The CData Tableau Connector for Act! CRM is built on top of a JDBC driver. This section discusses how to install the connector, set up a data source, and connect from Tableau.

Installing the Connector

Installing the Connector describes how to install the CData Tableau Connector for Act! CRM.

Connecting from Tableau

Configuring a Connection shows how to create a Act! CRM Data Source from Tableau's Connect To Server window.

Tableau Version Support

The connector supports Tableau Desktop 2020.1 or later and Tableau Prep 2020.4.1 or later. Versions between 2020.1 and 2020.3 of Tableau Desktop are supported via the legacy connector file (cdata.actcrm.legacy.taco) and versions 2020.3 and higher are supported using the modern connector file (cdata.actcrm.taco).

For older versions of Tableau, use the CData ODBC Driver for Act! CRM or the CData JDBC Driver for Act! CRM to connect.

Act! CRM Version Support

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