Act! CRM

Act! CRM

Follow these steps to connect Act! CRM to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Act! CRM into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Enter the following information:

    • Act Cloud Name—the handle assigned to the Act! Premium Cloud account. You can find this in your web browser’s address field when you open your Act! account. The form is similar to**ActCloudName**. Enter only the Act cloud name, not the entire URL.

    • Act Database—the Act! database to which you want to connect.

    • User—the Act! CRM username for authentication.

    • Password—the user password.

    • URL—the URL of the Act! CRM account.

  6. At the top of the CData Connect Cloud Add Act! CRM Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

More Information

For more information about interactions between CData Connect Cloud and Act! CRM, see this information page.