How to Import Contacts Data from ActiveCampaign into Excel

Name: Coefficient
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using Coefficient excel Add-in (500k+ users)

Learn how to import ActiveCampaign Contacts data into Excel using Coefficient. Analyze your contact database, track engagement metrics, and optimize your marketing and sales efforts with live data.

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

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:

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 Contacts Data

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

In the Coefficient sidebar, under ActiveCampaign, select “Objects”
From the available objects list, select “Contacts”
Configure which contact fields you want to include (name, email, phone, tags, custom fields, engagement score, etc.)
Choose any filters you’d like to apply to your data (e.g., specific lists, tags, engagement levels, or date ranges)
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:

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 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.