Operelio
ActiveCampaignSalesforce

How to import ActiveCampaign into Salesforce Leads

12 of the 14 columns in an ActiveCampaign export, mapped into 12 Salesforce Leads fields under Salesforce's own names.

Download the Excel templateUse this template free

Free · 19 KB · Excel 365 or Google Sheets

Check your ActiveCampaign export first

Built on ActiveCampaign’s export columnsChecked against Salesforce’s import rulesUpdated October 15, 2026

One ActiveCampaign row, through the templatecopied as it ischanged on the way1explained below
  • First Name to First NameWei
  • Last Name to Last NameChen
  • Email to Emaillowercasedwei.chen@halston.example.com
  • Phone to Phone+1 503-555-0159
  • Organization to CompanyHalston Freight
  • Job Title to TitleOffice Manager
  • Mailing Address 1 to Street12 SW Watson Avenue
  • Mailing City to CityBeaverton
  • Mailing State to State/ProvinceOR
  • Mailing Zip to Zip/Postal Code97005
  • Mailing Country to CountryUnited States
  • Tags to Description1joined, with labelsTags: trial, webinar-attendee
Not imported: Status and Date Unsubscribed. The template leaves these out; map any to a custom field in Operelio.

Where ActiveCampaign and Salesforce don’t line up

1

One column kept in Description

This template gives Tags no Salesforce field of its own.

The template writes them into Description, each with its label, and leaves empty ones out.

ExportTags trial, webinar-attendee
SalesforceTags: trial, webinar-attendee

Check your ActiveCampaign export before you import it

Looks for the 12 columns this template reads, and what Salesforce would skip.

Drop your ActiveCampaign CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

ActiveCampaign to Salesforce in three steps

Step 1Export from ActiveCampaign
  1. Click Contacts in the left menu.
  2. Click the three dots at the top right of the Contacts page and choose Export.
  3. Name the export and pick the fields you want.
  4. Click Export, then download the file from the Exports page within 7 days.

Contact notes can't be exported, and each contact's tags come in a single column.

ActiveCampaign: Export all contacts
Step 2Paste into the template
  1. Paste the export at A1 of Paste your export here.
  2. Start here checks all 12 columns were found.
  3. Save Salesforce Leads import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 12 headers as a CSV

Step 3Import into Salesforce
  1. From Setup, type Data Import Wizard in Quick Find, select it and click Launch Wizard.
  2. Under Standard Objects, choose Leads.
  3. Choose whether to add new records, update existing ones or both, and how to match them.
  4. Drag in your CSV, check the encoding and click Next.
  5. Check the mapping, map any field left over, click Next, then Start Import.
Salesforce's Data Import Wizard, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification, a check against your Salesforce records and dropdowns, and the push, from Starter.

Use this template in Operelio

Questions

Where does ActiveCampaign's export fill Last Name and Company, which Salesforce requires?

Last Name comes from ActiveCampaign's Last Name column; Company comes from ActiveCampaign's Organization column. The checker above counts the rows with Last Name or Company blank.

Where does Tags go?

Into Description on each lead, labeled like "Tags: trial, webinar-attendee".

How do I avoid importing unsubscribed contacts?

Filter out rows where Status is Unsubscribed or Bounced, or where Date Unsubscribed has a value, before uploading. To keep them out of files you run later, add their addresses to your Do Not Contact list in Operelio, on Starter and up: the CRM Formatter screens every file against it.

Do Not Contact lists

Duplicates and undoing an import: Salesforce import questions.

Try this template free

Upload your ActiveCampaign export and download a file Salesforce can import. No credit card needed. The push into Salesforce is from Starter.

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