Connect contacts with accounts with a CSV import

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Every place a page here uses this source, in the order the words come in it.

1. Take note “If an account already exists in ActiveCampaign, use the same account name in your CSV file.” If your file contains any new account names, new account records will be created in ActiveCampaign during the import process

   In Account-contact mapping

2. Take note “If you don’t, a new account record will be created during the import process” If your file contains any new account names, new account records will be created in ActiveCampaign during the import process

   In Account-contact mapping

3. If your file contains any new account names, new account records will be created in ActiveCampaign during the import process “It is not possible to connect contacts with accounts during an account import. Instead, it must be done with a contact import.” Your contact import file must contain an email address column

   In Account-contact mapping

4. It is not possible to connect contacts with accounts during an account import. Instead, it must be done with a contact import. Learn how to prepare your CSV file for importing contacts “Your contact import file must contain an email address column” Connect contacts with an account  during a CSV import

   In Account-contact mapping

5. To get started: “Add an “Account” column to your CSV file.” Next,follow the steps in the “Import contacts from a CSV file” article to import the contacts you want to connect to the account(s).

   In Account-contact mapping

6. To get started: “Ensure that any accounts in your file match existing accounts in ActiveCampaign.” Next,follow the steps in the “Import contacts from a CSV file” article to import the contacts you want to connect to the account(s).

   In Account-contact mapping

7. Add an “Account” column to your CSV file. Ensure that any accounts in your file match existing accounts in ActiveCampaign. Learn how to prepare your CSV file for importing contacts. “Next,follow the steps in the “Import contacts from a CSV file” article to import the contacts you want to connect to the account(s).” On the field mapping step of the import process, map the account column in your file to “Account” on the import page.

   In Account-contact mapping

8. Take note “If an account already exists in ActiveCampaign, use the same account name in your CSV file.” If your file contains any new account names, new account records will be created in ActiveCampaign during the import process

   In CRM data standardization

9. Take note “If an account already exists in ActiveCampaign, use the same account name in your CSV file.” If your file contains any new account names, new account records will be created in ActiveCampaign during the import process

   In Duplicate record management

10. To get started: “Ensure that any accounts in your file match existing accounts in ActiveCampaign.” Next,follow the steps in the “Import contacts from a CSV file” article to import the contacts you want to connect to the account(s).

    In Duplicate record management

11. Next,follow the steps in the “Import contacts from a CSV file” article to import the contacts you want to connect to the account(s). “On the field mapping step of the import process, map the account column in your file to “Account” on the import page.” In the “Import options” section of the contact import page, check the “Update existing contacts while importing” checkbox. You must check this box to ensure any existing contacts in your account will be updated with an account record.

    In Prospect list schema