Unable to Import Salesforce Report Into Act-On? Sync Error: Lead/Contact ID Field Required

  • Updated

When importing a Salesforce report into Act-On (including when clicking on the Send Act-On Email to Report button), if you see an error, or see there are 0 contacts pulled in, with a warning icon:
error: 0 records
it may be for one of the following reasons:

The Report is Missing a Lead ID or Contact ID

Act-On supports standard or custom reports that include contact or lead records, regardless of the type of report. However; it is required that the report contains either Lead ID or Contact ID.

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If they are missing, see our instructions for adding them to your report: How to Add Required Fields to your Salesforce Report. If the fields are not available for the report you are importing, then the report type is not supported.

If the import failure is due to the report missing the Lead or Contact ID, you will see the following errors.

On Import:

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On Act-On Marketing List sync results:

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The Report Format is Invalid

Only Summary and Tabular report formats are supported. For example, unsupported report formats include “Matrix” and “Multi-Block”.
(Any Salesforce report type can be used, including custom report definitions, so long as Lead ID or Contact ID is available in the report.)

Your Salesforce User Has an Unsupported License Type

Your Salesforce User must have a “Salesforce” type user license (not Salesforce Platform or others). If this error is appearing and your user has an unsupported license type, contact your Salesforce Administrator for assistance.

Your Salesforce User Needs Oauth Permissions

Ask your Salesforce Administrator to review your user profile permissions. You must have Oauth permissions added to your user's profile in Salesforce to use this feature. See our instructions here: Pre-approve Oauth for Salesforce Administrator and Act-On Users. This was a new permission requirement as of the Lightning support package (version 1.85) release.

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