Act! CRM

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 ↗.

Configuration

The properties below are mandatory or recommended.

PropertyRequired?DescriptionDefault
ActDatabaseMandatoryThe Act! Database to connect to.
ActEditionMandatoryThe edition of ActCRM being used. Set either Act CRM or Act Premium Cloud.Act CRM
PasswordMandatorySpecifies the password of the authenticating user account.
UserMandatorySpecifies the user ID of the authenticating Act! CRM user account.
IncludeCustomFieldsRecommendedA boolean indicating if you would like to include custom fields in the column listing.TRUE
URLRecommendedThe URL of the ActCRM account.https://apius.act.com

Networking

The table below lists the domains that the source needs to be able to access in order to successfully 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.

DomainRequired
<URL>When ActEdition='Act CRM' (default) - URL connection property
apius.act.comWhen ActEdition='Act Premium Cloud' and ActCloudRegion='US'
apiuk.act.comWhen ActEdition='Act Premium Cloud' and ActCloudRegion='UK'
apiau.act.comWhen ActEdition='Act Premium Cloud' and ActCloudRegion='AUS' or 'NZ'
apieu.act.comWhen ActEdition='Act Premium Cloud' and ActCloudRegion='EU' or 'InternationalEnglish'