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 Duplicate record management

2. 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

3. 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 Required fields and data completeness

4. Click the “Import Now” button. “From here, you can manually add field values to any new account records created during the import process.” If your import file contains several new accounts with multiple field values, we recommend importing your accounts firstand then following the steps above to connect contacts with those accounts.

   In Required fields and data completeness

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

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