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Data Operations
ActiveCampaign
ActiveCampaign is marketing automation software that sends contextual messages and emails to create meaningful connections with your customers. Marketing automation works best when you have data points about your customers. This helps you segment customers and target them more effectively. The more data and parameters you have about your customers in ActiveCampaign, the better intelligence you can provide for automation.
Chargebee's integration with ActiveCampaign syncs your customer and subscription information to ActiveCampaign. This way, you can create specialized marketing automation workflows and engage with customers in a more personalized way.
Request access to enable this feature for your site.
Sync overview
This is a one-way sync, so data flows only from Chargebee to ActiveCampaign.
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Sync happens automatically every 6 hours. To manually sync data, turn off auto-sync.
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Chargebee automatically creates additional fields required to sync data to ActiveCampaign if they don't already exist in your ActiveCampaign account.
Prerequisites
- ActiveCampaign is available only on select plans. To learn more, visit our Plans and Pricing page.
- You need an ActiveCampaign account and Chargebee account.
- You need to create lists in ActiveCampaign.
Integration
Connect ActiveCampaign
- Go to Settings > Third-party Integrations in your Chargebee interface and select ActiveCampaign from the list.
- In your ActiveCampaign site, go to Settings > Developer and copy the API Key and Base URL. Paste them in the corresponding text fields in your Chargebee interface. Select Connect.
Configure sync preferences
- Select the list in ActiveCampaign where you want to save contacts.
- Set what happens when you delete a customer in Chargebee.
- To sync customers who purchased a gift subscription for someone else, turn on the setting.
- Chargebee automatically maps 18 fields from your Chargebee interface to ActiveCampaign. To map more fields, turn on the Map more fields setting and select the fields you want to map.
- When you finish configuring settings, select Proceed.
Run initial sync
The initial run syncs the 10 latest customers from your Chargebee site and shows any errors from the sync.
- Select Run Initial Sync.
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The system shows any errors. You can select Retry Initial Sync after you address the errors, or continue by selecting Sync all records. However, if you sync all records without addressing the errors, the integration will carry those unaddressed errors forward.
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Syncing all records completes the integration and takes you to ActiveCampaign's integration page in Chargebee.
Email addresses are unique in ActiveCampaign, so the same email address can't exist for more than one account in ActiveCampaign.
You can find all errors listed under the Sync errors tab. You can perform functions like disabling auto-sync and managing sync rules from the ActiveCampaign integration overview page.
Unlink integration
You can disconnect the integration by using the Unlink Integration option. This stops any further sync from Chargebee.
Field mapping
The following table lists the fields mapped between Chargebee and ActiveCampaign.
| Field name | Field in Chargebee | Field in ActiveCampaign |
|---|---|---|
| Customer Email ID | ||
| Customer First Name | first_name | first_name |
| Customer Last Name | last_name | last_name |
| Customer Status | deleted | Cb_chargebeeCustomerStatus |
| Customer Company Name | company | Cb_orgName |
| Subscription ID | id | Cb_subscriptionID |
| Plan ID | plan_id | Cb_subscriptionPlanName |
| Subscription Status | status | Cb_subscriptionStatus |
| Trial Start Date | trial_start | Cb_subscriptionTrialStartDate |
| Trial End Date | trial_end | Cb_subscriptionTrialEndDate |
| Next Billing at Date | next_billing_at | Cb_subscriptionNextBillingDate |
| Subscription Created at Date | created_at | Cb_subscriptionCreatedOn |
| Subscription Started at Date | start_at | Cb_subscriptionStartsOn |
| Subscription Cancelled at Date | cancelled_at | Cb_subscriptionCancelledOn |
| Currency Code | currency_code | Cb_currency |
| Cancellation Reason | cancel_reason | Cb_subscriptionCancellationReason |
| Subscription MRR | mrr | Cb_subscriptionMRR |
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