Active Campaign CRM
This article outlines the integration with the Active Campaign CRM connector, enabling streamlined metadata management through features such as crawling, querying, and data preview. It also ensures secure authentication via Credential Manager.
Overview
Connector Details
Connector Category
API Connector
OvalEdge Releases Supported
Release8.1
Connectivity
[How the connection is established with Active Campaign CRM]
REST APIs
Connector Features
Crawling
✅
Delta Crawling
❌
Profiling
❌
Query Sheet
✅
Data Preview
✅
Auto Lineage
❌
Manual Lineage
❌
Secure Authentication via Credential Manager
✅
Data Quality
❌
DAM (Data Access Management)
❌
Bridge
✅
Metadata Mapping
The following objects are crawled from Active Campaign CRM and mapped to the corresponding UI assets.
Account Container
API Base URL
Container identifier
Container
Container
Contacts
Contact ID
Entity identifier
Table / Entity
Entity
Lists
List ID
Entity identifier
Table / Entity
Entity
Tags
Tag ID
Entity identifier
Table / Entity
Entity
Accounts
Account ID
Entity identifier
Table / Entity
Entity
Deals
Deal ID
Entity identifier
Table / Entity
Entity
Campaigns
Campaign ID
Report identifier
Report
Report
Fields
Field Schema
Column details
Column
Column
Set up a Connection
Prerequisites
The following are the prerequisites to establish a connection:
Network Access
Ensure outbound port 443 (HTTPS) is allowed for OvalEdge to connect to the Active Campaign CRM API endpoints.
The connector uses HTTPS (port 443). If a proxy is used, ensure it allows HTTPS traffic and that communication between OvalEdge and Active Campaign CRM is not blocked or modified.
Service Account User Permissions
It is recommended to use a separate service account to establish the connection to the data source, configured with the following minimum set of permissions.
👨💻 Who can provide these permissions? These permissions are typically granted by the Active Campaign CRM administrator, as users may not have the required access to assign them independently.
Validation
Contacts
/api/3/contacts?limit=1
Read
Crawling
Contacts
/api/3/contacts
Read
Crawling
Lists
/api/3/lists
Read
Crawling
Tags
/api/3/tags
Read
Crawling
Accounts
/api/3/accounts
Read
Crawling
Deals
/api/3/deals
Read
Crawling
Campaigns
/api/3/campaigns
Read
Query / Preview
Selected Objects
Relevant endpoints
Read
Connection Configuration Steps
Users are required to have the Connector Creator role in order to configure a new connection.
Log into OvalEdge, go to Administration > Connectors, click + (New Connector), search for ActiveCampaign CRM, and complete the required parameters.
Fields marked with an asterisk (*) are mandatory for establishing a connection.
Connector Type
By default, "Active Campaign CRM" is displayed as the selected connector type.
Credential Manager*
Select the desired credentials manager from the drop-down list. Relevant parameters will be displayed based on your selection.
Supported Credential Managers:
OE Credential Manager
AWS Secrets Manager
HashiCorp Vault
Azure Key Vault
Connector Name*
Enter a unique name for the ActiveCampaign CRM connection
(Example: "ActiveCampaign_CRM").
Connector description
Enter a brief description of the connector.
Base URL*
Enter ActiveCampaign API base URL
(Example: https://YOURACCOUNT.api-us1.com).
API Token*
Enter ActiveCampaign API token from the ActiveCampaign UI. Used as Api-Token header.
Page Size
Enter maximun records per API call. (Maximum recommended 100)
Default Governance Roles
Default Governance Roles*
Select the appropriate users or teams for each governance role from the drop-down list. All users and teams configured in OvalEdge Security are displayed for selection.
Admin Roles
Admin Roles*
Select one or more users from the dropdown list for Integration Admin and Security & Governance Admin. All users configured in OvalEdge Security are available for selection.
No of Archive Objects
No Of Archive Objects*
This shows the number of recent metadata changes to a dataset at the source. By default, it is off. To enable it, toggle the Archive button and specify the number of objects to archive.
Example: Setting it to 4 retrieves the last four changes, displayed in the 'Version' column of the 'Metadata Changes' module.
Bridge
Select Bridge*
If applicable, select the bridge from the drop-down list.
The drop-down list displays all active bridges configured in OvalEdge. These bridges enable communication between data sources and OvalEdge without altering firewall rules.
After entering all connection details, the following actions can be performed:
Click Validate to verify the connection.
Click Save to store the connection for future use.
Click Save & Configure to apply additional settings before saving.
The saved connection will appear on the Connectors home page.
Manage Connector Operations
Crawl/Profile
To perform crawl operation, users must be assigned the Integration Admin role.
The Crawl/Profile button allows users to select one or more schemas for crawling.
Navigate to the Connectors page and click Crawl/Profile.
Select the schemas to crawl.
The Crawl option is selected by default.
Click Run to collect metadata from the connected source and load it into the OvalEdge Data Catalog.
After a successful crawl, the information appears in the Data Catalog > APIs/API Attributes tab.
The Schedule checkbox allows automated crawling at defined intervals, from a minute to a year.
Click the Schedule checkbox to enable the Select Period drop-down.
Select a time period for the operation from the drop-down menu.
Click Schedule to initiate metadata collection from the connected source.
The system will automatically execute the crawl operation at the scheduled time.
Other Operations
The Connectors page in OvalEdge provides a centralized view of all configured connectors, including their health status.
Managing connectors includes:
Connectors Health: Displays the current status of each connector using a green icon for active connections and a red icon for inactive connections, helping to monitor the connectivity with data sources.
Viewing: Click the Eye icon next to the connector name to view connector details, including databases, tables, columns, and codes.
Nine Dots Menu Options:
To view, edit, validate, configure, or delete connectors, click on the Nine Dots menu.
Edit Connector: Update and revalidate the data source.
Validate Connector: Check the connection's integrity.
Settings: Modify connector settings.
Crawler: Configure data extraction.
Query Policies: Define query execution rules based on roles.
Access Instructions: Add notes on how data can be accessed.
Business Glossary Settings: Manage term associations at the connector level.
Delete Connector: Remove a connector with confirmation.
Connectivity Troubleshooting
If incorrect parameters are entered, error messages may appear. Ensure all inputs are accurate to resolve these issues. If issues persist, contact the assigned support team.
1
Invalid request.
Error Description:
Request payload is incomplete.
Resolution:
Select a valid container/object.
Retry the action.
2
Missing entity type or id.
Error Description:
Entity type or ID is missing.
Resolution:
Select a supported entity (Contacts, Lists, Tags, Accounts, Deals).
Or select Campaigns report.
Retry the operation.
3
Unsupported entity id
Error Description:
Entity is not supported.
Resolution:
Use supported entities only.
Verify object type.
Retry query/preview.
4
Unsupported report id
Error Description:
Report ID is not supported.
Resolution:
Use Campaigns report only.
Verify report selection.
Retry.
5
Unsupported entity type
Error Description:
Unsupported object category used.
Resolution:
Use Entities or Reports section.
Select valid object type.
Retry operation.
6
Failed to validate ActiveCampaign connection
Error Description:
Connection validation failed.
Resolution:
Verify Base URL is correct and reachable.
Check API token validity and permissions.
Retry validation.
Copyright © 2026, OvalEdge LLC, Peachtree Corners GA USA
Last updated
Was this helpful?