Google Sheets integration

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Use the ActiveCampaign Google Sheets Integration

Introduction

The ActiveCampaign Google Sheets integration allows users to seamlessly connect their ActiveCampaign account with Google Sheets. This integration is vital for automating data transfer between these platforms, facilitating efficient data management, and enhancing marketing efforts. Users can either import data into ActiveCampaign from Google Sheets or push contact information to Google Sheets through auto-configured actions in ActiveCampaign. This feature is available for all ActiveCampaign plans including Starter, Plus, Pro, and Enterprise.

How to Access This Feature

To access the Google Sheets integration: 1. Log into your ActiveCampaign account. 2. Navigate to the Apps section in the main navigation menu. 3. Search for and select Google Sheets.

Once you are in the Google Sheets app page, you can configure both inbound and outbound sync options as per your needs.

Step-by-Step Instructions

1. 1. 1. Inbound Sync: Sync Data from a Google Sheet to ActiveCampaign

To configure inbound sync, follow these steps:

1. From your ActiveCampaign account, click on Apps. 2. Search for Google Sheets and select it. 3. On the Google Sheets app page, click the Import Data button. 4. A modal window will appear. Click the Connect button. 5. Log into your Google account when prompted. 6. Click Allow to permit ActiveCampaign to access your Google Account. 7. You'll be redirected back to the setup page. Click the Continue button. 8. Use the dropdowns to select the spreadsheet and sheet you want to sync to ActiveCampaign, then click Continue. 9. On the Mapping screen, map the fields you want to sync.

  - For standard objects like Contacts, Deals, and Accounts, the required fields will be displayed.
  - Click Add field mapping to include additional fields or the trash icon to remove a mapping.

10. Decide how to handle data sync scheduling on the Schedule Sync screen. Choose between:

   * Import data and auto-import new data in the future.
   * Import data and not auto-import new data.

11. Finally, type a name for your sync and click the Finish button.

The connected sheet will be listed under the Imports section of the Google Sheets app page.

1. 1. 1. Outbound Sync: Sync Contacts from ActiveCampaign to Google Sheets

To set up outbound sync:

1. Ensure you have an active automation that uses the Add a Row in Google Sheets action. 2. From your automation, click on CX Apps in the right menu. 3. Drag the Add a Row in Google Sheets action into your automation flow. 4. A modal will open; click the Connect button. 5. Choose your Google account and click Allow to grant access. 6. Select the spreadsheet and sheet to connect, then click Continue. 7. Map the contact fields to corresponding columns in your spreadsheet, making sure you check the mappings against the columns in the Google Sheet. 8. Click the Finish button to complete the setup.

The row will sync in real-time to the next available row in your connected Google Sheets each time a contact moves through this action.

Configuration Options and Settings

When configuring the Google Sheets integration, you should be aware of the following settings and guidelines:

- **Inbound Sync Options**:

  - Import data and auto-import new data in the future
  - Import data and not auto-import new data

- **Field Mapping**:

  - Ensure all custom fields are created in ActiveCampaign prior to mapping.
  - Each Google Sheet must have a header row; the first row is used for mapping.
  - Supported date formats: YYYY-MM-DD, YYYY/MM/DD, or MM/DD/YYYY.
  - For multi-select fields, use a double pipe as a delimiter (e.g., ||Option 1||Option 2||).
  - Currency fields should be formatted as text or number.
 

- **Outbound Sync Settings**:

  - Use one Google spreadsheet per Add a Row in Google Sheets action.
  - Only contact fields can be synced, including standard and custom contact fields.

Best Practices and Tips

- Remove punctuation from your Google Sheet name to ensure successful integration. - Ensure your Google Sheets have appropriate editing permissions. - Use descriptive names for your syncs; this aids in managing multiple integrations. - Always verify mappings by referring to your Google Sheets during setup. - Regularly check sync status and logs to troubleshoot any issues that may arise.

Troubleshooting

If you encounter issues with the Google Sheets integration: - Ensure both your ActiveCampaign and Google accounts are properly connected. - Verify that there are no special characters in your Google Sheet name. - If updates to your sheets aren't reflected in ActiveCampaign, use the Restart button to initiate a manual sync. - Check the permissions of your Google Sheet and revise them if necessary.

Related Features

For more details about integrating ActiveCampaign with other apps, please check out the following features: - Automations - Tags - Custom Fields

FAQ

1. **Can I sync multiple Google Sheets with ActiveCampaign?**

  - No, each sync action can use only one Google sheet at a time.

2. **Do I need to format fields in my Google Sheet?**

  - Yes, particularly date and multi-select fields must follow specific formatting guidelines.

3. **What happens to previously synced data if I disconnect the integration?**

  - The previously synced data will remain in your ActiveCampaign account and/or Google Sheet but will no longer sync after disconnection.

4. **How often does the inbound sync run?**

  - The inbound sync runs every hour.

5. **Can I push updates to already synced data in ActiveCampaign?**

  - Yes, you will need to use the Restart button to conduct an updated sync.

6. **What do I do if my data isn't importing correctly?**

  - Check your Google Sheet name for punctuation, permissions, and ensure all necessary mappings are correct prior to re-attempting the import.

7. **How do I disconnect the Google Sheets integration?**

  - You can disconnect your Google Sheets integration by navigating to the Connected Apps section in the Apps menu and selecting the option to disconnect.

With this integration, managing contacts and data flow between ActiveCampaign and Google Sheets has never been easier, providing teams with the tools they need to automate and optimize their workflows effectively. ```