Onboarding Data from Act CRM

Creating an Act CRM Source

For creating an Act CRM source, see $link[page,392157,auto$]. Ensure that the Source Type selected is Act CRM.

Act CRM Configurations

Once the settings are saved, you can test the connection.

Configuring an Act CRM Table

For configuring an Act CRM Table, see $link[page,392157,Configuring a Table,configuring-a-table].

Establishing a Connection

To create a JDBC URL, see Establishing a Connection.

Data Model

The tables and views supported by the source are described in the Data Model.

JDBC Connection Parameters

For the list of JDBC connection parameters, see Connection Parameters.