The Scenario
The ABM strategist got a request at the end of last week: segment all company accounts in ActiveCampaign by industry and employee count before the next campaign planning session. The accounts exist — 300 of them, with custom fields for Industry, Employee Count, and Last Activity Date — but they're spread across ActiveCampaign with no easy way to view, sort, or slice them outside the platform.
The planning session is Tuesday. This is Friday afternoon.
The bad version:
- Go to the Accounts section in ActiveCampaign and export all accounts to CSV
- Open the CSV in a new sheet, discover that custom field values are exported as column headers with cryptic names like cf_1038 instead of readable field names
- Look up which cf_ ID maps to which field name in the ActiveCampaign developer settings — there's no reference in the exported file
- Manually rename the columns, run a filter to check completeness, find that 40 accounts have no Industry value at all
Forty blank cells to investigate. A mapping process that eats an hour. A CSV that's already stale because someone updated three accounts while you were doing all this.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It connects to ActiveCampaign and pulls the account records directly into your sheet — fields named the way you specify them, custom field values resolved automatically.
Pull all accounts from ActiveCampaign into this sheet and include custom fields for Industry, Employee Count, and Last Activity Date
What You Get
- One row per ActiveCampaign company account
- Standard fields — account name, URL, owner — plus the three custom fields named exactly as you specified
- Accounts with blank custom fields included (not filtered out) — the row is written with blank cells so you can see the gap
- Data pulled live from ActiveCampaign, not a stale export
What If the Data Is Not Quite Ready
You only want accounts with a non-blank Industry field
Pull all ActiveCampaign accounts where the Industry custom field is not blank — write to this sheet with account name, URL, Industry, Employee Count, and Last Activity Date
You want accounts segmented across two tabs based on employee count
Pull all ActiveCampaign accounts into this sheet — accounts with Employee Count over 200 go on the Enterprise tab, all others go on the SMB tab; include account name, URL, Industry, and Last Activity Date on both tabs
The Last Activity Date needs to be within the past 90 days
Pull all ActiveCampaign company accounts where Last Activity Date is within the last 90 days and write them to this sheet with account name, owner, Industry, Employee Count, and Last Activity Date
You want the full export plus a pivot by industry showing account count and average employee count
Export all ActiveCampaign accounts to this sheet with all custom fields, then add a summary section below listing each unique Industry value, the number of accounts in that industry, and the average Employee Count
Combining the raw export and the summary in one prompt saves a separate pivot step.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet or an existing account tracker, then ask it to pull your ActiveCampaign accounts into place before Tuesday's planning session. For pushing updates back to those accounts, see the bulk-update-account-custom-fields spoke, or return to the hub for all four integration methods.