Active campaign

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

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