Act! CRM コネクタを追加
Act! CRM への認証
After you add the connector, you need to set the required properties.- Act Database: Enter the name of the Act! CRM database to which you want to connect. To locate the name of the database, click the About Act! Premium item in the ? menu (top right of the window) in your Act! CRM account. When you click that item, a window that contains the database name is displayed.
- URL: Enter the URL for Act! CRM (for example, http://ServerName/).
- User: Enter the username that you use to authenticate to the Act! CRM account.
- Password: Enter the password that you use to authenticate to the Act! CRM account.
- Act Edition: Select your edition of Act! CRM.
- (Default) Act CRM: This selection specifies the standard Act! CRM edition.
- Act Premium Cloud: When you select this edition, you must also specify the name for your Act! Premium Cloud account in the Act Cloud Name text box. You can locate the handle in the browser address field when you open your Act! Premium Cloud account online, as shown below:ActCloudName
接続を完了する
To complete your connection:- Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)
- Click Create & Test to create your connection.