SheetCrew for ActiveCampaign: user guide

1. Open a Google Sheet and install SheetCrew for ActiveCampaign from Extensions → Add-ons → Get add-ons. During early access we install it for you.
2. Open Extensions → SheetCrew for ActiveCampaign and choose Connect. The first time, Google asks you to allow it to edit the current spreadsheet. It can only see the spreadsheet you are in.
3. Create your free SheetCrew account when asked. If you already use another SheetCrew add-on, you are signed in already.
4. Paste your API URL and API key. You find it in ActiveCampaign under Settings → Developer.

Bulk delete

1. Tick Select on each contact to remove, or use Check all / Uncheck all.
2. Choose Delete checked contacts and type DELETE to confirm.
3. The Status column shows the result for each row.

Inactive contacts

1. Choose Find inactive contacts… and enter a number of months, such as 6.
2. SheetCrew checks each loaded contact for email opens or clicks since then and writes the result in the Engagement column. Recently added contacts are left alone.
3. Choose Check inactive contacts to tick them, review, then Delete checked contacts.

Bulk edit fields

1. Load contacts, and tick some if you only want to edit those. Then choose Load fields for editing. A Contact fields sheet shows email, name, phone and every custom field.
2. Edit cells: type, paste, fill down, or find and replace. Clear a cell to empty the field. For fields with options, type the option's name; for checkbox and multi-select fields, separate options with commas. Dates are yyyy-mm-dd.
3. Choose Save field changes. Only changed cells are sent, and bad values are reported on their row. Unlike a CSV import, this never creates new contacts.

Clean up unused tags

1. Choose Load tags. A Tags sheet lists every tag with how many contacts have it.
2. Choose Check unused tags to tick the tags with no contacts, or tick any tags yourself.
3. Choose Delete selected tags and type DELETE.