Model, Search, and Visualize Live Act CRM Data in ThoughtSpot

ThoughtSpot is a cloud-based analytics platform that uses artificial intelligence (AI) and natural language processing (NLP) to help users analyze data and make decisions. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Act CRM data for visualizations, dashboards, and more. This article shows how to connect to Act CRM and build visualizations from Act CRM data in ThoughtSpot.

CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for Act CRM, allowing you to easily build models and visualizations from live Act CRM data in ThoughtSpot. As you build visualizations, ThoughtSpot generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to Act CRM, leveraging server-side processing to quickly return Act CRM data.

Configure Act CRM Connectivity for ThoughtSpot

Connectivity to Act CRM from ThoughtSpot is made possible through CData Connect Cloud. To work with Act CRM data from ThoughtSpot, we start by creating and configuring a Act CRM connection.

1. Log into Connect Cloud, click Sources, and then click Add Connection

2. Select "Act CRM" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Act CRM.

   The User and Password properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

   • Connecting to Act! Premium

     In addition to the authentication values, the URL to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

     Additionally, you must specify the ActDatabase you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

   • Connecting to Act! Premium Cloud

     To connect to your Act! Premium Cloud account, you also need to specify the ActCloudName property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

   Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.

   
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Act CRM Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Act CRM data from ThoughtSpot.

Model, Search, and Visualize Live Act CRM Data in ThoughtSpot

To establish a connection from ThoughtSpot to the CData Connect Cloud Virtual SQL Server API, follow these steps.

1. Log into ThoughtSpot
2. On the top navigation bar, click Data.
3. Click Create new > Connection.
4. Name the connection and click "SQL Server" as the data warehouse.
5. Click Continue on the top right.
6. Enter the connection settings:
   • Host: enter the Virtual SQL Server endpoint: tds.cdata.com
   • Port: : enter 14333
   • Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
   • Password: enter the PAT you generated on the Settings page.
   • Database: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, ActCRM1).
   
7. Click Continue.
8. After connecting successfully, you will be able to choose which tables to include.
9. Click Create Connection.

After you successfully configure your connection, you can build models, search, and visualize your Act CRM data.

Real-Time Access to Act CRM Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Act CRM data from ThoughtSpot. You can model, search, and visualize your data from ThoughtSpot . For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like ThoughtSpot, refer to our Connect Cloud page.