Setup Instructions for Infusionsoft (Keap)
In this article, we will look at the steps to integrate Infusionsoft with Daton.
Setup Instructions for Infusionsoft (Keap)
In this article, we will look at the steps to integrate Infusionsoft with Daton.
Find the links to other articles related to Infusionsoft below:
Pre-requisites
Before we get started, make sure you have an active Daton and Infusionsoft account.
Setting up the Integration
1. Log in to your Daton account and search for Infusionsoft in the list of Connectors, then click Configure.
2. Enter the following details and click Authenticate:
- Integration Name
- Replication Frequency
- Replication Start Date
Note that the Integration Name will be used to create the integration tables and cannot be modified later.
3. Provide the Infusionsoft user email and password to authenticate the integration.
4. After successful authentication, you will be prompted to choose from the list of available tables. Select the required tables and click Next.
5. Select the required fields for each table and click Submit. 
6. Select the destination for your integration and click Confirm.
An integration successful message will be displayed.
Important Note
- Integrations would begin in the Pending state and change to the Active state once the first job successfully loaded data into the configured warehouse.
- Users can check job status and process logs from the integration details page by clicking on the integration name in the active list.
- Users can Re-Authenticate, Edit, Clone, Pause, or Delete the integration at any moment by clicking on settings. You can also adjust the frequency and history of the integration.
- On the Sources page, click Integration to access each table in your integration. The page also shows the state of each table, the last replicated time, and the Reload access buttons.
