Category: Excel

How to Import Campaigns Data from ActiveCampaign into Excel

Analyzing ActiveCampaign Campaigns in Excel helps marketers track performance metrics and optimize their email strategy. With direct data integration, you can compare campaign effectiveness and identify trends to improve future results.

TLDR

  • Step 1:

    Step 1: Install Coefficient from the Office Add-ins store and connect to your ActiveCampaign account

  • Step 2:

    Step 2: Select Import from Objects and choose Campaigns from ActiveCampaign

  • Step 3:

    Step 3: Configure your data preferences and import the campaigns data

  • Step 4:

    Step 4: Set up auto-refresh to keep your campaign metrics updated automatically

Step-by-Step Guide to Importing ActiveCampaign Campaigns

Step 1: Install and Connect Coefficient

Before importing ActiveCampaign data, you need to install the Coefficient add-in and connect to your ActiveCampaign account:

  1. Open Excel and navigate to the Insert tab in the ribbon
  2. Click on “Get Add-ins” to open the Office Add-ins store
  3. Search for “Coefficient” and click “Add” to install the add-in
  4. After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
  5. Click on “Import from…” in the Coefficient sidebar
  6. Select “ActiveCampaign” from the list of available connectors
  7. Follow the authentication prompts to connect your ActiveCampaign account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Campaigns Data

Now that you’re connected to ActiveCampaign, you can import your campaigns data:

  1. In the Coefficient sidebar, under ActiveCampaign, select “Objects”
  2. From the available objects list, select “Campaigns”
  3. Configure which campaign metrics you want to include (name, type, sends, opens, clicks, bounces, unsubscribes, etc.)
  4. Choose any filters you’d like to apply to your data (e.g., specific campaign types, date ranges, or performance thresholds)
  5. Click “Import” to bring the data into your Excel spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your ActiveCampaign campaigns data stays current:

  1. With your imported data selected, click on “Automations” in the Coefficient sidebar
  2. Select “Auto-refresh” to open the scheduling options
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the refresh to occur
  5. Click “Save” to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

ActiveCampaign Campaigns FAQ

Deals, Groups, Tags, Users, Accounts, Contacts, Campaigns, Messages, Lists

  • In ActiveCampaign, you can access campaign data by navigating to the Campaigns section, but the native reporting interface has limitations for in-depth analysis or comparing multiple campaigns across various metrics. Coefficient allows you to import all your ActiveCampaign campaigns data directly into Excel, where you can create custom reports, visualize performance trends, and benchmark campaigns against each other with greater flexibility.
  • How do I get a list of Campaigns in ActiveCampaign?
  • To get a comprehensive list of campaigns from ActiveCampaign, you would need to export reports from the platform individually, which becomes tedious when analyzing numerous campaigns or tracking performance over time. With Coefficient, you can import a complete list of all your campaigns with their detailed performance metrics directly into Excel and keep the data fresh with automatic refreshes as campaigns continue to run.
  • How to automate importing ActiveCampaign Campaigns to Excel daily?
  • Traditional automation of campaign data imports requires either manual daily exports or setting up custom API connections that require technical expertise to build and maintain. Coefficient's auto-refresh feature provides a simple solution that lets you schedule data refreshes at your preferred frequency (hourly, daily, or weekly) with just a few clicks, ensuring you always have the most current campaign metrics.
  • How do I download Campaigns data from ActiveCampaign?
  • ActiveCampaign allows you to export campaign reports as CSV files, but these are static snapshots that don't update as campaigns continue to gather more engagement data. Using Coefficient, you can establish a direct connection between ActiveCampaign and Excel that makes downloading campaigns data a one-click process, with the ability to refresh metrics as they evolve over time.
  • How to send email alerts about Campaigns data from ActiveCampaign?
  • Setting up notifications for campaign performance typically requires manual monitoring of reports or creating custom automation workflows in ActiveCampaign with limited conditional options. Coefficient includes built-in alert functionality that can monitor your imported campaigns data and automatically send email notifications when specific performance conditions are met, such as open rate thresholds, click-through rate changes, or conversion milestones.

How to Import Campaigns Data from Klaviyo into Excel

Importing your Klaviyo Campaigns data into Excel enables deeper analysis of email performance, engagement metrics, and campaign effectiveness beyond what Klaviyo’s standard reporting provides.

With Coefficient, you can establish a live connection that keeps your campaign data current in Excel without manual exports, helping you optimize your email marketing strategy based on comprehensive performance data.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Klaviyo account

  • Step 3:

    Select and import Campaigns data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Klaviyo Campaigns into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Klaviyo and Import Campaigns Data

After installing Coefficient, follow these steps to import your Campaigns data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Klaviyo” from the marketing connectors list
  4. Log in with your Klaviyo credentials when prompted
  5. From the object list, select “Campaigns”
  6. Choose which campaign fields you want to import (e.g., name, subject line, send time, metrics)
  7. Apply any filters if needed (e.g., date range, campaign status)
  8. Click “Import” to bring the data into your spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Campaigns data remains up-to-date:

  1. Select your imported Campaigns data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Klaviyo Data

Available Objects

  • Profiles
  • List Profiles
  • Segment Profiles
  • Campaign Tags
  • Campaigns
  • Catalog Items
  • Catalog Categories
  • Lists
  • Segments

How to Import Catalog Items Data from Klaviyo into Excel

Importing your Klaviyo Catalog Items data into Excel enables deeper analysis of product performance, featured items, and purchase patterns beyond what Klaviyo’s standard reporting provides.

With Coefficient, you can create a live connection that keeps your product catalog data current in Excel without manual exports, helping you optimize your product marketing and recommendations.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Klaviyo account

  • Step 3:

    Select and import Catalog Items data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Klaviyo Catalog Items into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Klaviyo and Import Catalog Items Data

After installing Coefficient, follow these steps to import your Catalog Items data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Klaviyo” from the marketing connectors list
  4. Log in with your Klaviyo credentials when prompted
  5. From the object list, select “Catalog Items”
  6. Choose which product fields you want to import (e.g., SKU, title, price, description)
  7. Apply any filters if needed (e.g., product category, price range)
  8. Click “Import” to bring the data into your spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Catalog Items data remains up-to-date:

  1. Select your imported Catalog Items data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Klaviyo Data

Available Objects

  • Profiles
  • List Profiles
  • Segment Profiles
  • Campaign Tags
  • Campaigns
  • Catalog Items
  • Catalog Categories
  • Lists
  • Segments

How to Import Charges Data from Stripe into Excel

Importing Stripe Charges data into Excel gives you greater flexibility to analyze payment patterns, reconcile transactions, and create custom financial reports beyond Stripe’s standard dashboard.

With Coefficient, you can establish a live connection that keeps your payments data current in Excel without the need for manual exports.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Stripe account

  • Step 3:

    Select and import Charges data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Stripe Charges into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Stripe and Import Charges Data

After installing Coefficient, follow these steps to import your Charges data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Stripe” from the finance connectors list
  4. Log in with your Stripe credentials when prompted
  5. From the object list, select “Charges”
  6. Choose which charge fields you want to import (e.g., amount, date, status, customer)
  7. Apply any filters if needed (e.g., date range, payment status)
  8. Click “Import” to bring the data into your spreadsheet
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Charges data remains up-to-date:

  1. Select your imported Charges data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Stripe Data

Available Objects

  • Charges
  • Customers
  • Subscriptions
  • Invoices
  • Refunds
  • Disputes
  • Payouts
  • Balance Transactions
  • Products
  • Quotes
  • Payment Intents

How to Import Companies Data from Bigin into Excel

Access to your Bigin Companies data within Excel empowers your team to build customized reports, merge account data with other business metrics, and gain deeper insights into your customer base.

Instead of dealing with outdated CSV exports, you can create a live connection that keeps your Excel data fresh and accurate.

TLDR

  • Step 1:

    Install Coefficient add-in from the Office Add-ins store

  • Step 2:

    Connect Coefficient to your Bigin account

  • Step 3:

    Select Companies data from available objects

  • Step 4:

    Import to Excel and configure auto-refresh settings

Step-by-Step Guide to Importing Bigin Companies into Excel

Step 1: Install Coefficient in Excel

Begin by adding the Coefficient add-in to your Excel:

  1. Open Excel on your computer
  2. Navigate to the “Insert” tab on the ribbon
  3. Click “Get Add-ins” to open the Office Add-ins store
  4. Search for “Coefficient” in the search bar
  5. Click “Add” to install the Coefficient add-in to Excel
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Bigin and Import Companies Data

With Coefficient installed, follow these steps to import your Companies data:

  1. Launch the Coefficient sidebar in Excel
  2. Click “Import” to view available data sources
  3. Find and select “Bigin” from the CRM connectors list
  4. Enter your Bigin credentials to authorize the connection
  5. From the objects list, select “Companies”
  6. Choose which company fields you want to include
  7. Apply any filters if needed (e.g., only active companies)
  8. Click “Import” to bring the data into your spreadsheet
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Companies data stays current:

  1. Click on your imported Companies data
  2. In the Coefficient sidebar, select “Refresh”
  3. Click “Set up auto-refresh”
  4. Choose your preferred update frequency (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Bigin Data

Available Objects

  • Contacts
  • Companies
  • Pipelines
  • Products
  • Events
  • Tasks
  • Calls

How to Import Contacts Data from ActiveCampaign into Excel

Accessing ActiveCampaign Contacts in Excel helps marketers analyze their audience and track engagement metrics. With direct data integration, you can segment your contacts and identify opportunities to improve conversion rates.

TLDR

  • Step 1:

    Step 1: Install Coefficient from the Office Add-ins store and connect to your ActiveCampaign account

  • Step 2:

    Step 2: Select Import from Objects and choose Contacts from ActiveCampaign

  • Step 3:

    Step 3: Configure your data preferences and import the contacts data

  • Step 4:

    Step 4: Set up auto-refresh to keep your contact data updated automatically

Step-by-Step Guide to Importing ActiveCampaign Contacts

Step 1: Install and Connect Coefficient

Before importing ActiveCampaign data, you need to install the Coefficient add-in and connect to your ActiveCampaign account:

  1. Open Excel and navigate to the Insert tab in the ribbon
  2. Click on “Get Add-ins” to open the Office Add-ins store
  3. Search for “Coefficient” and click “Add” to install the add-in
  4. After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
  5. Click on “Import from…” in the Coefficient sidebar
  6. Select “ActiveCampaign” from the list of available connectors
  7. Follow the authentication prompts to connect your ActiveCampaign account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Contacts Data

Now that you’re connected to ActiveCampaign, you can import your contacts data:

  1. In the Coefficient sidebar, under ActiveCampaign, select “Objects”
  2. From the available objects list, select “Contacts”
  3. Configure which contact fields you want to include (name, email, phone, tags, custom fields, engagement score, etc.)
  4. Choose any filters you’d like to apply to your data (e.g., specific lists, tags, engagement levels, or date ranges)
  5. Click “Import” to bring the data into your Excel spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your ActiveCampaign contacts data stays current:

  1. With your imported data selected, click on “Automations” in the Coefficient sidebar
  2. Select “Auto-refresh” to open the scheduling options
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the refresh to occur
  5. Click “Save” to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

ActiveCampaign Contacts FAQ

Deals, Groups, Tags, Users, Accounts, Contacts, Campaigns, Messages, Lists

  • In ActiveCampaign, you can access contacts by navigating to the Contacts section, but the native interface limits your ability to perform advanced segmentation analysis or cross-reference contacts with other business data. Coefficient allows you to import all your ActiveCampaign contacts data directly into Excel, where you can create custom segments, analyze engagement patterns, and identify high-value contacts more effectively.
  • How do I get a list of Contacts in ActiveCampaign?
  • To get a comprehensive list of contacts from ActiveCampaign, you would need to export data from the platform, which provides a static snapshot that quickly becomes outdated as new contacts are added or existing ones updated. With Coefficient, you can import a complete list of all your contacts with their detailed attributes, custom fields, and engagement metrics directly into Excel and keep the data fresh with automatic refreshes.
  • How to automate importing ActiveCampaign Contacts to Excel daily?
  • Traditional automation of ActiveCampaign contacts data requires either manual daily exports or complex API integrations that need technical expertise to implement and maintain. Coefficient's auto-refresh feature provides a user-friendly solution that lets you schedule data refreshes at your preferred frequency (hourly, daily, or weekly) with just a few clicks, ensuring you always have current contact information.
  • How do I download Contacts data from ActiveCampaign?
  • ActiveCampaign allows you to export contact data as CSV files, but these exports are limited in scope and require manual steps each time you want updated information. Using Coefficient, you can establish a direct connection between ActiveCampaign and Excel that makes downloading contacts data a one-click process, with the ability to include custom fields, tags, and engagement metrics in your export.
  • How to send email alerts about Contacts data from ActiveCampaign?
  • Setting up notifications for changes in your ActiveCampaign contact database typically requires either manual monitoring or creating custom automation workflows within the platform. Coefficient includes built-in alert functionality that can monitor your imported contacts data and automatically send email notifications when specific conditions are met, such as contact count thresholds, engagement score changes, or tag distribution shifts.

How to Import Customers Data from Stripe into Excel

Importing your Stripe Customers data into Excel enables deeper analysis of your customer base, from spending patterns to geographic distribution, beyond what Stripe’s native dashboard provides.

With Coefficient, you can create a live connection that keeps your customer data current in Excel without manual exports, ensuring your analysis always reflects the latest information.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Stripe account

  • Step 3:

    Select and import Customers data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Stripe Customers into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Stripe and Import Customers Data

After installing Coefficient, follow these steps to import your Customers data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Stripe” from the finance connectors list
  4. Log in with your Stripe credentials when prompted
  5. From the object list, select “Customers”
  6. Choose which customer fields you want to import (e.g., name, email, created date, country)
  7. Apply any filters if needed (e.g., active customers only)
  8. Click “Import” to bring the data into your spreadsheet
Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Customers data remains up-to-date:

  1. Select your imported Customers data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Stripe Data

Available Objects

  • Charges
  • Customers
  • Subscriptions
  • Invoices
  • Refunds
  • Disputes
  • Payouts
  • Balance Transactions
  • Products
  • Quotes
  • Payment Intents

How to Import Deals Data from ActiveCampaign into Excel

Tracking ActiveCampaign Deals in Excel helps sales teams monitor pipeline progress and forecast revenue more accurately. With direct data integration, you can analyze deals across stages and make informed decisions.

TLDR

  • Step 1:

    Step 1: Install Coefficient from the Office Add-ins store and connect to your ActiveCampaign account

  • Step 2:

    Step 2: Select Import from Objects and choose Deals from ActiveCampaign

  • Step 3:

    Step 3: Configure your data preferences and import the deals data

  • Step 4:

    Step 4: Set up auto-refresh to keep your pipeline data updated automatically

Step-by-Step Guide to Importing ActiveCampaign Deals

Step 1: Install and Connect Coefficient

Before importing ActiveCampaign data, you need to install the Coefficient add-in and connect to your ActiveCampaign account:

  1. Open Excel and navigate to the Insert tab in the ribbon
  2. Click on “Get Add-ins” to open the Office Add-ins store
  3. Search for “Coefficient” and click “Add” to install the add-in
  4. After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
  5. Click on “Import from…” in the Coefficient sidebar
  6. Select “ActiveCampaign” from the list of available connectors
  7. Follow the authentication prompts to connect your ActiveCampaign account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Deals Data

Now that you’re connected to ActiveCampaign, you can import your deals data:

  1. In the Coefficient sidebar, under ActiveCampaign, select “Objects”
  2. From the available objects list, select “Deals”
  3. Configure which deal fields you want to include (title, value, owner, stage, status, etc.)
  4. Choose any filters you’d like to apply to your data (e.g., specific pipelines, stages, date ranges)
  5. Click “Import” to bring the data into your Excel spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your ActiveCampaign deals data stays current:

  1. With your imported data selected, click on “Automations” in the Coefficient sidebar
  2. Select “Auto-refresh” to open the scheduling options
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the refresh to occur
  5. Click “Save” to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available ActiveCampaign Data

Objects

  • Groups
  • Tags
  • Users
  • Accounts
  • Contacts
  • Campaigns
  • Messages
  • Lists

How to Import Events Data from Bigin into Excel

Importing your Bigin Events data into Excel provides valuable insights into your team’s activities, helping you track engagement with prospects and customers while identifying patterns in scheduling.

Instead of relying on Bigin’s limited reporting capabilities, you can analyze your events data more effectively in Excel using Coefficient’s seamless connection.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Bigin account

  • Step 3:

    Select and import Events data

  • Step 4:

    Configure auto-refresh to keep your data current

Step-by-Step Guide to Importing Bigin Events into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel on your computer
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Bigin and Import Events Data

Once Coefficient is installed, follow these steps to connect to your Bigin account:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Bigin” from the CRM connectors list
  4. Log in with your Bigin credentials when prompted
  5. From the object list, select “Events”
  6. Choose which event fields you want to import (e.g., title, date, attendees)
  7. Apply any filters if needed (e.g., date range, event type)
  8. Click “Import” to bring the data into your spreadsheet
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Events data current without manual updates:

  1. Select your imported Events data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Bigin Data

Available Objects

  • Contacts
  • Companies
  • Pipelines
  • Products
  • Events
  • Tasks
  • Calls

How to Import Groups Data from ActiveCampaign into Excel

Analyzing ActiveCampaign Groups in Excel helps marketing teams understand audience segmentation and optimize campaign targeting. Direct data integration ensures you’re working with the most current group information.

TLDR

  • Step 1:

    Step 1: Install Coefficient from the Office Add-ins store and connect to your ActiveCampaign account

  • Step 2:

    Step 2: Select Import from Objects and choose Groups from ActiveCampaign

  • Step 3:

    Step 3: Configure your data preferences and import the groups data

  • Step 4:

    Step 4: Set up auto-refresh to keep your group data updated automatically

Step-by-Step Guide to Importing ActiveCampaign Groups

Step 1: Install and Connect Coefficient

Before importing ActiveCampaign data, you need to install the Coefficient add-in and connect to your ActiveCampaign account:

  1. Open Excel and navigate to the Insert tab in the ribbon
  2. Click on “Get Add-ins” to open the Office Add-ins store
  3. Search for “Coefficient” and click “Add” to install the add-in
  4. After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
  5. Click on “Import from…” in the Coefficient sidebar
  6. Select “ActiveCampaign” from the list of available connectors
  7. Follow the authentication prompts to connect your ActiveCampaign account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Groups Data

Now that you’re connected to ActiveCampaign, you can import your groups data:

  1. In the Coefficient sidebar, under ActiveCampaign, select “Objects”
  2. From the available objects list, select “Groups”
  3. Configure which group fields you want to include (name, description, membership count, etc.)
  4. Choose any filters you’d like to apply to your data (e.g., specific group types or categories)
  5. Click “Import” to bring the data into your Excel spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your ActiveCampaign groups data stays current:

  1. With your imported data selected, click on “Automations” in the Coefficient sidebar
  2. Select “Auto-refresh” to open the scheduling options
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set specific times for the refresh to occur
  5. Click “Save” to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available ActiveCampaign Data

Objects

  • Groups
  • Tags
  • Users
  • Accounts
  • Contacts
  • Campaigns
  • Messages
  • Lists