Import contacts
```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:
- Click Contacts on the left menu.
- Click the Import button.
- Locate and click Google Contacts to open the import modal.
- A new modal window will pop up. Click Next to proceed.
- Select the Google account you want to use from the subsequent modal window.
- Allow permission for ActiveCampaign to access your Google account by clicking Continue.
- 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.
- 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
- (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).
- 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. ```