Connect CSV Online File to ActiveCampaign with LeadsBridge

In this article, you'll learn how to set up the bridge and connect CSV Online File to My CRM Example using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

Head over to the left sidebar and click on the Create new Bridge green button
You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

Choose CSV Online File as the source for your bridge
Choose ActiveCampaign as the destination for your bridge
Click on the Continue button
At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

Step 2: Configure your CSV Online File with ActiveCampaign

Step 2.A: Setup your CSV Online File integration

Click on Connect CSV Online File
Click on Create new integration to connect your CSV Online File (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the CSV Online File integration
Fill Fields Separator Char, URLs field to connect CSV Online File with LeadsBridge
Click on the Authorize button
You can choose a name for this CSV Online File and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your CSV Online File is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for CSV Online File

How to get Fields Separator Char, URLs

Insert the File URL in the URLs filed.

Step 2.C: Setup your ActiveCampaign integration

Click on Connect ActiveCampaign
Click on Create new integration to connect your ActiveCampaign (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the ActiveCampaign integration
Fill API URL, API Key field to connect ActiveCampaign with LeadsBridge
Click on the Authorize button
You can choose a name for this ActiveCampaign and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your ActiveCampaign is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for ActiveCampaign

Other Info

1. Log into your ActiveCampaign account
2. Click on Settings at the bottom left of the menu
3. Settings menu will open on the right, click on Developer
4. Copy the API Access URL and Key, then paste it inside your LeadsBridge integration page

You can find further information in the following link: ( Learn more)

Step 2.E: Email Receipt (Optional)

You may choose to receive an email receipt for each incoming lead.

Type the address(es) where you'd like to receive the receipt
You may also modify the Subject line of the email

Step 3: Fields Mapping

Here you'll be able to map your CSV Online File information with your ActiveCampaign fields.

You will have ActiveCampaign fields on the left. Match the information you wish to pass align from CSV Online File
Based on ActiveCampaign functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

Step 3.A: Leads Filter (Optional)

If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions

Click on the link Add Filter for Incoming Leads on the top left
A popup wil be opened where you can configure the filter
You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration

Step 3.B Test Connection (Optional)

Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.

Step 4: Save and Publish

Click on the Save and publish button

Congratulations! Now your bridge is up and running

Do you need help?

Here some additional resources:

CSV Online File documentation page and common questions
ActiveCampaign documentation page and common questions
LeadsBridge KNOWLEDGE BASE
Contact support from your account clicking on the top right Support button

How to connect CSV Online File with ActiveCampaign