Export deals from ActiveCampaign

Available on the following plans:

  • Plus
  • Professional
  • Enterprise

You can use the "Export" button to export deals by pipeline into a CSV file. Doing so lets you extract and manipulate deal data outside of your ActiveCampaign account. 

Note that you'll need permission to export deals.

Export deals by pipeline

You can export deals into a CSV file by pipeline. It's not possible to export all deals from your account at once. Each export will have a link where you can download the results. This is located on the Import/Export Status page in your account. These links will expire after 30 days.

1. Click "Deals" in the left menu.

2. Click the pipeline dropdown then click the pipeline you want to export deals from.

Click pipeline dropdown

Filter your deals then export the results

Use the dropdown fields at the top of your pipeline to filter deals by deal details, custom deal fields, deal owner, deal status, and contact tags then export those results.

3. Click the gear icon located next to the pipeline dropdown then click "Export."

Click the export option

The export will download into a CSV file right away. You can navigate away from the page or close the window. Once the export is complete, you can download the results. The results are located on the Import/Export Status page in your ActiveCampaign account.

Download a deal export from the Import/Export Status page

Once you run an export, you can access the download link on the Import/Export status page in your ActiveCampaign account. These links expire 30 days after you run the export.

1. Click "Settings" (gear icon) in the left menu.

2. The left menu will expand. Click "Import/Export" status.

3. The Import/Export status page will load. Click the "Export" tab.

4. Click the "Download" link for the deal export you wish to download.

The CSV file will contain all custom deal fields and the following standard deal fields:

  • Deal ID
  • Title
  • Description
  • Value
  • Currency
  • Status
  • Owner Name
  • Owner Email
  • Owner Username
  • Owner ID
  • Pipeline
  • Pipeline ID
  • Stage
  • Stage ID
  • Primary contact first name
  • Primary contact last name
  • Primary contact name
  • Primary contact email
  • Primary contact ID
  • Secondary contact: email, name ID
  • Account name
  • Account ID
  • Deal created date/time 
  • Deal last updated date/time
  • Next action date (next upcoming deal task)
  • Forecasted close date

View deal export history

The Import/Export Status page will list all imports and exports for your deals. Note that you need permission to export deals to view deal export information on this page.

1. Click "Settings" (gear icon) in the left menu.

2. The left menu will expand. Click "Import/Export" status.

3. The Import/Export status page will load. Click the "Export" tab.

The Export Status page will display the following information for each deal export:

  • Export day, date, and time
  • Account user who initiated the export
  • Type of export (Deal or Account)
  • Number of records in the export
  • Expiration date of the export (export download links expire after 30 days)
  • Export status
  • Export download link

Advanced: How to export deals using the API

You can export Deals by using the “List all deals” API call. This API call will fetch Deal information and send it to an interface that you create and maintain. The API endpoints will return a collection of items. The collection of items are paginated and will display 20 per page by default, however, you can manually set it to 100 per page (the maximum). If you have more than 100 deals that you wish to export via API, you will need to make multiple API requests. You can read more about Pagination here.

This is an advanced feature and requires knowledge of working with APIs.

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