Edit or delete an automatic import

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How do I edit or delete an automatic import?

Introduction

In ActiveCampaign, an automatic import is a valuable feature that enables users to seamlessly bring in contact data into their account without manual intervention. This feature is particularly important for maintaining up-to-date contact lists and ensuring that your marketing efforts are directed to the right audience. Understanding how to edit or delete an automatic import can help you refine your data management processes and adapt to changes in your data sources as needed.

How to access this feature

To manage your automatic imports, begin by navigating through the Contacts section on the left menu of your ActiveCampaign dashboard. Finding the import settings will allow you to make necessary adjustments or remove imports that are no longer needed.

Step-by-step instructions

Follow these steps to edit or delete an automatic import:

1. Click Contacts on the left menu.
2. Click the Import button.
3. Scroll down and click on the automatic import you want to edit or remove.
4. Select either Edit or Delete.

These simple actions will help you manage your automatic imports efficiently.

Configuration options and settings

When editing an automatic import, you may be provided with various configuration options that allow you to customize how contact data is imported and processed. While the specifics of these options are not outlined in this guide, you typically have options like selecting specific fields for import, setting import frequencies, or adjusting filters for data.

For this feature, options include the ability to choose between Edit and Delete. Editing an import may require consideration of how the new settings impact existing contact data and workflows.

Best practices and tips

- Always review your automatic imports regularly to ensure they align with your current marketing strategies and contact management practices. - If you delete an automatic import, confirm that you have a backup or alternative way of managing the necessary contact data. - When editing an import, take time to validate the new settings to prevent data inconsistencies or import errors.

Troubleshooting

If you encounter issues while editing or deleting an automatic import, consider the following pointers: - Ensure that the import you are attempting to edit or delete is not currently active or linked to ongoing campaigns. - Check for any dependencies that might affect the deletion of an import (e.g., active automations that rely on contacts from that import).

Related features

While managing imports, it's helpful to be aware of related features such as contact lists, segments, and user tags that can enhance your contact organization and targeting capabilities. For more information on these features, explore the relevant sections of the help documentation under Contacts and Imports.

FAQ

1. Can I re-enable an automatic import after deleting it?

Once an automatic import is deleted, you will need to recreate it from scratch as there is no option to recover deleted imports.

2. Can I schedule how often my automatic imports occur?

Yes, when you edit an automatic import, you typically may have options to specify the frequency of imports based on your configuration settings.

3. What should I do if an automatic import is not pulling in the right data?

First, check the data source configuration and ensure it is set up correctly. Then, verify any filters or field mappings that might be affecting the import outcome.

4. Will deleting an automatic import affect my existing contact data?

Deleting an import only removes the import settings. Your existing contact data will remain intact unless it is manually altered or deleted.

5. How can I find out which imports are currently active?

You can see a list of your automatic imports in the Import section under the Contacts menu. Active imports will be listed there.

6. Is there a limit to the number of automatic imports I can create?

While specific limits may depend on your ActiveCampaign plan, generally, you can create multiple automatic imports to accommodate various contact sources.

7. How do I know if my automatic imports are successful?

You can monitor import success through notifications or logs available in the Imports section, which will inform you about any errors or confirmations of successful imports.

By understanding how to effectively edit or delete an automatic import, you can maintain the integrity of your contact data and optimize your marketing processes in ActiveCampaign. ```