Export accounts

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Export accounts from ActiveCampaign

ActiveCampaign provides a feature that allows users to export account information to a CSV file. This functionality is particularly useful for businesses that require the extraction and manipulation of account data outside the ActiveCampaign platform. By exporting accounts, users can create reports, perform analysis, and utilize their data in other applications effectively.

Introduction

Exporting accounts from ActiveCampaign is a vital feature that enables users to manage and analyze their account data with greater flexibility. This feature is available to users on select plans, including those with the Enterprise option. It's essential to set up the appropriate permissions to ensure that you can successfully export accounts. Please note that while account data is exportable, account notes cannot be included in the export file.

How to Access This Feature

To access the export accounts feature, users must navigate through the ActiveCampaign interface. The following steps outline how to reach this crucial functionality.

Step-by-step Instructions

1. **Click** Contacts in the left menu. 2. **Click** the Accounts option. 3. **Click** the Export button located at the top right of the page.

Once you have clicked the Export button, the system will begin downloading the account data into a CSV file immediately. You can navigate away from this page or close the window while the export process is ongoing.

Downloading an Account Export from the Import/Export Status Page

After creating an export, users can download the results from the Import/Export Status page. Follow these steps to download your account export:

1. **Click** Deals in the left menu. 2. **Click** Import/Export Status. 3. The Import/Export status page will open. **Click** on the Export tab. 4. **Click** the Download link next to the account export you wish to retrieve.

The CSV file generated will contain all custom account fields and the following standard account fields: - Account ID - Account Name - Website - Created date and time - Updated date and time - Description - Address 1 - Address 2 - City - State or Province - Postal Code - Country - Number of employees - Annual Revenue - Industry or Vertical

Viewing Account Export History

It's also possible to view the history of account exports. This can be accessed through the same status page. The steps to retrieve this information are as follows:

1. **Click** Deals in the left menu. 2. **Click** Import/Export Status. 3. The Import/Export status page will load. **Click** on the Export tab.

The Export Status page displays critical information for each account export: - Export day, date, and time - Exporting user - Type of export (Deal or Account) - Number of records in the export - Expiration date for the export (all download links expire after 30 days) - Export status - Export download link

Configuration Options and Settings

Before exporting accounts, ensure that you have the necessary permissions set up. The export feature can be utilized effectively only if these permissions are correctly assigned. For detailed guidance on setting permissions, refer to the ActiveCampaign documentation on permissions.

Best Practices and Tips

- Always check your permission settings prior to attempting to export accounts to avoid access issues. - Regularly review the Export Status page to keep track of your past exports and their expiration dates. - Maintain a consistent naming convention for your custom fields to ensure clarity when analyzing exported data. - Consider scheduling regular exports for consistent data backups or reports.

Troubleshooting

If you encounter issues while exporting accounts, consider the following troubleshooting steps: - Verify that you have the required permissions setup correctly. - Ensure that you are not attempting to export data with sensitive or restricted information that cannot be exported, such as account notes. - If the export does not initiate, try refreshing the page and making sure that you have a stable internet connection.

FAQ

1. What formats can I export my accounts to? The only format available for account export is CSV.

2. Is there a limit on the number of accounts I can export? While the system does support exporting, be aware of any potential limits on the number of records depending on your plan type.

3. How long do I have access to the download link after an export? Download links for account exports expire after 30 days.

4. Can I export account notes? No, account notes cannot be exported through the ActiveCampaign platform.

5. What do I do if I cannot access the export feature? Ensure your account has the necessary permissions set up. Consult with your administrator if needed.

6. Where can I access additional information about exports? You can explore the documentation available on the ActiveCampaign help center for further guidance on managing exports.

7. Can exported data be imported back into ActiveCampaign? No, currently you can export accounts, but you cannot import account data back into ActiveCampaign.

For more comprehensive details, consider reviewing the relevant sections in the Accounts and Import/Export documentation on ActiveCampaign. ```