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ActiveCampaign is a customer experience automation platform that provides email marketing, marketing automation, and CRM tools to help businesses connect and engage with their customers.

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Configuring Active Campaign as a Source

In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Active Campaign option from the list of connectors. Click Next and you’ll be prompted to add your access.

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1. Add account access

You’ll need your Active Campaign URL and API Key for this connection. You can find it in your Active Campaign account settings, under the “Developer” tab. Once you have it, add the account access and click Next.

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2. Select streams

Choose which data streams you want to sync - you can select all streams or pick specific ones that matter most to you.
Tip: The stream can be found more easily by typing its name.
Select the streams and click Next.

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3. Configure data streams

Customize how you want your data to appear in your catalog. Select a name for each table (which will contain the fetched data) and the type of sync.
  • Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix and make this process faster!
  • Sync Type: you can choose between INCREMENTAL and FULL_TABLE.
    • Incremental: every time the extraction happens, we’ll get only the new data - which is good if, for example, you want to keep every record ever fetched.
    • Full table: every time the extraction happens, we’ll get the current state of the data - which is good if, for example, you don’t want to have deleted data in your catalog.
Once you are done configuring, click Next.

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4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times). Optionally, you can determine when to execute a full sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while. Once you are ready, click Next to finalize the setup.

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5. Check your new source

You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.
For you to be able to see it on your Catalog, you need at least one successful source run.

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Streams and Fields

Below you’ll find all available data streams from Active Campaign and their corresponding fields:
Stream for managing deals, representing sales opportunities with contacts.
Deals Full vs. Partial Access: When configuring the Deals stream, you have two access levels:
  • Partial Access: Syncs a limited set of fields, ideal for a quick overview. The replication key is not available, so only full syncs are supported.
  • Full Access: Syncs all available deal fields, providing comprehensive data for in-depth analysis. The mdate (modification date) is used as the replication key, allowing for incremental syncs.
In order to have full access, the authenticated user needs to have Manage pipeline permission.
Key Fields (Full Access):
  • id - Unique identifier for the deal.
  • title - The title or name of the deal.
  • owner - The ID of the user who owns the deal.
  • contact - The ID of the primary contact associated with the deal.
  • organization - The ID of the organization associated with the deal.
  • stage - The ID of the current stage in the pipeline.
  • value - The monetary value of the deal.
  • currency - The currency of the deal’s value.
  • status - The current status of the deal (0=Open, 1=Won, 2=Lost).
  • cdate - The date the deal was created.
  • mdate - The date the deal was last modified.
Additional Fields (Full Access): hash, group, description, percent, nextdate, nexttaskid, winProbability, winProbabilityMdate, activitycount, nextdealid, edate, isDisabled, account, customerAccount, and links to related entities.
Stream for managing contacts, the individuals you communicate with.Key Fields:
  • id - Unique identifier for the contact.
  • email - The primary email address of the contact.
  • firstName - The first name of the contact.
  • lastName - The last name of the contact.
  • phone - The phone number of the contact.
  • orgid - The ID of the organization the contact belongs to.
  • cdate - The date the contact was created.
  • udate - The date the contact was last updated.
Additional Fields: orgname, segmentio_id, bounced_hard, bounced_soft, bounced_date, ip, ua, hash, socialdata_lastcheck, email_local, email_domain, sentcnt, rating_tstamp, gravatar, deleted, anonymized, adate, edate, deleted_at, created_utc_timestamp, updated_utc_timestamp, created_timestamp, updated_timestamp, created_by, updated_by, mpp_tracking, last_click_date, last_open_date, last_mpp_open_date, best_send_hour, scoreValues, accountContacts, links, and organization. If extract_contact_custom_fields is enabled, it also includes customFields.
Stream for managing deal groups, which are pipelines containing stages.Key Fields:
  • id - Unique identifier for the deal group.
  • title - The name of the deal group (pipeline).
  • color - The color code for the deal group.
  • order - The display order of the deal group.
  • cdate - The date the deal group was created.
  • udate - The date the deal group was last updated.
Additional Fields: group, width, dealOrder, cardRegion1, cardRegion2, cardRegion3, cardRegion4, cardRegion5, and links to related entities.
Stream for managing marketing campaigns.Key Fields:
  • id - Unique identifier for the campaign.
  • name - The name of the campaign.
  • type - The type of campaign (e.g., ‘email’, ‘sms’).
  • status - The status of the campaign.
  • cdate - The date the campaign was created.
  • sdate - The date the campaign was sent.
Metrics:
  • opens - Total number of opens.
  • uniqueopens - Number of unique opens.
  • linkclicks - Total number of link clicks.
  • uniquelinkclicks - Number of unique link clicks.
  • unsubscribes - Number of unsubscribes.
Additional Fields: A wide range of fields related to campaign settings, tracking, and performance metrics like userid, segmentid, send_amt, total_amt, hardbounces, softbounces, and links.
Stream for managing custom fields available for contacts and deals.Key Fields:
  • id - Unique identifier for the custom field.
  • title - The name of the custom field.
  • type - The type of the field (e.g., ‘text’, ‘dropdown’).
  • descript - A description of the field.
  • isrequired - Whether the field is mandatory.
  • cdate - The date the field was created.
  • udate - The date the field was last updated.
Additional Fields: perstag, defval, show_in_list, rows, cols, visible, service, ordernum, options, relations, and links.
Stream for the values associated with custom fields for each contact.Key Fields:
  • id - Unique identifier for the field value.
  • contact - The ID of the contact this value belongs to.
  • field - The ID of the custom field.
  • value - The value of the custom field for the contact.
  • cdate - The date the field value was created.
  • udate - The date the field value was last updated.
Additional Fields: links and owner.

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Data Model

The following diagram illustrates the relationships between the core data streams in Active Campaign.
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