Export deals from ActiveCampaign

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You can export your deals to a CSV file with the Export button. Doing so lets you extract and manipulate deal data outside your ActiveCampaign account.

Note that you'll need permission to export deals.

Export all your deals

You can export all deals you have access to in your account, regardless of pipeline or deal status. 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 on the left menu.
  2. Click the hamburger icon on the right side of the screen.
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  3. Use the filters at the top to widen or narrow the range of deals to export. To export deals across all pipelines and statuses:
    • Click the "Status" dropdown and click the All option
    • Click the "Pipeline" dropdown and click the All Pipelines option
  4. Click the gear icon on the top left of the page.
  5. Click the "Export" button.

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.

Export deals by pipeline

You can export deals by pipeline into a CSV. 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 on the left menu.
  2. Click the pipeline dropdown, then click the pipeline from which you want to export deals.
    • Optional: 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
  3. Click the gear icon located next to the pipeline dropdown then click "Export."

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 Deals > Import/Export Status on the left menu. 
  2. The Import/Export status page will load. Click the "Export" tab.
  3. Click the download link for the deal export you wish to download.
  4. 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 Deals > Import/Export Status on the left menu. 
  2. The Import/Export status page will load. Click the "Export" tab.
  3. 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
    • The 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 is 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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