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Import Data to ActiveCampaign
Whether you want to upload new data into your account, associate or link existing records, or migrate data from your old app to ActiveCampaign, you can do that in no time with Loader
Upload new Accounts and link to existing Account Owners
Upload Tasks with relevant Assignee and Notes
Update information on Contacts using email address
Add all new Deals in once and link to Accounts and Contacts
Modify your Deals statuses
Practical Ways How to Use Loader
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These are data objects that Loader lets you update and import in ActiveCampaign. Log in to Loader to see the fields related to each data object.
Accounts;+; Contacts;+;+ Deals;+;+ Notes;+; Tasks;+;
Some Hints for You
What's the difference between import and update?
In basic terms, import refers to the uploading of new data, whereas update refers to the editing of existing data in your database. But Loader helps you in importing new data while doing an update.
Can I undo my results?
Undo is enabled for all imports and updates immediately after completion or if you stop your ongoing import.
Can I link records during import?
Your records can be associated with either import or update. When mapping data, simply select the relevant Link To field from the list.
How select the right data field for update?
The optimal field should contain unique information for each record so that Loader can find the exact record to edit data.
How do I find out how many records are in my file?
When you upload a CSV file, Loader checks it, provides you with an exact estimate of the number of entries, and lets you preview your data in each column for easy mapping.
Can I export data with Loader?
Loader provides only imports and updates, allowing you to put your data to work and saving you time.
Ready to try Loader with ActiveCampaign?
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