyAuthScheme Value	Value to set for ProxyUser
BASIC	The user name of a user registered with the proxy server.
DIGEST	The user name of a user registered with the proxy server.
NEGOTIATE	The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format `user@domain` or `domain\user`.
NTLM	The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format `user@domain` or `domain\user`.
NONE	Do not set the ProxyPassword connection property.

The Sync App only uses this username if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead uses the username specified in your system proxy settings.

ProxyPassword

The password associated with the user specified in the ProxyUser connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:


ProxyAuthScheme Value	Value to set for ProxyPassword
BASIC	The password associated with the proxy server user specified in ProxyUser.
DIGEST	The password associated with the proxy server user specified in ProxyUser.
NEGOTIATE	The password associated with the Windows user account specified in ProxyUser.
NTLM	The password associated with the Windows user account specified in ProxyUser.
NONE	Do not set the ProxyPassword connection property.

For SOCKS 5 authentication or tunneling, see FirewallType.

The Sync App only uses this password if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead uses the password specified in your system proxy settings.

ProxySSLType

The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.

Remarks

This property determines when to use SSL for the connection to the HTTP proxy specified by ProxyServer. You can set this connection property to the following values :


AUTO	Default setting. If ProxyServer is set to an HTTPS URL, the Sync App uses the TUNNEL option. If ProxyServer is set to an HTTP URL, the component uses the NEVER option.
ALWAYS	The connection is always SSL enabled.
NEVER	The connection is not SSL enabled.
TUNNEL	The connection is made through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.

ProxyExceptions

A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Remarks

The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.

Note that the Sync App uses the system proxy settings by default, without further configuration needed. If you want to explicitly configure proxy exceptions for this connection, set ProxyAutoDetect to False.

Logging

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.

Property	Description
LogModules	Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

LogModules

Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Remarks

This property lets you customize the log file content by specifying the logging modules to include. Logging modules categorize logged information into distinct areas, such as query execution, metadata, or SSL communication. Each module is represented by a four-character code, with some requiring a trailing space for three-letter names.

For example, EXEC logs query execution, and INFO logs general provider messages. To include multiple modules, separate their names with semicolons as follows: INFO;EXEC;SSL.

The Verbosity connection property takes precedence over the module-based filtering specified by this property. Only log entries that meet the verbosity level and belong to the specified modules are logged. Leave this property blank to include all available modules in the log file.

For a complete list of available modules and detailed guidance on configuring logging, refer to the Advanced Logging section in Logging.

Schema

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.

Property	Description
Location	Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemas	Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
Tables	Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
Views	Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Location

Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.

Remarks

The Location property is only needed if you want to either customize definitions (for example, change a column name, ignore a column, etc.) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is %APPDATA%\\CData\\ActCRM Data Provider\\Schema, where %APPDATA% is set to the user's configuration directory:


Platform	%APPDATA%
Windows	The value of the APPDATA environment variable
Linux	~/.config

BrowsableSchemas

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Remarks

Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.

Tables

Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .

Remarks

Listing all available tables from some databases can take extra time, thus degrading performance. Providing a list of tables in the connection string saves time and improves performance.

If there are lots of tables available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those tables. To do this, specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each table you want to view by its fully qualified name. This avoids ambiguity between tables that may exist in multiple catalogs or schemas.

Views

Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Remarks

Listing all available views from some databases can take extra time, thus degrading performance. Providing a list of views in the connection string saves time and improves performance.

If there are lots of views available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those views. To do this, specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each view you want to examine by its fully qualified name. This avoids ambiguity between views that may exist in multiple catalogs or schemas.

Miscellaneous

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.

Property	Description
IncludeCustomFields	A boolean indicating if you would like to include custom fields in the column listing.
MaxRows	Specifies the maximum rows returned for queries without aggregation or GROUP BY.
Other	Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.
Pagesize	Specifies the maximum number of results to return from Act! CRM, per page. This setting overrides the default page size set by the datasource, which is optimized for most use cases.
PseudoColumns	Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
RowScanDepth	The maximum number of rows to scan to look for the columns available in a table.
Timeout	Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.
TypeDetectionScheme	Enables scanning Act! CRM Contact entities to determine unique columns.
UserDefinedViews	Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.

IncludeCustomFields

A boolean indicating if you would like to include custom fields in the column listing.

Remarks

Setting this to true will cause custom fields to be included in the column listing, but may cause poor performance when listing metadata.

MaxRows

Specifies the maximum rows returned for queries without aggregation or GROUP BY.

Remarks

This property sets an upper limit on the number of rows the Sync App returns for queries that do not include aggregation or GROUP BY clauses. This limit ensures that queries do not return excessively large result sets by default.

When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting. If MaxRows is set to "-1", no row limit is enforced unless a LIMIT clause is explicitly included in the query.

This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.

Other

Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.

Remarks

This property allows advanced users to configure hidden properties for specialized scenarios. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. Multiple properties can be defined in a semicolon-separated list.

Note: It is strongly recommended to set these properties only when advised by the support team to address specific scenarios or issues.

Specify multiple properties in a semicolon-separated list.

Integration and Formatting


DefaultColumnSize	Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMT	Determines whether to convert date-time values to GMT, instead of the local time of the machine.
RecordToFile=filename	Records the underlying socket data transfer to the specified file.

Pagesize

Specifies the maximum number of results to return from Act! CRM, per page. This setting overrides the default page size set by the datasource, which is optimized for most use cases.

Remarks

You may want to adjust the default pagesize to optimize results for a particular object or service endpoint you are querying. Be aware that increasing the page size may improve performance, but it could also result in higher memory consumption per page.

PseudoColumns

Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.

Remarks

This property allows you to define which pseudocolumns the Sync App exposes as table columns.

To specify individual pseudocolumns, use the following format: "Table1=Column1;Table1=Column2;Table2=Column3"

To include all pseudocolumns for all tables use: "*=*"

RowScanDepth

The maximum number of rows to scan to look for the columns available in a table.

Remarks

The columns in a table must be determined by scanning table rows. This value determines the maximum number of rows that will be scanned.

Setting a high value may decrease performance. Setting a low value may prevent the data type from being determined properly, especially when there is null data.

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.

Remarks

This property controls the maximum time, in seconds, that the Sync App waits for an operation to complete before canceling it. If the timeout period expires before the operation finishes, the Sync App cancels the operation and throws an exception.

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.

Setting this property to 0 disables the timeout, allowing operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server. Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

TypeDetectionScheme

Enables scanning Act! CRM Contact entities to determine unique columns.

Remarks

In the Act! CRM API, Contact entities can have different sets of associated attributes in addition to the standard columns.

To access these unique columns, set the following connection properties:


RowScan	Setting TypeDetectionScheme to RowScan will scan objects (rows) to heuristically determine additional columns when you connect. The RowScanDepth determines the number of objects to be scanned.
None	Setting TypeDetectionScheme to None will return only the standard columns.

UserDefinedViews

Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.

Remarks

This property allows you to define and manage custom views through a JSON-formatted configuration file called UserDefinedViews.json. These views are automatically recognized by the Sync App and enable you to execute custom SQL queries as if they were standard database views. The JSON file defines each view as a root element with a child element called "query", which contains the SQL query for the view. For example:

{
	"MyView": {
		"query": "SELECT * FROM Activities WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}

You can define multiple views in a single file and specify the filepath using this property. For example: UserDefinedViews=C:\Path\To\UserDefinedViews.json. When you use this property, only the specified views are seen by the Sync App.

Refer to User Defined Views for more information.

Act! CRM Connector for CData Sync

Act! CRM Connector for CData Sync

Overview

Act! CRM Version Support

Establishing a Connection

Adding a Connection to Act! CRM

Connecting to Act! CRM

Advanced Features

User Defined Views

SSL Configuration

Firewall and Proxy

Query Processing

Logging

SSL Configuration

Customizing the SSL Configuration

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

Other Proxies

Data Model

Views

Tables

Act! CRM Connector for CData Sync Tables

Activities

Table Specific Information

Select

Insert

Update

Delete

Columns

Companies

Table Specific Information

Select

Insert

Update

Delete

Columns

CompanyContacts

Table Specific Information

Select

Delete

Columns

ContactNotes

Table Specific Information

Select

Delete

Columns

Contacts

Table Specific Information

Select

Insert

Update

Delete

Columns

GroupContacts

Table Specific Information

Select

Delete

Columns

Groups

Table Specific Information

Select

Insert

Update

Delete

Columns

Histories

Table Specific Information

Select

Insert

Update

Delete

Columns

Notes

Table Specific Information

Select

Insert

Update

Delete

Columns