Import contacts: Difference between revisions

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```mediawiki
```mediawiki
'''Navigation:''' [[Main_Page]] > [[Legacy]] > [[Pipedrive]] > Import contacts
'''Navigation:''' [[Main_Page]] > [[Contacts]] > [[Import]] > Import contacts from Google Contacts to ActiveCampaign


= Legacy: Import contacts from Pipedrive to ActiveCampaign =
== Import contacts from Google Contacts to ActiveCampaign ==


== Introduction ==
ActiveCampaign provides a seamless way to manage your contacts by integrating with Google Contacts. This feature is crucial for users who want to consolidate their contacts into one platform, making it easier to manage communications, marketing campaigns, and customer relationships. By using the Automatic Importer, you can sync your Google Contacts directly into ActiveCampaign without the need for manual entry.
The '''Import contacts''' feature in ActiveCampaign allows users to seamlessly transfer their contacts from Pipedrive, a popular sales management tool, into the ActiveCampaign platform. This integration is crucial for businesses that want to streamline their sales and marketing efforts by consolidating their contact management. By importing contacts, users gain the ability to automate marketing campaigns, manage customer relationships more effectively, and ensure that their customer data is centralized for better insights and interaction.


== How to Access This Feature ==
== How to Access This Feature ==
To begin the process of importing contacts from Pipedrive to ActiveCampaign, users must first log into their ActiveCampaign account. The feature can be accessed via the following steps:
 
1. Navigate to the left menu of your ActiveCampaign account.
To access the feature of importing contacts from Google Contacts, follow these steps:
2. Click on the '''Contacts''' section.
1. Log in to your ActiveCampaign account.
3. Within the Contacts menu, select the '''Import''' button.
2. Navigate to the '''Contacts''' section by clicking on it from the left menu.
3. From your contacts dashboard, click the '''Import''' button to start the import process.


== Step-by-Step Instructions ==
== Step-by-Step Instructions ==
Follow these detailed instructions to import contacts from Pipedrive:


1. In the '''Contacts''' section, click the '''Import''' button.
Follow the instructions below to successfully import your contacts from Google Contacts to ActiveCampaign:
2. Choose '''Pipedrive''' as your import source.
 
3. A modal window will appear prompting you to enter your Pipedrive API token. Type your API token into the provided field.
# Click '''Contacts''' on the left menu.
4. After entering the API token, click the '''Next''' button.
# Click the '''Import''' button.
5. You will then be asked to select a list to add your Pipedrive contacts to. This step is optional; if you wish, click the desired list.
# Locate and click '''Google Contacts''' to open the import modal.
6. Click the '''Next''' button again.
# A new modal window will pop up. Click '''Next''' to proceed.
7. On the following screen, you can choose from two options:
# Select the Google account you want to use from the subsequent modal window.
   - '''Import contacts and auto import new contacts''': Ideal for those wishing to sync contacts regularly, as ActiveCampaign will check for new or updated contacts every 30 minutes.
# Allow permission for ActiveCampaign to access your Google account by clicking '''Continue'''.
   - '''Import contacts and do not auto import new contacts''': Useful for a one-time sync of all contacts.
# Select the list(s) to which you want to add contacts. Click on the desired list name, then click '''Next'''. The selected list will be highlighted in green. If you prefer not to add contacts to a list, simply do not select any list and click '''Next'''.
  Select the option that fits your needs by clicking on it.
# Choose an import option:  
8. You may now add a filter for your automatic import. Using a filter will narrow down the data imported into your ActiveCampaign account. To select a filter, click on the '''Filter''' dropdown and choose the desired option.
   - '''Import contacts and auto import new contacts in the future'''  
9. After setting the filter, click the '''Next''' button.
   - '''Import contacts and do not auto import new contacts in the future'''
10. A confirmation screen will appear. Click the '''Next''' button to proceed.
# (Optional) Add a filter to narrow the data being imported, and select which '''Contact Group''' to import into your account (this is a required step).
11. Once completed, you will see an import page indicating that an auto import is set up with Pipedrive.
# Finally, click '''Next''' to complete the import setup. Your existing Google Contacts will be added to your ActiveCampaign account, and any new contacts will sync every 30 minutes.


== Configuration Options and Settings ==
== Configuration Options and Settings ==
When importing contacts from Pipedrive, the integration will create several '''Person''' fields in your ActiveCampaign account based on the data from Pipedrive. These fields include:
- Pipedrive Field: '''ID''' - ActiveCampaign Field: '''id%pipedrive-id%'''
- Pipedrive Field: '''Add Time''' - ActiveCampaign Field: '''add time%pipedrive-add-time%'''
- Pipedrive Field: '''Update Time''' - ActiveCampaign Field: '''update time%pipedrive-update-time%'''
- Pipedrive Field: '''Phone''' - ActiveCampaign Field: '''phone%pipedrive-phone%'''
- Pipedrive Field: '''Organization''' - ActiveCampaign Field: '''org name%pipedrive-org-name%'''


Additionally, users must keep in mind that:
When importing contacts from Google Contacts, you have several options and settings to configure:
- Only '''Person''' fields from Pipedrive can be synced.
 
- The phone number with the highest likelihood of SMS capability will be prioritized ('''Mobile''' > '''Home''' > '''Work''' > '''Other''').
* '''Import contacts and auto import new contacts in the future''': Selecting this option allows for ongoing syncing every 30 minutes, so any new contacts added in Google Contacts will be imported automatically into ActiveCampaign.
- If no phone numbers are labeled, the primary number will sync from Pipedrive.
* '''Import contacts and do not auto import new contacts in the future''': This option imports your contacts without setting up auto-import for any future additions.
 
When setting up your import, if you do not have a '''Contact Group''' configured in your Google account, you may not select a group. If no group is selected, contacts will be imported based on the following criteria:
* Any contacts created by you
* Contacts marked as '''Frequently Contacted''' by Google
* Contacts that you interact with regularly


== Best Practices and Tips ==
== Best Practices and Tips ==
- It’s advisable to periodically review your data in ActiveCampaign to ensure that it remains accurate and up-to-date, especially if you choose the auto import option.
 
- Utilize the filter option to tailor the data being imported, which can prevent cluttering your ActiveCampaign database with unnecessary contacts.
To ensure a smooth import process and maintain an organized contact list, consider the following best practices:
- Double-check your API token and ensure it has the necessary permissions to access your Pipedrive account.
 
- Consider performing a manual sync initially to understand the data flow before setting up an automatic import.
* Make sure you have defined and organized your '''Contact Groups''' in Google Contacts before beginning the import. This will allow for better management and segmentation of your contacts in ActiveCampaign.
* Regularly update your Google Contacts to ensure that the information in ActiveCampaign remains current, especially if you enable the auto-import feature.
* Utilize filters during the import process to manage the quantity and specificity of contacts being imported.
* Regularly review and clean your contact lists in ActiveCampaign to eliminate duplicates or outdated information.


== Troubleshooting ==
== Troubleshooting ==
If you encounter issues during the import process, consider the following troubleshooting steps:
If you encounter issues during the import process, consider the following troubleshooting steps:
- Ensure your Pipedrive API token is correct and up-to-date.
- Check your internet connection and reattempt the sync.
- Verify that the contacts in Pipedrive meet the required format for ActiveCampaign.
- If issues persist, consult the '''Pipedrive integration''' article for additional guidance.


== Common Use Cases ==
* Ensure your Google account is correctly linked and that you have granted all necessary permissions for ActiveCampaign to access your contacts.
- A sales team can regularly sync their contact data from Pipedrive to ActiveCampaign to automate follow-up emails, ensuring clients receive timely communications.
* Verify that you have selected a '''Contact Group''' if prompted. If you do not have groups set up, review your Google Contacts setup.
- Marketing teams can filter contacts based on specific criteria, allowing for targeted campaigns based on user interactions in Pipedrive.
* Allow some time for the import process to complete; depending on the size of your contact list, it may take several hours to finish.
* If contacts do not appear after a reasonable time frame, double-check the filter settings to ensure you are allowing the correct contacts to be imported.


== FAQ ==
== FAQ ==
'''Q1: What types of contacts can I import from Pipedrive?''' 
A1: You can only import '''Person''' fields from Pipedrive, including standard and custom fields.


'''Q2: Can I set up multiple syncs for different Pipedrive accounts?''' 
=== 1. What happens if I don’t select a contact group during the import? ===
A2: No, the current setup only allows for one connection to Pipedrive for contact import.
If you do not select a contact group, all contacts that you have created, those considered as '''Frequently Contacted''' by Google, and others you interact with will be imported.
 
=== 2. Can I edit contacts after importing them? ===
Yes, once imported, you can edit the contact details directly in ActiveCampaign.


'''Q3: What should I do if I am missing contacts after the import?''' 
=== 3. How often does the auto-import sync new contacts? ===
A3: Verify that the contacts exist in Pipedrive and check the filters applied during the import.
New contacts are automatically synced every 30 minutes after the initial import if you have selected the auto-import option.


'''Q4: How frequently does ActiveCampaign check for new contacts?''' 
=== 4. What fields are automatically mapped during the import? ===
A4: If you set up auto import, ActiveCampaign checks for new or updated contacts every '''30 minutes'''.
The auto-import process will automatically map the contact’s name, email address, and organization name as they are in Google Contacts.


'''Q5: Can I import contacts without setting a filter?''' 
=== 5. Can I import contacts from other services besides Google Contacts? ===
A5: Yes, you can proceed with the import without applying any filters.
This article focuses specifically on importing contacts from Google Contacts. For other services, you may need to check their specific integration features.


'''Q6: What happens to existing contacts in ActiveCampaign during the import?''' 
=== 6. What should I do if I run into an error while importing? ===
A6: Existing contacts that match will be updated with data from Pipedrive.
Review the troubleshooting section for common issues. Ensure your Google account is connected properly and all permissions are granted.


'''Q7: Is an API token necessary for all import operations?''' 
=== 7. Are there any limitations to the number of contacts I can import at once? ===
A7: Yes, a valid Pipedrive API token is required to access and import contacts from Pipedrive.
There are currently no specified limits noted in the documentation; however, larger imports may take longer to process.


For more in-depth information, refer to the relevant ActiveCampaign documentation for integration processes and troubleshooting tips.
For more detailed information on other features, check out the [[Contacts]] and [[Import]] sections of the ActiveCampaign knowledge base.
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Latest revision as of 17:36, 3 November 2025

```mediawiki Navigation: Main_Page > Contacts > Import > Import contacts from Google Contacts to ActiveCampaign

Import contacts from Google Contacts to ActiveCampaign[edit | edit source]

ActiveCampaign provides a seamless way to manage your contacts by integrating with Google Contacts. This feature is crucial for users who want to consolidate their contacts into one platform, making it easier to manage communications, marketing campaigns, and customer relationships. By using the Automatic Importer, you can sync your Google Contacts directly into ActiveCampaign without the need for manual entry.

How to Access This Feature[edit | edit source]

To access the feature of importing contacts from Google Contacts, follow these steps: 1. Log in to your ActiveCampaign account. 2. Navigate to the Contacts section by clicking on it from the left menu. 3. From your contacts dashboard, click the Import button to start the import process.

Step-by-Step Instructions[edit | edit source]

Follow the instructions below to successfully import your contacts from Google Contacts to ActiveCampaign:

  1. Click Contacts on the left menu.
  2. Click the Import button.
  3. Locate and click Google Contacts to open the import modal.
  4. A new modal window will pop up. Click Next to proceed.
  5. Select the Google account you want to use from the subsequent modal window.
  6. Allow permission for ActiveCampaign to access your Google account by clicking Continue.
  7. Select the list(s) to which you want to add contacts. Click on the desired list name, then click Next. The selected list will be highlighted in green. If you prefer not to add contacts to a list, simply do not select any list and click Next.
  8. Choose an import option:
  - Import contacts and auto import new contacts in the future 
  - Import contacts and do not auto import new contacts in the future
  1. (Optional) Add a filter to narrow the data being imported, and select which Contact Group to import into your account (this is a required step).
  2. Finally, click Next to complete the import setup. Your existing Google Contacts will be added to your ActiveCampaign account, and any new contacts will sync every 30 minutes.

Configuration Options and Settings[edit | edit source]

When importing contacts from Google Contacts, you have several options and settings to configure:

  • Import contacts and auto import new contacts in the future: Selecting this option allows for ongoing syncing every 30 minutes, so any new contacts added in Google Contacts will be imported automatically into ActiveCampaign.
  • Import contacts and do not auto import new contacts in the future: This option imports your contacts without setting up auto-import for any future additions.

When setting up your import, if you do not have a Contact Group configured in your Google account, you may not select a group. If no group is selected, contacts will be imported based on the following criteria:

  • Any contacts created by you
  • Contacts marked as Frequently Contacted by Google
  • Contacts that you interact with regularly

Best Practices and Tips[edit | edit source]

To ensure a smooth import process and maintain an organized contact list, consider the following best practices:

  • Make sure you have defined and organized your Contact Groups in Google Contacts before beginning the import. This will allow for better management and segmentation of your contacts in ActiveCampaign.
  • Regularly update your Google Contacts to ensure that the information in ActiveCampaign remains current, especially if you enable the auto-import feature.
  • Utilize filters during the import process to manage the quantity and specificity of contacts being imported.
  • Regularly review and clean your contact lists in ActiveCampaign to eliminate duplicates or outdated information.

Troubleshooting[edit | edit source]

If you encounter issues during the import process, consider the following troubleshooting steps:

  • Ensure your Google account is correctly linked and that you have granted all necessary permissions for ActiveCampaign to access your contacts.
  • Verify that you have selected a Contact Group if prompted. If you do not have groups set up, review your Google Contacts setup.
  • Allow some time for the import process to complete; depending on the size of your contact list, it may take several hours to finish.
  • If contacts do not appear after a reasonable time frame, double-check the filter settings to ensure you are allowing the correct contacts to be imported.

FAQ[edit | edit source]

1. What happens if I don’t select a contact group during the import?[edit | edit source]

If you do not select a contact group, all contacts that you have created, those considered as Frequently Contacted by Google, and others you interact with will be imported.

2. Can I edit contacts after importing them?[edit | edit source]

Yes, once imported, you can edit the contact details directly in ActiveCampaign.

3. How often does the auto-import sync new contacts?[edit | edit source]

New contacts are automatically synced every 30 minutes after the initial import if you have selected the auto-import option.

4. What fields are automatically mapped during the import?[edit | edit source]

The auto-import process will automatically map the contact’s name, email address, and organization name as they are in Google Contacts.

5. Can I import contacts from other services besides Google Contacts?[edit | edit source]

This article focuses specifically on importing contacts from Google Contacts. For other services, you may need to check their specific integration features.

6. What should I do if I run into an error while importing?[edit | edit source]

Review the troubleshooting section for common issues. Ensure your Google account is connected properly and all permissions are granted.

7. Are there any limitations to the number of contacts I can import at once?[edit | edit source]

There are currently no specified limits noted in the documentation; however, larger imports may take longer to process.

For more detailed information on other features, check out the Contacts and Import sections of the ActiveCampaign knowledge base. ```