Sync existing contacts and leads from Salesforce to ActiveCampaign

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How to sync existing contacts and leads from Salesforce to ActiveCampaign

Syncing existing contacts and leads from Salesforce to ActiveCampaign is an essential process that ensures your marketing management is seamless and efficient. This feature allows users to bulk update the ActiveCampaign Sync Status field for existing contacts and leads, enabling them to sync automatically to ActiveCampaign. This integration is particularly important for keeping your customer data consistent and up-to-date across both platforms.

This article will guide you through the process of syncing contacts and leads, providing a comprehensive breakdown of the steps, configuration options, best practices, troubleshooting tips, and frequently asked questions.

Why it matters

The ability to sync contacts and leads between Salesforce and ActiveCampaign enhances your marketing efforts by ensuring that your datasets are aligned. This not only saves time but also allows for more personalized marketing strategies based on accurate, up-to-date customer information.

How to access this feature

To access the syncing feature, you must first complete the ActiveCampaign Salesforce integration setup. Once the setup is complete, you can begin the process of syncing existing contacts and leads easily through Salesforce.

Step-by-step instructions

Follow these detailed steps to sync your existing contacts and leads from Salesforce to ActiveCampaign:

1. Log into your Salesforce account and navigate to Reports.
2. Create a report of all contacts or leads you wish to sync into ActiveCampaign.
3. Under Columns in the left menu, type ActiveCampaign and click on ActiveCampaign Sync Status. This will add the ActiveCampaign Sync Status field to your report.
4. Click the Run button to run the report.
5. Once the report runs, click the down caret next to the Edit button and select Export.
6. An Export modal will open. Click the Format dropdown and select the CSV option. You do not need to change the encoding in this step.
7. Click the Export button.
8. Open the CSV file. You will see that the ActiveCampaign Sync Status column is blank for your leads or contacts. Update this column to say Waiting For Next Sync for all leads or contacts in the file.
9. Save the CSV file.
10. From your Salesforce account, go to the Setup page.
11. Using the Quick Find option on the left, type Data Import then click on Data Import Wizard.
12. On the Data Import Wizard page, click the Launch Wizard! button and follow the prompts to upload your CSV file and map columns.
13. Click the Start Import button to import your file.

After importing the CSV file into Salesforce, you will see that all contacts or leads indicate Waiting For Next Sync for the ActiveCampaign Sync Status field within their Salesforce record. This indicates that they will be included in the next data sync to ActiveCampaign.

You can import up to 50,000 records simultaneously using the Data Import Wizard. If your import file exceeds this limit, you must either use the Salesforce Data Loader or break the import file into smaller files before proceeding with the import.

Configuration options and settings

The syncing process involves several key configuration options, which include:

• ActiveCampaign Sync Status: This field is crucial for identifying which contacts or leads are ready to be synced. Setting this to Waiting For Next Sync triggers their inclusion in the subsequent data sync to ActiveCampaign.

Best practices and tips

To maximize the effectiveness of syncing existing contacts and leads, consider the following best practices:

• Always ensure that the ActiveCampaign Sync Status field is properly updated prior to syncing.
• Regularly review and audit your synced contacts to maintain data integrity across both platforms.
• Test your integration with a smaller dataset before executing a larger sync to identify any potential issues.
• Document any mappings made during the process to simplify future imports.

Troubleshooting

If you encounter problems during the sync process, consider the following troubleshooting steps:

• Ensure that the ActiveCampaign Salesforce integration is set up correctly. Review the integration settings and confirm that you have completed all necessary configurations.
• If your import fails, check for any errors in column mapping or data formatting in the CSV file.
• Verify that the limit of 50,000 records is not exceeded; if it is, remember to either use the Salesforce Data Loader or divide the CSV file into smaller batches.

Related features

For more insights and functionalities, explore related features within ActiveCampaign:

• Integrations: Discover other integrations that might enhance your marketing efforts.
• Salesforce: Learn more about how ActiveCampaign connects with Salesforce to streamline your workflows.

FAQ

Here are some common questions regarding the process of syncing existing contacts and leads:

1. What happens if I forget to update the ActiveCampaign Sync Status?

If the ActiveCampaign Sync Status is not updated, those contacts or leads will not sync to ActiveCampaign.

1. Can I sync more than 50,000 records at a time?

No, the Data Import Wizard allows for a maximum of 50,000 records. For larger imports, consider the Salesforce Data Loader.

1. How can I confirm that my contacts and leads have been successfully synced?

Check the ActiveCampaign Sync Status field in Salesforce for the updated status indicating successful sync.

1. Is there a way to undo a sync?

You can delete or edit any records in ActiveCampaign as needed; however, there isn’t a direct "undo" for the sync operation itself.

1. What types of data can be synced from Salesforce?

You can sync contact and lead data including custom fields, providing these are correctly mapped during the import process.

1. Will this sync automatically or do I need to manually trigger it?

Once you set the ActiveCampaign Sync Status to Waiting For Next Sync, the sync will occur automatically during the next designated sync period.

For further assistance, consult the comprehensive help resources available through ActiveCampaign's support channels. ```