Excel Add-In for ActiveCampaign

Build 23.0.8839

Accounts

View many or all contacts by including their ID's or various filters.

Table Specific Information

Select

The add-in uses the ActiveCampaign API to process some of the filters.

For example, the following queries are processed server side:

SELECT * FROM Accounts WHERE Id = 10003

SELECT * FROM Accounts WHERE Name = 'testAccount'

As a note, due to server-side performance issues, even when the property IncludeCustomFields is set to TRUE, the custom fields will appear only in the table schema with null values. To retrieve the values of the custom fields, please refer to the AccountCustomFieldData table.

Insert

Inserting an account requires specifying the account name.

INSERT INTO Accounts (Name) VALUES ('testAccount2')

INSERT INTO Accounts (Name, AccountUrl) VALUES ('account', 'http://accountUrl.com/')

Additionally, the add-in supports inserting account and account custom fields data from the Accounts table. All custom field columns start with CF_.

INSERT INTO Accounts (Name, CF_Description, CF_Hidden, CF_Number) VALUES ('testAccount3', 'custom field value', 'custom field value', 123)

Update

The add-in supports updating account information.

Additionally, it is possible to update account custom fields data from the Accounts table.

UPDATE Accounts SET Name = 'updatedName', AccountUrl = 'http://updatedAccountUrl.com/' WHERE Id = 1

UPDATE Accounts SET Name = 'updatedName', CF_Description = 'custom field value', CF_Hidden = 'custom field value' WHERE Id = 1

Delete

Remove all accounts or an account by specifying the Id of the account.

DELETE FROM Accounts WHERE Id = 10003

Columns

Name Type ReadOnly Description
Id [KEY] String True

The Id column of the Accounts table.

AccountUrl String False

Account's website.

ContactCount Integer True

The ContactCount column of the Accounts table.

CreatedTimestamp Datetime True

The CreatedTimestamp column of the Accounts table.

DealCount Integer True

The DealCount column of the Accounts table.

AccountContactsLink String True

The AccountContactsLink column of the Accounts table.

AccountCustomFieldDataLink String True

The AccountCustomFieldDataLink column of the Accounts table.

ContactEmailsLink String True

The ContactEmailsLink column of the Accounts table.

EmailActivitiesLink String True

The EmailActivitiesLink column of the Accounts table.

NotesLink String True

The NotesLink column of the Accounts table.

Name String False

Account's name.

UpdatedTimestamp Datetime True

The UpdatedTimestamp column of the Accounts table.

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Build 23.0.8839