appRules
  • Welcome to appRules®
  • PLATFORM
    • appRules® Concepts & Features
    • Platform Overview
    • Platform Features
      • Sourced Values
        • Overview
        • Sourced Values List
      • Actions
        • Overview
        • Action Categories
          • Actions-DataSource
            • Accounting
            • AIMachineLearning
            • Analytics
            • ApplicationPlatforms
            • BigData
            • CalendarsAndContactMgrs
            • CloudStorage
            • Collaboration
            • CRM
            • CustomerService
            • Databases
            • DataWarehouse
            • ECommercePlatforms
            • EmailSystems
            • ERP
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            • Files
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            • NoSQL
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            • PLM
            • ProjectManagement
            • Search
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            • ShippingAndMailing
            • Social
            • Spreadsheets
          • Actions-Execution
          • Actions-Fields-Field
          • Actions-Fields-Library-Financial
          • Actions-Fields-Library-Math
          • Actions-Utility-Automation
          • Actions-Utility-FileSystem
      • Conditions
        • Overview
        • Condition Categories
          • Conditions-Cache
          • Conditions-Custom
          • Conditions-Fields
          • Conditions-FileSystem
          • Conditions-Records
          • Conditions-Results
          • Conditions-Workflow
      • Workflow Activities
        • Control Flow Activities
        • Base Activities
        • Dialog Activities
        • Base Data Activities
      • System Settings
        • Runtime Settings
        • Users
        • Data Sources
          • Overview
          • Configuring Connection Settings
          • Generating Metadata
          • Connection Settings
            • Accounting
              • Exact Online
              • Raisers Edge NXT
              • Xero
              • Quickbooks
              • Quickbooks Online
              • Quickbooks POS
              • Freshbooks
              • Sage Business Cloud Accounting
              • Sage Intacct
              • Sage50 UK
              • Reckon
            • Application Platforms
              • Alfresco Platform
              • Kintone Platform
              • Quickbase Platform
              • Veeva Vault
            • AI & Machine Learning
              • DataRobot
              • Salesforce Einstein
              • Splunk
            • Analytics
              • Google Analytics
              • Adobe Analytics
                • Adobe Custom oAuth App
              • Azure Analysis Services
              • SAS
              • Youtube Analytics
            • Big Data
              • Apache HBase
              • Apache Hive
              • Apache HDFS
              • Apache Spark
              • Greenplum
              • HPCC LexisNexis
            • Calendar & Contact Managers
              • Google Calendar
              • Google Contacts
            • Cloud Storage
              • Azure Table Storage
              • Amazon S3
              • IBM Cloud Object Storage
              • Wasabi
            • Collaboration
              • Airtable
              • Asana
              • Box
              • Dropbox
              • Exchange
              • Google Drive
              • Microsoft Teams
              • Office365
              • Microsoft OneDrive
              • Microsoft OneNote
              • Salesforce Chatter
              • SharePoint
              • Slack
              • Smartsheet
            • CRM
              • Act! CRM
              • Bullhorn CRM
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              • Microsoft Dynamics CRM
              • Highrise
              • Oracle Sales Cloud
              • Salesforce
              • SAP Hybris C4C
              • Sugar CRM
              • Suite CRM
              • Veeva CRM
              • Zoho CRM
            • Customer Service & Support
              • ServiceNow
              • Zendesk
              • Jira
            • Data Warehouse
              • Azure Data Lake Storage Gen1
              • Azure Data Lake Storage Gen2
              • Google BigQuery
              • Redshift
              • Databricks
              • Snowflake
              • Azure Synapse
            • E-Commerce Platforms
              • Amazon MarketPlace
              • Magento
              • Shopify
              • Woocommerce
            • Electronic Signature
              • Docusign
            • Email
              • Gmail
              • Email
            • ERP
              • NetSuite
              • Odoo
              • Acumatica
              • Dynamics NAV
              • Dynamics GP
              • Microsoft Dynamics 365 FinOp
              • Microsoft Dynamics365 Business Central
                • Business Central Endpoints
              • SAP Business One
              • SAP ERP
            • Expense Management
              • SAP Concur
            • Files
              • CSV Database
              • Fixed Length File
              • Delimited File
            • Marketing
              • Bing Ads
              • Marketo
              • MailChimp
              • HubSpot
              • Eloqua
              • Salesforce Marketing Cloud
            • NoSQL
              • Cassandra
                • Cassandra Advanced Settings
              • Azure CosmosDB
              • DynamoDB
              • Couchbase
              • MongoDB
              • IBM Cloudant
              • Redis
            • Payment Processing
              • Authorize.Net
              • Square
              • Paypal
              • Stripe
            • Product Lifecycle Management (PLM)
              • Propel
            • Relational Databases
              • appRules Embedded Database
              • Firebird
              • IBM DB2
              • IBM Informix
              • Microsoft Access
              • MySQL
              • MariaDB
              • Oracle
              • PostgreSQL
              • Microsoft SQL Server
              • Microsoft SQL Server CE
              • SQL Azure
              • SQLlite
              • Vertica
            • Search
              • ElasticSearch
              • Bing
              • Google Search
            • Shipping and Mailing
              • Fedex
              • UPS
              • USPS
            • Social Networks
              • Linkedin
              • Facebook
              • Instagram
              • Twitter
            • Services
              • REST
              • RSS
              • XML
                • Connecting to XML Datasources
                • Parsing Hierarchical Data
                • Raw Data
              • Active Directory
              • Amazon Athena
              • Microsoft Dataverse
              • JSON
              • LDAP
              • GraphQL
            • Spreadsheets
              • Excel
              • Excel Services
              • Excel Online
              • GoogleSheets
          • SQL Compliance
            • Accounting
              • Exact Online
              • Raisers Edge NXT
              • Xero
              • Quickbooks
              • Quickbooks Online
              • QuickBooks POS
              • Freshbooks
              • Reckon
              • Sage Intacct
              • Sage Business Cloud Accounting
              • Sage50 UK
            • AI & Machine Learning
              • Salesforce Einstein
              • DataRobot
              • Splunk
            • Analytics
              • Google Analytics
              • Youtube Analytics
              • Azure Analysis Services
              • Adobe Analytics
              • SAS
            • Application Platforms
              • Alfresco Platform
              • Kintone Platform
              • Quick Base Platform
              • Veeva Vault
            • Big Data
              • Apache HBase
              • Apache HDFS
              • Apache Hive
              • Apache Spark
              • Greenplum
              • HPCC Systems
            • Calendar & Contact Managers
              • Google Calendar
              • Google Contacts
            • Cloud Storage
              • Azure Table Storage
              • Amazon S3
              • Wasabi
              • IBM Cloud Object Storage
            • Collaboration
              • Airtable
              • Asana
              • Box
              • Dropbox
              • Google Drive
              • Microsoft Teams
              • Microsoft OneDrive
              • Microsoft OneNote
              • Microsoft Exchange
              • Office365
              • Salesforce Chatter
              • SharePoint
              • Slack
              • Smartsheet
            • CRM
              • Act! CRM
              • Bullhorn CRM
              • Highrise
              • Microsoft Dynamics CRM
              • Microsoft Dynamics 365 Sales
              • Oracle Sales Cloud
              • Salesforce
              • SAP Hybris C4C
              • Sugar CRM
              • Veeva CRM
              • Zoho CRM
            • Customer Service & Support
              • ServiceNow
              • Zendesk
              • Jira
            • E-commerce Platforms
              • Woocommerce
              • Magento
              • Shopify
              • Amazon Marketplace
            • DataWarehouse
              • Azure Data Lake Storage Gen1
              • Azure Data Lake Storage Gen2
              • Azure Synapse
              • Databricks
              • Google BigQuery
              • Redshift
              • Snowflake
            • Email
              • Gmail
            • ERP
              • Acumatica
              • NetSuiteSQL
              • NetSuiteTalk
              • Odoo
              • Dynamics NAV
              • Dynamics GP
              • Microsoft Dynamics 365 FinOp
              • Microsoft Dynamics365 Business Central
              • SAP Business One
              • SAP NetWeaver
              • Workday
            • Expense Management
              • SAP Concur
            • Files
              • CSV Database
            • Marketing
              • Bing Ads
              • Google Ads
              • HubSpot
              • MailChimp
              • Marketo
              • Oracle Eloqua
              • Salesforce Marketing Cloud
              • Survey Monkey
              • Youtube 2020
            • NoSQL
              • Cassandra
              • Azure CosmosDB
              • Amazon SimpleDB
              • Amazon DynamoDB
              • Couchbase
              • MongoDB
              • IBM Cloudant
              • Redis
            • Payment Processing
              • Authorize.Net
              • Paypal
              • Stripe
              • Square
            • Product Lifecycle Management (PLM)
              • Propel
            • Project Management
              • Basecamp
              • Microsoft Project
            • Search
              • ElasticSearch
              • Bing
              • Google Search
            • Shipping and Mailing
              • FedEx
              • UPS
              • USPS
            • Spreadsheets
              • Excel Online
              • Excel
              • Excel Services
              • GoogleSheets
            • Social Networks
              • Facebook
              • Instagram
              • Linkedin
              • Twitter
            • Services
              • Active Directory
              • Amazon Athena
              • JSON
              • LDAP
              • Microsoft Dataverse
              • OData
              • REST
              • RSS
              • XML
        • Projects
          • Overview
          • Project Settings
      • Utilities
        • DataSource Browser
        • Job Monitor
        • Logs/Statistics
        • CheckIn/CheckOut
        • Master Admin Options
      • Creating & Running Projects
        • Creating a New Project
        • Orchestrating Workflows with Designer
          • Designer Home Page Overview
          • Using the appRules Designer
        • Reading Data
        • Mapping Data
        • Writing Data
        • Project Validation
        • Running Projects
          • Running from the Home Page
          • Using the Web API
          • Using the Scheduler
        • Monitoring Jobs
        • Logging
      • Flow Data Migration
        • Overview
        • Basic Flow Data Migrations
        • Bulk Loader Flow Data Migrations
  • PLATFORM PRODUCTS
    • appRules Data Migration Engine
      • Overview
      • Flow Data Migration
      • The Migrate Data Activity
        • Overview
        • Initializing the Migrate Data Activity
        • Target Entities Collection
          • Overview
          • Toolbar
          • Target Entity Properties
        • Basic Data Migration
        • Matching Schema Migration
        • One-To-Many Migration
        • Entities to Csv Migration
        • Data Replication
        • Data Synchronization
        • Bidirectional Data Synchronization
      • Field Mapping & Transformation
      • Reviewing the Project Settings
      • Validations, Error Handling & Notifications
      • Job Execution & Monitoring
      • Evaluating Data Migration Job Results
    • appRules Integration & Automation Engine
      • Overview
      • Flow Data Migration
      • Process Automation, Business Rules & Decision Support
        • Overview
        • Control Flow Activities
          • If
          • While
        • Conditions & Actions
          • Overview
          • Conditions
          • Actions
        • Evaluating Conditions
        • Performing Actions
        • Decision Tables
        • Executing Rule Sets
    • appRules Enterprise 360
      • Overview
      • Data Migration
      • Integration & Automation
  • Samples
    • Samples Overview
    • Sample Projects
      • Data Migration, Replication & Synchronization
        • Replicate Dynamics365 In Snowflake
        • Migrate Parent/Child Records Using Target / Bulk Loader
        • Export SQL Table to CSV Using Flow
        • One-to-Many Data Migration
        • Batch Data Source Entities to Files
      • Integration & Automation
        • Decision Table - Customer Discount
        • Iterate Deleted Salesforce Records
        • Use CSV Folder As SQL Database
        • Conditional Actions Execution
        • Round Robin Lead Assignment
      • Snippets
        • Snippet - Arguments, Variables, Dynamic Values & Sourced Values
        • Snippet - Counters & Running Totals
        • Snippet - Executing Financial Functions
        • Snippet - Infinite Loop
        • Using Composite Keys
      • Miscellaneous
        • Custom Queries
        • Parent-Child: Child Project
        • Parent-Child: Parent Project
        • Scheduled System Maintenance
        • Target Activity Errors & Logs
        • Task Parallelism
  • APPENDIX
    • Self-Hosting
      • Software Installation
        • Installation Prerequisites
        • Running the Installer
        • appRules Desktop Application
        • HostService Settings
        • IIS Settings
        • Web API Settings
        • Scheduler
        • Creating a New Project Database
      • Application Configuration
      • appRules Embedded Database DBA Tool
    • Miscellaneous
      • Common Connection Properties
      • Troubleshooting a Connection
      • Dynamics365 - Connection Settings
      • Dynamics365 App Registration
      • Getting the oAuth Access and Refresh Tokens
      • Editing Windows Environment Variables
      • PickLists
      • Creating a Custom Azure oAuth App
      • Using Kerberos
      • Stored Procedures
    • FAQs
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  1. PLATFORM
  2. Platform Features
  3. System Settings
  4. Data Sources
  5. Connection Settings

CRM

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Last updated 1 year ago

Act! CRM
Bullhorn CRM
Microsoft Dynamics 365 Sales
Microsoft Dynamics CRM
Highrise
Oracle Sales Cloud
Salesforce
SAP Hybris C4C
Sugar CRM
Suite CRM
Veeva CRM
Zoho CRM