ActiveCampaign connection guide

Depending on your needs, your account needs access to the following objects in ActiveCampaign:

• Campaigns
• Deals
• Accounts
• Contacts

You can set these permissions for users and groups in ActiveCampaign's admin settings. To get data on your report, select all permissions for the object. Learn how to set user permissions in ActiveCampaign.

If you're an admin user, make sure that you have the necessary permissions. If not, add yourself to a permission group with the necessary permissions.

Each user in ActiveCampaign has their own API URL and API key. To get these:

1. Log into ActiveCampaign with your account.
2. Navigate to Settings → Developer.
3. Copy the URL and key from the API Access section.

Learn more about API URL and API key.

Make sure you've installed the Supermetrics add-on before you connect.

1. Open a new Google Sheets file. 
2. Navigate to Extensions → Supermetrics → Launch sidebar to open the Supermetrics sidebar. 
3. Click Create new query.
4. Under Data source, select ActiveCampaign.
5. Enter the API URL and API key.
6. Give your login a name. The name can be anything — its purpose is for you to recognize the login later in case you have multiple logins.
7. Choose to make this connection shared or private.
8. Click Start.
9. Select a query type and the accounts to use in your report.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Google Sheets.

Make sure you've connected Supermetrics to Looker Studio before following the steps below.

1. Open the Supermetrics Looker Studio data source gallery.
2. Navigate to ActiveCampaign and click Start free trial.
3. You'll see two buttons that read Authorize. If you're using Supermetrics for the first time, click the left-hand one and log in with the Google Account you use with Supermetrics.
4. Once that's done, or if you've done it before, click the right-hand Authorize button (under "ActiveCampaign requires authorization to connect to data").
5. Select a team that has access to the account you want to connect.
6. Enter the API URL and API key.
7. Give your login a name. The name can be anything — its purpose is for you to recognize the login later in case you have multiple logins.
8. Choose to make this connection shared or private.
9. Click Start.
10. Select a query type and the accounts to use in your report, and click Next.
11. In the pane's top right, click Connect.
12. Click Create report.
13. Click Add to report.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Looker Studio.

Make sure you've installed the Supermetrics add-on before you connect.

1. Open an Excel file.
2. Click Data → Show Supermetrics.
3. Under Data source, select ActiveCampaign.
4. Enter the API URL and API key.
5. Give your login a name. The name can be anything — its purpose is for you to recognize the login later in case you have multiple logins.
6. Choose to make this connection shared or private.
7. Click Start.
8. Select a query type and the accounts to use in your report.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Excel.

Follow these instructions to set up a transfer with Supermetrics for BigQuery (marketplace). See the instructions below for other data warehouse destinations.

Set up transfer for BigQuery (marketplace)

Make sure you've enrolled the data source before you connect.

1. Log in to the Google Cloud Platform.
2. Navigate to BigQuery → Data transfers.
3. Click + Create transfer.
4. Select the ActiveCampaign data source.
5. Fill in the transfer details. See detailed instructions on how to set up a transfer.
6. Under Third-party connection, click Connect source.
7. Accept the agreement.
8. Click Authorize with ActiveCampaign.
9. Enter the API URL and API key.
10. Give your login a name. The name can be anything — its purpose is for you to recognize the login later in case you have multiple logins
11. Select the accounts you'd like to include in your reporting and define the transfer settings.
12. Click Submit.
13. Click Save.

Set up data warehouse transfer on the Supermetrics Hub

Make sure you've set up a data warehouse destination before you connect.

1. Log in to the Supermetrics Hub.
2. In the left-side menu, under Export, go to Data warehousing → Transfers.
3. Click Create new.
4. Select the ActiveCampaign data source, and click OK.
5. Fill in the transfer details. See detailed instructions on how to set up a transfer.
6. In the Connections section, click Add new connection.
7. Enter the API URL and API key.
8. Give your login a name. The name can be anything — its purpose is for you to recognize the login later in case you have multiple logins.
9. Click Start.
10. In the transfer setup view, select the accounts you'd like to include in your reporting.
11. Click Create transfer.

1. Log in to the Supermetrics Hub.
2. In the left-side menu, under Transform, click Query Manager (API).
3. Select for Supermetrics API from the dropdown menu next to the page title.
4. Click Select data source.
5. Select the ActiveCampaign data source.
6. Enter the API URL and API key.
7. Give your login a name. The name can be anything — its purpose is for you to recognize the login later in case you have multiple logins.
8. Click Start.
9. Fill in the query details. See detailed instructions on how to set up a Supermetrics API query in Query Manager.
10. Click Run to test your query.

1. Log in to the Supermetrics Hub.
2. In the left-side menu, select Connect → Data sources.
3. Scroll down to the list of data sources you haven't connected to. You see this list below your existing connections, under the title Connect to new data source.
4. Hover over the ActiveCampaign data source, and click Connect.
5. Enter the API URL and API key.
6. Give your login a name. The name can be anything — its purpose is for you to recognize the login later in case you have multiple logins.
7. Click Start.