Native CRM Application Connectors
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 Connect Act Premium ...
Creatio Connector
Creatio Connector Versions Connect Creatio has two connector types for Creatio. OData: Allows for more complex querying. 4-6k records per hour Data Services: Faster than OData. Approx 30k records per hour Creatio (OData) Advanced Filtering Sometimes ...
InforCRM (SData) Connector
Origin Your Origin (and Destination) should look something like this. Include When you query a table, it will sometimes return fields like "Contact.Name". These fields are NOT populated unless you include that table in the Include field. Filters ...
Microsoft Dynamics CRM Connector
Versions of MS CRM Supported: On-Prem v2011 and later, MS CRM Cloud Parameter Description URL After logging into Dynamics CRM, this is the first portion of the URL that displays in your browser's address bar. If your account is hosted by Dynamics ...
NetSuite Connector
Additional Documentation This Connector is based on the NetSuite ADO.NET Provider by CData. For additional help, including Connection String parameters, please see: https://cdn.cdata.com/help/DNG/ado/ Establishing a Connection ...
Sage CRM Connector
SageCRM Origin Make sure you update your standard SageCRM URL to include ../webservices at the end. The SageCRM Origin will not work if you have a blank password. Your user must have a password. Origin Filters "SageCRM Filters should work just like ...
Salesforce Connector
Additional Documentation This Connector is based on the Salesforce ADO.NET Provider by CData. For additional help, including Connection String parameters, please see: https://cdn.cdata.com/help/RFG/ado/ Salesforce Origin Case as Origin Table You ...
SugarCRM REST Connector
SugarCRM REST Origin Use JSONLint to validate JSON: https://jsonlint.com/. Sample Origin Filters See the GET /<module> filterList in the SugarCRM REST Help: https://SERVER/rest/v10/help/ Note the [{...}] surrounding the filter. This is required. ...
SugarCRM SOAP Connector
SugarCRM SOAP Origin Note that the tab in Creatio Connect is labelled simply "SugarCRM". Sample Origin Filters Mapping Attachments In Sugar, Attachments are stored as Notes. To attach a file to a Note, simply run and Insert, Update or Update/Insert ...
vTiger Connector
There is currently no text in this page. Parameter Description Access Key vTiger URL vTiger Connection Edit Screen
Workbooks CRM Connector
There is currently no text in this page. Parameter Description API Key Workbooks CRM Connection Edit Screen
Zoho CRM Connector
Additional Documentation This Connector is based on the Zoho CRM ADO.NET Provider by CData. For additional help, including Connection String parameters, please see: https://cdn.cdata.com/help/CZG/ado/ Authenticating to Zoho CRM The provider is ...
Setting up your CSV via Google connector
Create CSV via Google Drive connection Authenticate your connection using OAuth Select the google account you want to use Select the Advanced option to continue Select the Starfish ETL link to continue Access has been granted Select Query Builder to ...
Sage 100 Web Service Setup and Configuration
Sage 100 Web Service installation and setup instructions Get ready - Prep Sage 100 credentials Sage 100SQL database Company ? Username and password System Prereqs .NET Framework 4.7.1+ IIS with ASP.NET enabled. Installed somewhere where the Sage 100 ...
Sage 300 web service setup and configuration
Setting up Sage 300 web service test Get ready - Prep Sage 300 credentials Sage 300 SQL database Company Username and password System Prereqs .NET Framework 4.7.1+ IIS with ASP.NET enabled. Installed somewhere where the Sage 100 client has also been ...
Connecting to Creatio
Follow these steps to connect to Creatio: While in the Creatio Connect Designer, navigate to the Connections tab Select the Creatio connector, if a connector already exists, that you will be using for the integration If no HubSpot connector appears ...
Connecting to HubSpot
Follows these steps to connect to HubSpot While in the Creatio Connect Designer, navigate to the Connections tab Select the HubSpot connector that you will be using for the integration If no HubSpot connector appears in the list, create a new ...
Adding a custom field to Creatio
This is a walkthrough for adding a custom field to Creatio. This is not meant to be a tutorial or a reference source for Creatio customizations. It is best to refer to your Creatio documentation for instructions. This example adds a custom field ...
Estated Connnector
Establishing a connection In the API Token box, paste the API Token that has been provided to you in your Estated account. Find it under Property Data API -> API Keys. If you are just testing, you can use the Sandbox Key provided. You must then also ...
Pipedrive Connector
Connecting to Pipedrive Pipedrive uses token-based authentication to control access to its API. Using Token Authentication To authenticate to Pipedriver, you will need your Pipedrive API Key. You can find it by navigating to 'Settings' > 'Customize' ...
Pipedrive Connector SQL Select Statements
The API Profile supports SQL-92 Syntax. SELECT Statements includes a comprehensive list of the supported keywords and clauses, as well as syntax reference and examples. Select StatementsLast Modified - A SELECT statement can consist of the following ...
Highrise Connector
Additional Documentation This Connector is based on the Highrise ADO.NET Provider by CData. For additional help, including Connection String parameters, please see: https://cdn.cdata.com/help/BHG/ado/
Stripe Connector
Additional Documentation This Connector is based on the Stripe ADO.NET Provider by CData. For additional help, including Connection String parameters, please see: https://cdn.cdata.com/help/BOG/ado/
SuiteCRM
Additional Documentation This Connector is based on the SuiteCRM ADO.NET Provider by CData. For additional help, including Connection String parameters, please see: https://cdn.cdata.com/help/ETG/ado/