How to Import Accounts Data from ActiveCampaign into Excel

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Learn how to import ActiveCampaign Accounts data into Excel using Coefficient. Track customer accounts, analyze engagement patterns, and optimize your B2B marketing strategy with live data.

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How to Import Accounts Data from ActiveCampaign into Excel
- Step-by-Step Guide to Importing ActiveCampaign Accounts

Analyzing ActiveCampaign Accounts in Excel helps B2B companies track customer relationships and identify growth opportunities. With direct data integration, you can monitor account health metrics and prioritize your engagement strategy.

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 Accounts from ActiveCampaign
Step 3:

Step 3: Configure your data preferences and import the accounts data
Step 4:

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

Step-by-Step Guide to Importing ActiveCampaign Accounts

Step 1: Install and Connect Coefficient

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

Open Excel and navigate to the Insert tab in the ribbon
Click on “Get Add-ins” to open the Office Add-ins store
Search for “Coefficient” and click “Add” to install the add-in
After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
Click on “Import from…” in the Coefficient sidebar
Select “ActiveCampaign” from the list of available connectors
Follow the authentication prompts to connect your ActiveCampaign account

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Accounts Data

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

In the Coefficient sidebar, under ActiveCampaign, select “Objects”
From the available objects list, select “Accounts”
Configure which account fields you want to include (name, industry, size, engagement score, etc.)
Choose any filters you’d like to apply to your data (e.g., specific account types, engagement levels, or industries)
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 accounts data stays current:

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

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

ActiveCampaign Accounts FAQ

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

In ActiveCampaign, you can access accounts by navigating to the Accounts section, but the native interface limits your ability to perform detailed analysis across multiple account attributes or track engagement metrics over time. Coefficient allows you to import all your ActiveCampaign accounts data directly into Excel, where you can create custom reports, track account health metrics, and identify patterns for strategic decision-making.
How do I get a list of Accounts in ActiveCampaign?
To get a comprehensive list of accounts in ActiveCampaign, you would need to export data from the platform, which provides a static snapshot that quickly becomes outdated as new interactions occur. With Coefficient, you can import a complete list of all your accounts with their detailed attributes directly into Excel and keep the data fresh with automatic refreshes.
How to automate importing ActiveCampaign Accounts to Excel daily?
Traditionally, automating ActiveCampaign accounts data imports requires either manual daily exports or building custom scripts using the ActiveCampaign API, both time-consuming options. Coefficient's auto-refresh feature makes this process simple by allowing you to schedule automatic data updates on your preferred schedule without any coding knowledge required.
How do I download Accounts data from ActiveCampaign?
ActiveCampaign allows you to export account data as CSV files, but this requires manual steps each time you want updated information about your customer accounts. Using Coefficient, you can establish a direct connection between ActiveCampaign and Excel that makes downloading accounts data a one-click process, with options to refresh automatically.
How to send email alerts about Accounts data from ActiveCampaign?
Setting up alerts for changes in ActiveCampaign accounts typically requires manual monitoring or custom development work to create notification systems. Coefficient includes built-in alert functionality that can monitor your imported accounts data and automatically send email notifications when specific conditions are met, such as engagement score changes or account status updates.