ActiveCampaign PBIX Instructions

If you purchased the subscription for the paid ActiveCampaign app (here), you are entitled to use the Power BI Report File (PBIX) source code and customize it as long as you are subscribed.

Once you receive the PBIX you can connect it to your ActiveCampaign account by opening it with the latest Power BI Desktop.

In Home tab, click Transform data drop-down and select Edit parameters.

In Edit Parameters, enter all the parameters:

Contact Modified Since — Enter a date in the format YYYY-MM-DD. This parameter will limit the refresh to include only data from recently active contacts. If you have a very large number of contacts and tags and get timeout errors when you refresh the dataset, it is recommended to enter a later date here and try again.

If you enter a date that is too recent, the refresh may fail since you have no recent data.

Account Name — This is your ActiveCampaign account name. You can find it by going to your ActiveCampaign login page here (https://www.activecampaign.com/login). You would need to use the same account name that you use on this login page. Don’t provide a full URL that starts with https://, we only need the single-word account name.

Api Token — The Api Token can be found in your ActiveCampaign portal. Login to your ActiveCampaign account. Select Settings, Developer, and copy the Key in the API Access section.

Campaign Sent Since — Enter a date in the format YYYY-MM-DD. This parameter will limit the refresh to include only data from recently sent campaigns. It is recommended to enter a later date if you have refresh timeouts, but you can first try only the Contact Modified Since parameter, which can limit the slowest tables in the dataset.

If you enter a date that is too recent, the refresh may fail since you have no recent data.

Include Deals — Enter TRUE or FALSE. When TRUE, Deals tables will be imported to the report. If you don’t use Deals in your account set this parameter to FALSE.

Is Demo — Enter TRUE or FALSE. When TRUE, all personal data will be masked.

Subscription Email — The free version of the app has refresh limits. Enter none, if you wish to run on the free version. With the free version, you can only refresh up to 3 months of recently sent campaigns, and 1 month of recently active contacts. To lift the refresh limitations, you can subscribe to the Premium version here, and enter your email address that was used during the subscription in the Subscription Email parameter.

After you enter all parameters, click OK.

Click Apply changes, and wait until the refresh completes.

The Power BI report file includes an advanced implementation of the report. You should handle any changes with care. We assume you are an advanced Power BI developer and don’t provide any support if you make changes to the report file.

What are the advantages of using the PBIX instead of the app version that is explained here?

The $100/month paid subscription supports the following:

  1. If you work with high number of contacts and campaigns, the web version of the app may timeout during refresh. With the PBIX you can refresh more data using your Power BI Desktop, and not suffer from the refresh limits of the Power BI service.
  2. You get the PBIX file with access to review the source code that includes the Power Query queries that connect to ActiveCampaign. If you have strong Power BI developers in the team, you can customize everything to meet your needs and reuse the logic of the PBIX to build any missing functionality. Note: If you cancel the subscription, you would not have license to use any derivative of this report.
  3. With the PBIX, and by having an advanced Power Query developer in your team, you can implement incremental refresh as well and be able to load more data into the report.

You can still use the app as-is, without making any changes using the web version of the app.

Note that we will support any questions about customization of the PBIX file and only support breaking changes and bugs of the out-of-box features in the PBIX. You are not allowed to use the source code for more than one account or transfer it within different accounts.

For further questions, contact us here.