You can use the "Export" button to export accounts into a CSV file. Doing so lets you extract and manipulate account data outside of your ActiveCampaign account.
Take Note
- You need to set up permissions to export accounts
-
Account notes cannot be exported
Export accounts
You can export accounts into a CSV file. 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.
- Click Contacts in the left menu.
- Click the Accounts option.
-
Click the "Export" option at the top right.
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 an account 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.
- Click Deals in the left menu.
- Click Import/Export Status.
- The Import/Export status page will load. Click the "Export" tab.
- Click the "Download" link for the account export you wish to download.
The CSV file will contain all custom account fields and the following standard account fields:
- Account ID
- Account Name
- Website
- Created date and time
- Updated date and time
- Description
- Address 1
- Address 2
- City
- State or Province
- Postal Code
- Country
- Number of employees
- Annual Revenue
- Industry or Vertical
View account export history
The Import/Export Status page will list all imports and exports for your accounts. Note that you need permission to export accounts to view account export information on this page.
- Click Deals in the left menu.
- Click Import/Export Status.
- The Import/Export status page will load. Click the "Export" tab.
The Export Status page will display the following information for each account 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