ActiveCampaign

Connecting your ActiveCampaign account to Catchr allows you to centralize your email data and automate your reporting workflows. Here are three simple steps to do it.

Required permissions:

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 for your report, select all permissions for the object. Follow this link to learn how to set user permissions.

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

Step 1 – Log in to Catchr and access the source creation menu

1. Go to app.catchr.io and log in using your Google account.

2. In the left-hand menu, click on Sources.

3. Click + Add source at the top right of the page.

4. From the list of platforms, select ActiveCampaign (available in the Email section)

5. Name your Source on Catchr and click Connect your account (the name is visible in the Source list on Catchr). We advise naming it with ActiveCampaign - [Catchr username].

Step 2 - Connect your ActiveCampaign account.

1. Find your ActiveCampaign URL and API Key (Each user in ActiveCampaign has their own API URL and API key):

   1. Log in to ActiveCampaign.

   2. Navigate to Settings → Developer.

   3. Copy the URL and key from the API Access section.

2. Paste them on Catchr:

Step 3 – Check your account and choose your destination

Your account will now appear in the Accounts list under the source you've just created.

• An inactive account will still appear in the destination setup screens. You can activate it manually, but it will also be automatically activated as soon as it's used in a query. If your Catchr Source contains many accounts, you don't need to activate them manually; Catchr will automatically activate them when they are used.

You can now send data from your available accounts to one of Catchr's supported destinations, such as databases or visualization tools like Looker Studio, Google Sheets, Excel, Power BI, or Tableau.

Need help setting up a destination? Check out our dedicated tutorials:

• Use Catchr with Google Sheets

• Use Catchr with Excel

• Use Catchr with Looker Studio

• Use Catchr with Power BI

• Use Catchr with Tableau

• Send data to a database