The Act! CRM connector is a Palantir-provided driver for Act! CRM.
To create a new Act! CRM source, follow the standard setup flow for Palantir-provided drivers, then use the sections below for Act! CRM-specific configuration and networking. For the complete property reference, see the official Act! CRM driver documentation ↗.
The Act! CRM connector is in the beta phase of development and may not be available on your enrollment. Functionality may change during active development.
| Capability | Status |
|---|---|
| Exploration | 🟡 Beta |
| Batch syncs | 🟡 Beta |
| Incremental | 🟡 Beta |
| Table exports | 🟡 Beta |
The properties below are mandatory or recommended.
| Property | Required? | Description | Default |
|---|---|---|---|
ActDatabase ↗ | Mandatory | The Act! Database to connect to. | — |
ActEdition ↗ | Mandatory | The edition of ActCRM being used. Set either Act CRM or Act Premium Cloud. | Act CRM |
Password ↗ | Mandatory | Specifies the password of the authenticating user account. | — |
User ↗ | Mandatory | Specifies the user ID of the authenticating Act! CRM user account. | — |
IncludeCustomFields ↗ | Recommended | A boolean indicating if you would like to include custom fields in the column listing. | TRUE |
URL ↗ | Recommended | The URL of the ActCRM account. | https://apius.act.com |
The table below lists the domains that the source must be able to access to run.
For each domain, add a corresponding egress policy. If the source is hosted on-premises and not directly reachable from Foundry, use an agent proxy egress policy instead. The agent host itself must also be able to reach the listed domains. See using an agent as a proxy for details.
| Domain | Required |
|---|---|
| <URL> | When ActEdition='Act CRM' (default) - URL connection property |
| apius.act.com | When ActEdition='Act Premium Cloud' and ActCloudRegion='US' |
| apiuk.act.com | When ActEdition='Act Premium Cloud' and ActCloudRegion='UK' |
| apiau.act.com | When ActEdition='Act Premium Cloud' and ActCloudRegion='AUS' or 'NZ' |
| apieu.act.com | When ActEdition='Act Premium Cloud' and ActCloudRegion='EU' or 'InternationalEnglish' |
This connector supports table exports. Learn how to set up a table export.