ActiveCampaign

Last updated on Jun 15, 2023

ActiveCampaign is a cloud software platform that integrates email marketing, automation and customer relationship management to enable you to create a rich and personalized experience for your customers. It provides access to a variety of prebuilt automations, and integrations such as Shopify and Salesforce, and the creation of customized campaigns to suit customer behaviours.

Hevo uses the ActiveCampaign RESTful version 3 API to ingest data from your ActiveCampaign account and load it to the desired Destination for scalable analysis.

Setup

Data Sync

Prerequisites

An active ActiveCampaign account from which data is to be ingested
You are assigned the Team Administrator, Team Collaborator, or Pipeline Administrator role in Hevo to create the Pipeline.
An API key and Account Name are available to authenticate Hevo on your ActiveCampaign account.
You must be logged in as an Admin user to access all the data in your account.

Obtaining the Account Name and API Key

ActiveCampaign automatically provides you with the API credentials; account name and API key, for authenticating Hevo on your ActiveCampaign account. The API key does not expire and can be reused for all your Pipelines.

Perform the following steps to obtain your account name and API key:

Log in to your ActiveCampaign account.
In the left navigation panel, click Settings.
In the Settings navigation panel, click Developer.
In the Developer page, in the API Access section:
1. Copy the API URL and save it in a secure location like any other password. The API URL contains the account name. For example, if the API URL is https://hevodata123456.api-us1.com, account name is hevodata123456.
2. Copy the API key by clicking Copy API Key, and save it in a secure location like any other password.

Use the account name and API key to configure ActiveCampaign as a Source in Hevo.

Configuring ActiveCampaign as a Source

Perform the following steps to configure ActiveCampaign as the Source in your Pipeline:

Click PIPELINES in the Navigation Bar.
Click + CREATE in the Pipelines List View.
In the Select Source Type page, select ActiveCampaign.
In the Configure your ActiveCampaign Source page, specify the following:
- Pipeline Name: A unique name for the Pipeline, not exceeding 255 characters.
- API Key: The private key in your ActiveCampaign account, to enable Hevo to read data.
- Account Name: The unique identifier of your ActiveCampaign account, to enable Hevo to access the data.
Click TEST & CONTINUE.
Proceed to configuring the data ingestion and setting up the Destination.

Data Replication

Default Pipeline Frequency	Minimum Pipeline Frequency	Maximum Pipeline Frequency	Custom Frequency Range (Hrs)
1 hr	1 hr	24 hrs	1-24

Note: You must set the custom frequency in hours as an integer value. For example, 1, 2, 3 but not 1.5 or 1.75.

Historical Data: In the first run of the Pipeline, Hevo ingests all historical data for all the objects and loads it to the Destination.
Incremental Data: Once the historical load is complete, all new and updated records for the Contacts and Deals objects are synchronized with your Destination according to the ingestion frequency.

Schema and Primary Keys

Hevo uses the following schema to upload the records in the Destination database:

Data Model

The following is the list of tables (objects) that are created at the Destination when you run the Pipeline:

Note: You need to be an Admin in ActiveCampaign in order to ingest data from the objects Tasks, Calendars, Stages and Pipelines. Additionally, you need permissions from an Admin in order to ingest data from the Automation, Deals, Forms, and Secondary Contacts objects.

Object	Mode	Description
Accounts	Full Load	Contains the details of your customer accounts.
Accounts Contact Association	Full Load	Contains the details of the contacts associated with your customer accounts.
Account Custom Fields	Full Load	Contains the details of all the custom fields you may have created for an account. Custom fields in accounts allow you to store additional information specific to those accounts.
Account Custom Field Values	Full Load	Contains the values of all the account custom fields associated with your account.
Addresses	Full Load	Contains the addresses of all the businesses you work with.
Automations	Full Load	Contains the details of all the automations in your ActiveCampaign account. Automations allow you to build a series of emails that are sent to subscribers when triggered by a specific date, activity, or event.
Brandings	Full Load	Contains the details of all the brandings associated with your ActiveCampaign account. Branding allows you to create easily identifiable products to help in sales.
Calendar Feeds	Full Load	Contains the details of all your ActiveCampaign calendar feeds. Calendar feeds allow you to push your ActiveCampaign tasks to a calendar client that supports subscription calendars such as Google Calendar and Apple Calendar.
Campaigns	Full Load	Contains the details of all the campaigns belonging to your ActiveCampaign account. Campaigns are email marketing messages used for attracting customers.
Connections	Full Load	Contains the details of all the links between your ActiveCampaign account and accounts in an external service such as Shopify.
Contacts	Incremental	Contains the details of all your contacts in ActiveCampaign.
Contact Tags	Full Load	Contains the details about the tags related to a contact. Tags are created and used by users to gather essential information about a contact.
Contacts Custom Fields	Full Load	Contains the details of all the custom fields that you may have created to capture additional information about your contacts.
Contacts Custom Field Values	Full Load	Contains the values of all the custom fields in contacts.
Custom Deal Fields	Full Load	Contains the details of all the custom fields that you may have created to capture additional information about deals.
Custom Deal Fields Values	Full Load	Contains the values of the custom deal fields.
Deals	Incremental	Contains the details of all the deals in your ActiveCampaign account. A deal contains the information about a potential sale.
Deal Roles	Full Load	Contains the details of all the roles that have been assigned to your contacts associated with deals.
E-Commerce Customers	Full Load	Contains the details of all the customers in a third party e-commerce service such as Shopify that is linked with your ActiveCampaign account.
E-Commerce Orders	Full Load	Contains the details of the orders in an external e-commerce service such as Shopify that is linked with your ActiveCampaign account.
E-Commerce Order Products	Full Load	Contains the details of resources such as products and line items in an external e-commerce service such as Shopify that is linked with your ActiveCampaign account.
Forms	Full Load	Contains the details of all the forms belonging to your ActiveCampaign account. Forms allow you to collect and store information about contacts in your database.
Groups	Full Load	Contains the details of all the groups belonging to your ActiveCampaign account. Groups are used to classify users with access to the ActiveCampaign account so that they are assigned only the relevant roles and permissions required.
Group Limits	Full Load	Contains the details of all the limitations applied on user groups such as the limit set on the number of emails sent and the number of contacts stored.
Lists	Full Load	Contains the details of all the lists in your ActiveCampaign account. A list is a group of customer contacts that have been placed together due to some broad similarities.
Messages	Full Load	Contains the details of the messages sent and received from the customers such as the sender name and email address.
Pipelines	Full Load	Contains the details of all your pipelines. A pipeline is a defined set of stages to track a process selling a subscription.
Saved Responses	Full Load	Contains the details of the templates for one-off personal emails that you send to a single contact.
Secondary Contacts	Full Load	Contains the details of all the secondary contacts in your account. A secondary contact is any additional contact linked with a deal ,along with the primary contact.
Scores	Full Load	Contains the details of all the scores assigned to the leads to evaluate and prioritize them.
Segments	Full Load	Contains the details of all the segments used to group contacts in your ActiveCampaign account.
Stages	Full Load	Contains the details about all the deal stages in your pipelines. A stage is used to group deals in a pipeline so that they can be tracked easily.
Tags	Full Load	Contains the details of all the tags used to organize your contacts into multiple categories.
Tasks	Full Load	Contains the details of all the tasks assigned to users. Tasks allow you to keep track of what a user needs to do related to a contact or a deal.
Task Outcomes	Full Load	Contains the list of all the task outcomes. A task outcome is a list of possible results from an interaction with a prospect or a customer.
Task Types	Full Load	Contains the details of all the tasks associated with your account. Tasks are a way to track what a user needs to do in relation to a contact or a deal.
Task Types and Outcome Relations	Full Load	Contains the details about the tasks, their type, and particular outcomes.
Users	Full Load	Contains the details of all the users that have access to the ActiveCampaign account.

Additional Information

Read the detailed Hevo documentation for the following related topics:

Source Considerations

Pagination: Each API response for each ActiveCampaign object fetches one page with up to 100 records per page.
Rate limit: ActiveCampaign imposes a limit of a maximum of 5 API calls per second per account to optimize performance.

Limitations

Hevo currently does not support deletes. Therefore, any data deleted in the Source may continue to exist in the Destination.

Revision History

Refer to the following table for the list of key updates made to this page:

Date	Release	Description of Change
Nov-08-2022	2.01	Updated sections, Data Replication, Schema and Primary keys, and Data Model to add information about support for a new Contact Tags object and incremental ingestion for the Contacts and Deals objects.
Jul-27-2022	1.92	New document.