How to update ActiveCampaign from Excel

The CData Excel Add-In for ActiveCampaign enables you to edit and save ActiveCampaign data directly from Excel. This article explains how to transfer data from Excel to ActiveCampaign. This technique is useful if you want to work on ActiveCampaign data in Excel and update changes, or if you have a whole spreadsheet you want to import into ActiveCampaign. In this example, you will use the Contacts table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new ActiveCampaign connection by clicking From ActiveCampaign on the ribbon.

ActiveCampaign supports authenticating with the API Key. To connect to ActiveCampaign, set the following:

• URL: This can be found in your account on the My Settings page under the Developer tab. For example: https://{yourAccountName}.api-us1.com
• APIKey: This can be found in your account on the Settings page under the Developer tab. Each user in your ActiveCampaign account has their own unique API key.

Retrieve Data from ActiveCampaign

To insert data into ActiveCampaign, you will first need to retrieve data from the ActiveCampaign table you want to add to. This links the Excel spreadsheet to the ActiveCampaign table selected: After you retrieve data, any changes you make to the data are highlighted in red.

1. Click the From ActiveCampaign button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the Contacts table.
3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to ActiveCampaign

After retrieving data, you can add data from an existing spreadsheet in Excel.

1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, . 👁 A local copy of a table. One row will be inserted. (QuickBooks is shown.)
   
2. After using a formula to reference the cells you want to add to ActiveCampaign, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Contacts sheet. 👁 The range of changes to update. (QuickBooks is shown.)
   
3. Highlight the rows you want to insert and click the Update Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.