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== Step-by-Step Instructions == Follow these detailed steps to prepare your Google Sheet and set up the automatic import: === Prepare Your Google Sheet === Before beginning the import process, ensure your Google Sheet is formatted correctly: 1. **Column Naming and Order:** The first three columns of your spreadsheet should specifically be: - '''Email''' - '''First name''' - '''Last name''' Although you may name the column headers anything, they must be in this order and position for the import to work correctly. 2. **Custom Fields:** Custom fields should start from column D, and you can name these as required. Ensure they contain text values since the system utilizes the header row to determine field names. 3. **Remove Blank Rows:** It is crucial to remove any extra blank rows at the end of your sheet. This ensures that the system correctly calculates the starting row during future imports. === Set Up the Automatic Import === Once your Google Sheet is adequately prepared, follow these steps to set up the automatic import: 1. In your ActiveCampaign dashboard, click on '''Contacts''' to navigate to the Contacts Overview page. 2. Click on '''Import.''' 3. Locate '''Google Spreadsheets''' from the list of automated imports and click on it. 4. The Google Docs modal will appear. Click '''Next.''' 5. If prompted, log into your Google account. 6. Click '''Allow''' to grant ActiveCampaign access to your Google Spreadsheets. 7. (Optional) Select which list you wish to add contacts to from your spreadsheet and click '''Next.''' 8. Choose your import option: You can select to either import contacts and automatically import new contacts in the future, or simply import contacts without auto-importing new entries subsequently. 9. Select your spreadsheet from the '''Spreadsheet''' dropdown, and then click '''Next.''' 10. Choose the worksheet you wish to work with from the '''Worksheet''' dropdown, then click '''Next.''' Your Google Spreadsheet is now connected to ActiveCampaign, with contacts being automatically imported into your account as per your selected configurations. === Resetting the Automatic Import === If you need to sync contact data from the top of your sheet the next time the sync runs, you can utilize the '''Reset''' button within the interface. This option allows you to refresh the imported data as needed.
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