Supermetrics for Excel
Connect ActiveCampaign to Microsoft Excel — Marketing Automation Workbooks
Pull ActiveCampaign data into Excel for email campaign analysis and automation performance tracking. Build pivot tables comparing open rates, click rates, and deal pipeline by campaign, automation, and segment. Conditional formatting monitors deliverability health.
Why Connect ActiveCampaign to Microsoft Excel?
Get your ActiveCampaign data flowing into Microsoft Excel with automatic refreshes and zero manual work.
Email + deals pipeline reporting
Pivot by campaign and deal status to see how email engagement correlates with pipeline movement. SUMIFS calculate total deal value generated by each email campaign for true marketing attribution.
Automation performance tracking
Track click-to-open rates by automation and segment. Conditional formatting highlights automations with declining engagement so you can refresh content before they stop converting.
Bounce and complaint health scoring
Pull hard bounces, soft bounces, and unsubscribe rates into a deliverability scorecard. Data bars flag campaigns approaching inbox placement risk thresholds.
How to Connect ActiveCampaign to Microsoft Excel
Three steps. Under two minutes. Zero code.
- 1
Install the Supermetrics add-in
Get Supermetrics from the Microsoft AppSource store or search for it inside Excel's Add-ins menu. You can also use Supermetrics Hub for Excel Online.
- 2
Select your data source
Open the Supermetrics panel, choose your data source, and authorize your account through a quick OAuth sign-in.
- 3
Build your query and get data
Pick your metrics, dimensions, date range, and filters. Click "Get data" — results appear directly in your Excel cells, ready for pivot tables and charts.
Report Templates for ActiveCampaign in Microsoft Excel
Pre-built spreadsheet reports you can use as starting points. Customize with your own metrics, filters, and formatting.
Email + Pipeline Attribution Report
Pivot table connecting email campaign engagement to deal pipeline value. Shows which campaigns drive the most revenue through the sales funnel.
Deliverability Health Scorecard
Monitor bounce rates, complaint rates, and unsubscribes across campaigns. Traffic-light conditional formatting flags campaigns that risk inbox placement.
What ActiveCampaign Data Can You Pull into Microsoft Excel?
Supermetrics gives Microsoft Excel access to your full ActiveCampaign reporting data — metrics and dimensions you already know from the ActiveCampaign interface.
Key Metrics
- Total opens
- Unique opens
- Open rate
- Total link clicks
- Unique link clicks
- Click rate
- Click to open rate
- Unsubscribe rate
- Hard bounces
- Soft bounces
- Number of deals
- Total deal value
Key Dimensions
- Campaign name
- Subject
- Segment name
- Automation ID
- Deal status
- Pipeline title
- Stage title
- Contact email
- Organization name
Resources & Guides
Browse all Microsoft Excel templates
Why Supermetrics for Microsoft Excel?
The trusted marketing data platform since 2009. 200,000+ companies use Supermetrics — 15% of global ad spend flows through our connectors.
Reliability & Depth
The most trusted marketing data connector for Excel — used by 200,000+ companies. Supermetrics covers more metrics and dimensions per source than any alternative, with the scheduling reliability enterprises depend on.
170+ Data Sources, One Workbook
Connect ActiveCampaign alongside 170+ other platforms in the same Excel workbook. Blend data across sources with built-in joins, currency conversion, and campaign name normalization — no manual copy-paste, no formula errors.
Flexible Query Builder
The Supermetrics sidebar lets you build custom ActiveCampaign queries without any coding. Pick metrics, dimensions, filters, and date ranges — get exactly the data you need.
Enterprise-Grade Security
SOC 2 Type II certified. GDPR and CCPA compliant. OAuth authentication with encrypted credentials. Regional data hosting available.
Scheduled Refreshes
Set up automatic data refreshes — hourly, daily, or weekly. Your ActiveCampaign reports stay current without anyone clicking a button. Add email delivery to distribute reports automatically.
Complete Data Access
Pull every contact, deal, campaign, and custom property from ActiveCampaign. No field restrictions, no record limits — your complete dataset, ready for analysis.
Frequently Asked Questions
How do I connect ActiveCampaign to Microsoft Excel?
Install the Supermetrics add-in from the Microsoft AppSource store, open it in Excel, select ActiveCampaign as your data source, authorize your account, and click "Get data." Your data lands directly in your worksheet cells — no CSV downloads or copy-pasting required. The add-in works in both Excel Desktop (Windows) and Excel Online via Supermetrics Hub.
Is my ActiveCampaign data secure in Excel?
Yes. Supermetrics uses OAuth authentication for ActiveCampaign — your credentials are never stored in the workbook file. All data transfers are encrypted in transit, and Supermetrics is SOC 2 Type II certified and GDPR compliant. Workbook-level security and SharePoint permissions give you full control over who can view the data.
Can I combine ActiveCampaign data with other data sources in the same workbook?
Absolutely. Supermetrics connects 170+ data sources to Excel. Pull ActiveCampaign data into one worksheet and Google Ads data into another, then use XLOOKUP, SUMIFS, pivot tables, or Power Query to blend and compare across sources — all inside the same workbook.
What ActiveCampaign metrics can I pull into Excel?
You can access all standard ActiveCampaign reporting metrics through Supermetrics, including Total opens, Unique opens, Open rate, Total link clicks, Unique link clicks, and more. Both metrics and dimensions are available, and the data drops into regular Excel cells so you can immediately use pivot tables, charts, and formulas on it.
Can I schedule automatic data refreshes for ActiveCampaign in Excel?
Yes. Through Supermetrics Hub, you can schedule automatic refreshes — daily, weekly, or monthly — so your ActiveCampaign data stays current without manual work. You can also set up automatic email delivery to send refreshed workbooks to stakeholders as Excel files or PDFs.
How do I connect ActiveCampaign email data to deal pipeline in Excel?
Pull email campaign metrics on one sheet and deal data (status, value, pipeline) on another. XLOOKUP joins by contact or campaign to show which emails drive pipeline movement. Pivot tables summarize deal value by campaign for marketing attribution.
Can I monitor ActiveCampaign deliverability health in Excel?
Yes. Pull hard bounces, soft bounces, and complaint rates by campaign. Conditional formatting creates a traffic-light system — green for healthy rates, yellow for approaching thresholds, red for campaigns that need sender reputation attention.
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