Active campaign

ActiveCampaign to Google Sheets: Query from ActiveCampaign into Google Sheets or Post data from Google Sheets into ActiveCampaign using Sheet Director.

What is Sheet Director?

Sheet Director is a G Suite add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho,PayPal etc.


It is available in the G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.

What is ActiveCampaign?

ActiveCampaign is an email marketing, marketing automation, sales automation, and CRM software platform for small-to-mid-sized businesses

ActiveCampaign to Google Sheets: Use Case(s)

> Pull all data from ActiveCampaign objects and store it into a spreadsheet.

> Push all data from spreadsheet to ActiveCampaign.

ActiveCampaign

Sheet Director

Google Sheets

Setting up ActiveCampaign in Sheet Director

Choose App and Service:

  • Select ActiveCampaign from the list of applications.

  • Select service as Query.


ActiveCampaign Configuration

  • Enter the Key

  • Enter the Url

  • Click on connect to ActiveCampaign to connect to ActiveCampaign so that you can pull data.


How to get a key & url

  • Click the "Settings" option located in the left side navigation menu.

  • The Account Settings menu will appear. Click the "Developer" option.

  • The Developer Settings page will load and will display your ActiveCampaign API URL and Key. You can copy and paste this information into your sheet director config.

ActiveCampaign to Google Sheet - Query

  • If ActiveCampaign is connected successfully the following screen appears.

  • Select the entity

  • Filters include fields, matches, value.

  • Select the maximum result that is required.


Destination Settings:

  • Select the required destination Sheet. (or)

  • Create a new sheet by clicking the add icon.

  • Mention the starting cell.

  • Switch on include header if required.

  • Switch on clear sheet before execution to clear the existing sheet data.

Scheduler Settings:

  • Switch on Run automatically to execute services automatically in background.

Notification Settings:

  • Switch on Notify on Execution if notification email needs to be send during execution.

  • Click on Setup Email Template and customize the email as required.

  • Click on Pick Drive Files to attach files from Drive to email.

  • Switch on Add attachments from Google Sheets to add attachments from Google sheets.

  • Select the required sheet tab.

  • Select Full Sheet or Range.

  • If range is selected select the required range.

  • Switch on Attach PDF to attach the sheet tab as PDF.

  • Click on execute to pull the data into sheet

  • Click save to save the service

Google Sheet to ActiveCampaign - Post

Entity

  • Select the Entity that you need to post to

  • Select Apply Template or Setup Mapping

  • Select Apply Template to add a default template.

  • Select Setup Manually to select manually.

Source Sheet

  • Choose the sheet that contains post records.

  • Enter the Start at cell value

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)


  • Select the Status column

  • If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)

  • Select the Result column

  • If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)



Mapping

  • After selecting the entity it will ask for intelligent mapping

  • If you need to do intelligent mapping click on yes

  • Intelligent mapping will map the matching fields automatically

  • You can do manual mapping by selecting Column drop down

  • You can delete the field by click on delete icon on top of each filed map

  • You can't delete mandatory* fields

  • Click on execute will ask for confirmation

  • Click save to save the service

  • It will show number of records ready to post

  • Click post now to post the records on Active campaign

Sample Output

It will show the count of number of records posted successfully and failed to post.