Question: How to set up Act! to access Act! Connect?
Product Details:
Product Family: Act!
Product: Act! Premium, Act! Premium (access via web), Act! Premium Cloud
Version: v18.1 and later
Integration: Act! Premium Web API, Act! Connect Link
Answer:
The process for getting Act! set up to access Act! Connect depends on how you currently use your Act! Premium subscription. Refer to the section below that applies to you:
I am using Act! Premium Cloud, hosted by Swiftpage
- Log into your Act! Database
- In the Navbar, on the left-hand side of the screen, click Act! Connect
- Select a connection to get started
Finding your connection information In order to set up connections to other services, you will need to know your connection information. Depending on what service you are trying to connect to, this information may vary. In most cases, for Act! Premium Cloud, your connection information is the URL you use to access your database. For example, if you access your database at
https://usp1-iis-03.hosted1.act.com/AccountName then you will use this same URL to connect to other services.
However, for Ask Act!, using the same example URL above, you'd use
https://usp1-iis-03.hosted1.act.com/AccountName-api/act.web.api
I am using Act! Premium (access via web), self-hosted
- On your server, ensure Act! is closed, then install the Act! Premium Web API using the instructions in the following knowledgebase article:
How do I set up the Act! Premium Web API?
Answer ID How do I set up the Act! Premium Web API?
- Once installed, open Act! on either the server or from a browser
- In the Navbar, on the left-hand side of the screen, click Act! Connect
- Select a connection to get started
Finding your connection information In order to set up connections to other services, you will need to know your connection information. For Act! Premium (access via web), your connection information is the URL you use to access your database, excluding any information that may fall after *.com. For example, if you access your database at
https://example.com/apfw, then enter
https://example.com
I am using the installed version of Act! Premium
Note:In order to use Act! Connect with your Act! Premium for Windows installation, you must be using Act! v18.2 or later. If you are using Act! v18 and you have not upgraded to service pack 2, you can download the upgrade by going to
http://www.act.com/resources/downloads/act-premium-v18 If you are using Act! Premium v18.2 or later, you can get access to Act! Connect by following the steps below:
- From the server, ensure Act! is closed
- Download and install the Act! Connect Link to the server using the steps in the following knowledgebase article:
How do I install the Act! Connect Link?
Article ID How do I set up the Act! Premium Web API?
- Once installed, launch Act! and login to your database
- In the Navbar, on the left-hand side of the screen, click Act! Connect
- Select a connection to get started
Finding your connection information In order to set up connections to other services, you will need to know your connection information. For Act! Premium for Windows, your connection information can be found on the server machine by clicking Act! Connect in the Navbar on the left side of the screen. The connection URL will be located at the top of the page. This cannot be obtained from a workstation.
Note: Some connections are powered by Zapier and require a Zapier account in order to use. For more information about Zapier, visit https://zapier.com/app/explore. If you have an existing Zapier Account, you can find instructions for connecting your Act! Premium database to your Zapier account in the following knowledgebase article:
How do I connect my Act! Premium database to my Zapier account?
Article ID How do I connect my Act! Premium or Act! Premium (access via web) database to my Zapier account?