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Act-On Software

Importing and Syncing a CRM List


You can create a new Marketing list in Act-On in a variety of ways. One of the most common ways is to import a CRM list into Act-On.

Prior to importing a list, make sure your Act-On account is integrated with your CRM.

Note: This article lists generic steps. See specific guides for SugarCRM, Netsuite, and Infor.

Import a CRM list

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

  1. Click Contactsand then click Marketing Lists.
  2. 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.
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