Act! Connector

Act! Connector








ACT! Premium Cloud: Connect Creatio supports two-way integration.

ACT! On-Prem: Connect Creatio does not have a native Act! connector for versions less than Act v18 so we read directly from the database.


Configuration Options

  1. Connect Act Premium (v18+) using Creatio Connect Act REST API Connector
  2. Connect to Legacy Act using Creatio Connect SQL Server connector
  3. Act Premium migration maps available via the Import Project Wizard
  4. Some Legacy Act maps are available
  5. Utilize the Connect Creatio Ray to connect to either to Act Premium or to Legacy Act DB
  6. Deploy Connect Creatio iPaaS locally or use the Connect Creatio iPaaS in the cloud


Configuraton #1 - Connect to Act REST API using Connect Creatio iPaaS

  1. Requires Act Version 18+
  2. Creatio Connect Act REST API Connector
  3. Expose Act REST API endpoint to the Cloud using HTTPS
    1. Install and configure the Creatio Connect Ray, if customer does not want to open a port for the database endpoint
    2. Whitelist server access if additional security is required
  4. Import the Act to Salesforce migration map using the Project Import Wizard

Configuraton #2 - Connect to Act REST API using locally deployed Connect Creatio iPaaS

  1. Requires Act Version 18+
  2. Connect Creatio Act REST API Connector
  3. Connect Creatio platform must be installed and configured locally
  4. Platform must have access to Act REST API endpoint
  5. Import the Act to Salesforce migration map - is this supported?

Configuraton #3 - Connect to legacy Act using Connect Creatio iPaaS

  1. Connect directly to the Act Database
  2. Use Connect Creatio SQL Server connector - is this right?
  3. Import legacy map - from wiki map download area?
  4. Expose the Database endpoint to the cloud
    1. Install and configure the Creatio Connect Ray, if customer does not want to open a port for the database endpoint
    2. Whitelist server access if additional security is required

Configuraton #4 - Connect to legacy Act using a locally installed Connect Creatio iPaaS

  1. Connect directly to the Act Database
  2. Use Connect Creatio SQL Server connector - is this right?
  3. Import legacy map - from wiki map download area?
  4. Install and configure the Connect Creatio platform
  5. Platform must have access to the Database endpoint

ActDiag - Use this tool to review the data and prepare for the migration


The Act! database can be confusing and it can be helpful to utilize the ACTDiag utility to audit an ACT database to help prepare for a data migration.

  1. Navigate to C:\Program Files (x86)\ACT\Act for Windows
  2. Locate and run ActDiag.exe
  3. Click ok to accept the disclaimer
  4. Choose Database List from the Databases menu
  5. Right click on the name of the database to be audited and click on Database Reports
  6. Select two reports:
    1. Field List to CSV
    2. Fields Usage
  7. Note where the reports have been saved.
  8. These reports provide a full list of all the fields in the ACT database as well as a count of how much data is contained in each field.


Parameter
Description
Act! Instance URL

Act! Database

API Token


Act! Connection Edit Screen


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