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Which way to access ACT! database   [ Edited ]
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zhili
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zhili

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The version my company use is 2009 standard version. The situation in my company is that we use different softwares to manage different aspects of the business, and all of them involve customer data. To avoid repeatedly enter customer data into different software and potential errors, we intend to develop our own little application and database which behave as the central point for customer data entry/storage and it updates the data in different applications (incluing ACT). Because of this, I need to have access to the ACT database and compare its data with the central database, and do updates/inserts if needed.

 

My questions are:

 

1. Is ACTReader available in standard version?

 

2. If it's not availabe, what are my option to retrieve the data? from my understanding and by looking at the forum it seems I can do it either using OleDb or the SDK, am I right about this? and which way is better?

 

3. how should I write to the ACT database, by OldDb or SDK?

 

4. what's the difference between OleDb and OleDb2?

 

Thanks!!!  this is my first post

Message Edited by Zhili on 11-01-2009 01:27 AM
Message Edited by Zhili on 11-01-2009 03:14 AM
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11-01-2009 01:18 AM
 
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Re: Which way to access ACT! database
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Moderator alduet Moderator
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alduet

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Quick Answers to your queries 
 
1. Is ACTReader available in standard version? - You can't write through this interface - it's Read Only
 

2. If it's not availabe, what are my option to retrieve the data? from my understanding and by looking at the forum it seems I can do it either using OleDb or the SDK, am I right about this? and which way is better? 

 

Retrieve data?-

 

  • SDK  
  • OLEDB
  • etc...
To Write to Date:
 
  • Only SDK 

 

 

 

3. how should I write to the ACT database, by OldDb or SDK?

See above 

 

4. what's the difference between OleDb and OleDb2?

  Not applicable for writing
 
In summary - to accomplish the integration you describe look into the ACT! SDK 

 

Allen Duet
Sr. Product Manager, ACT! | Sage CRM Solutions |

Kudos!
11-02-2009 02:52 PM
 
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Re: Which way to access ACT! database
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zhili
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zhili

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Thanks for your reply, Allen.

 

But why Writing to ACT! using OleDb is "NOT Recommended"?

Kudos!
11-02-2009 05:45 PM
 
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Re: Which way to access ACT! database
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Moderator alduet Moderator
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alduet

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Apologies for the brevity in the previous post.

 

ACTReader and the OLEDB providers are both Read Only interfaces for accessing ACT! data.  If you will be updating/inserting data into ACT! then you will need to use the API's in the SDK to accomplish this.

 

I love to use the OLEDB providers to read data in ACT! - I've posted a couple of examples of how to do this in the devnet download forum, and if you're looking for an easy/efficient way to extract data from ACT! the I would certainly recommend the OLEDB providers.


 

Allen Duet
Sr. Product Manager, ACT! | Sage CRM Solutions |

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11-03-2009 07:26 AM
 
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Re: Which way to access ACT! database
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zhili
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zhili

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Hi Allen, Now I managed to connect to ACT! database and retrieve data using OLEDB, but I also had a look at the OpportunityExample code that you posted and noticed that you use queries like

 

SELECT dbo.OPPORTUNITY.TOTAL FROM dbo.OPPORTUNITY

 But shouldn't it be

 

SELECT dbo.VRP_OPPORTUNITY.TOTAL FROM dbo.VRP_OPPORTUNITY

 ?

 

 

 

Kudos!
11-05-2009 08:28 PM
 
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Re: Which way to access ACT! database
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Moderator alduet Moderator
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alduet

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OLEDB and OLEDB2 providers expose tables in different ways so the first statement you have (the one I posted in a different thread) is an example of accessing the OLEDB2 providerThe statement you posted is an example of accessing this data via the OLEDB Provider.

 

Thanks for posting both here - a great example of how to retrieve the same data from the 2 different providers.

 

 


 

Allen Duet
Sr. Product Manager, ACT! | Sage CRM Solutions |

Kudos!
11-06-2009 07:10 AM
 
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