Accounts

This sync can be used to load data of accounts from your data warehouse into Active Campaign platform.

SETUP

Configuring the Credentials

Select the account credentials which has access to relevant Active Campaign account from the given list & Click Next

Credentials not listed ?

Click on + for adding new credentials and fill the form that pops-up.

active campaign new creds

Data Sync Details

Data Sync

Select Accounts & click Next

active campaign accounts list
Account

Select an account from the drop-down

Data Model

Select a Data Model from the drop-down

Setting Parameters

active campaign accounts config
Parameter Description Values

Fields Selection

Required

Select the field(s) you would like to push in your Active Campaign platform here. Note that it is mandatory to map the name field to a respective model field.

{Destination Field Name, Model Field Name}

Fetch Mode

Required

This refers to the manner in which data will get updated : FULL will update the entire column(s) from the selected data, INCREMENTAL will update the fresh record(S) added since last fetch

{Incremental,Full}

Default Value: FULL

Incremental Key Dependant

Required (If Fetch Mode = Incremental)

Choose the field which will serve as Incremental key.

Select Incremental Key

Insert Mode

Required

This refers to the manner in which data will be updated in the Active Campaign Platform; with 'Update' selected, the data will be updated (only existing records) and with 'Append' selected, all data fetched will be inserted. Selecting 'Delete' will delete the records.

Update, Append, Delete

Data Sync Scheduling

Set the schedule for the sync to run. Detailed explanation on scheduling of syncs can be found here

Dataset & Name

Give your sync a name and some description (optional) and click on Finish to save it. Read more about naming and saving your syncs including the option to save them as templates here

Still have Questions?

We’ll be happy to help you with any questions you might have! Send us an email at info@datachannel.co.

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