Add the Act! CRM Connector
Authenticate to Act! CRM
After you add the connector, you need to set the required properties.- Act Database: Enter the name of the 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 account. When you click that item, a window that contains the database name is displayed.
- URL: Enter the URL for (for example, http://ServerName/).
- User: Enter the username that you use to authenticate to the account.
- Password: Enter the password that you use to authenticate to the account.
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Act Edition: Select your edition of .
- (Default) Act CRM: This selection specifies the standard 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
Complete Your Connection
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.