Excel Add-In for ActiveCampaign

Build 24.0.9060

DealGroups

Lists all existing accounts.

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 DealGroups WHERE Id = 10003

SELECT * FROM DealGroups WHERE Title = 'title'

Insert

Inserting a pipeline/dealgroup requires specifying a value for the Currency, Title columns.

INSERT INTO DealGroups (Currency, Title) VALUES (2, 300)

INSERT INTO DealGroups (Currency, Title, AutoAssign, AllUsers, AllGroups) VALUES ('USD', 'title', 1, 0, 1)

Update

The add-in supports updating pipeline/dealgroup information.

UPDATE DealGroups SET AllUsers = 0, AllGroups = 1, Currency = 'EUR' WHERE Id = 1

Delete

Remove all pipelines or a pipeline by specifying the Id of the dealgroup.

DELETE FROM DealGroups WHERE Id = 10003

Columns

Name Type ReadOnly Description
Id [KEY] String True

The pipeline Id.

AllGroups String False

The AllGroups column of the DealGroups table. Indicates whether all user groups have permission to manage this pipeline. Can be either 1 or 0. If 1, all user groups can manage this pipeline. If 0, only user groups in dealGroup.groups parameter can manage this pipeline.

AllUsers String False

The AllUsers column of the DealGroups table. Indicates whether new deals get auto-assigned to all users. Can be either 1 or 0. If 1, new deals are auto-assigned to all users unless auto-assign is disabled. If 0, new deals are auto-assigned to only the users in dealGroup.users parameter.

AutoAssign String False

The AutoAssign column of the DealGroups table. Deal auto-assign option. Can be one of 0, 1, and 2. If 0, auto-assign is disabled. If 1, Round Robin method is used to auto-assign new deals. If 2, deals are distributed based on deal values.

Cdate Datetime True

The Cdate column of the DealGroups table.

Currency String False

The Currency column of the DealGroups table.

DealGroupGroupsLink String True

The DealGroupGroupsLink column of the DealGroups table.

DealGroupUsersLink String True

The DealGroupUsersLink column of the DealGroups table.

StagesLink String True

The StagesLink column of the DealGroups table.

Stages String True

The Stages column of the DealGroups table.

Title String False

Pipeline's title.

Udate Datetime True

The Udate column of the DealGroups table.

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Build 24.0.9060