When a Qlik Replicate administrator needs to access data from a CRM application, the most efficient and direct method is often through the application's REST API. Here's why:
Connect to the REST API provided by the application : Many modern CRM applications provide a REST API for programmatic access to their data. This method is typically supported by data integration tools like Qlik Replicate and allows for a more seamless and real-time data extraction process.The REST API can provide a direct and efficient way to access the required data without the need for intermediate steps1.
Connect directly to the application (A): While this option might seem straightforward, it is not always possible or recommended due to potential limitations in direct application connections or the lack of a suitable interface for data extraction.
Export tables to CSVs in a shared folder and connect to that (B): This method involves additional steps and can be less efficient. It requires manual intervention to export the data and does not support real-time data access.
Connect to the underlying RDBMS (D): Accessing the underlying relational database management system (RDBMS) can be an option, but it may bypass the business logic implemented in the CRM application and could lead to incomplete or inconsistent data extraction.
Given these considerations, the REST API method is generally the preferred approach for accessing CRM application data in a structured and programmable manner, which aligns with the capabilities of Qlik Replicate213.