Importing and Syncing a CRM List

  • Updated
One of the most common ways to create new Act-On Contacts segments (and its predecessor Marketing Lists) is to import data from a CRM. Before doing this, make sure your Act-On account is integrated with your CRM.
This article describes generic steps. See specific guides for Salesforce, MS Dynamics, NetSuite, SugarCRM, and Infor.

Import CRM Data to Act-On Contacts

See Map and Sync CRM Fields for Act-On Contacts.

Import CRM Data to Marketing Lists

Import CRM List

Once the CRM connector is set up for your Act-On account, you can import your CRM lists.

  1. Go to Contacts > Marketing Lists.
  2. At the top right, click Import.
  3. On the Import New List page, select the list you want to import.
    • Optionally, you can edit the suggested name for the new Act-On list to be created.
  4. Click Next.
  5. If selecting your All CRM Leads/Contacts list(s), you will be asked to choose which lead/contact fields you want to import.
  6. Click Finish.

Sync the List

Upon importing from your CRM, you can synchronize the list between your CRM and Act-On:

  1. To the right of the CRM list, click the green down arrow.
  2. Click Import/Export and select your CRM Sync Setup.
  3. Enable/disable the Push/Pull and Add/Update features.
  4. Click Select Push-Update/Pull-Update Fields to identify the CRM fields that Act-On can update.
  5. Click Add List Columns if there are other CRM fields you wish to import.
  6. Click Schedule to specify the frequency of the synchronization.
  7. Click Save.


  • You can import the same CRM list multiple times, creating as many different Act-On lists as you need; but all of them are associated with the same source CRM list.
    • Data from any of those associated Act-On lists will be pushed to the "original" CRM list.
    • The association between the Act-On list and the CRM list from which it was first imported lasts until the Act-On list is deleted.
  • Act-On doesn't make a distinction between contacts and leads imported from your CRM (except to remember which CRM lists they came from, so they can be pushed back, later).
  • In Salesforce, each lead has a value in the Company field. When a Salesforce lead is imported, Act-On uses that value to populate the Company field in your Act-On list.
  • In Salesforce, each contact may or may not be associated with an account. When a Salesforce contact is imported, Act-On uses the value of its Account field to populate the Company field in your Act-On list.
    • This helps you avoid personalization errors if you use the Company field in your messages.
    • If you change the value of the Company field in your Act-On list, pushing the data back to your Salesforce account doesn't affect the Account field in the Contacts list there.
  • A list created from the saved results of a Salesforce report cannot be pushed back to Salesforce. You can re-import the results (typically because they've changed in Salesforce); when you do, you'll have two options for handling new and existing records.

Was this article helpful?

Have more questions? Submit a request