Pipeline Details

Infusionsoft Connector’s pipelines are designed to help you retrieve all the relevant sales and customer data needed to analyse and build a comprehensive strategy.

You can read more about this at the Infusionsoft’s marketing API documentation page

Configuring the Credentials

Select the account credentials which has access to relevant Infusionsoft data from the dropdown menu & Click Next

Credentials not listed in dropdown ?

Click on + Add New for adding new credentials

Data Pipelines Details

Data Pipeline

Select PIPELINE NAME from the dropdown which you wish to configure. You can find the complete list of pipelines here.

Fields, Metric & Dimensions

Select and add the fields, metric & dimensions which you would like to fetch from the Infusionsoft platform. You can click on View Schema anytime to see the schema of the table being created.

Each of the selected fields, metric or dimensions will create one or more columns in the database table in the destination warehouse. For a complete list of all the available fields, metric & dimensions along with their explanation refer this link.

Setting Parameters

Parameter Description Values Pipeline

Refresh Mode


This refers to the manner in which data will be fetched from the API. Incremental: Fetch data incrementally based on a LastUpdated value from the warehouse table. Full: Fetches data from the beginning.

{Incremental, Full}

All Pipelines

Fetch Custom Columns


Set to Yes to include custom columns in the report.

{Yes, No}

ActionSequence Affiliate Company Contact ContactAction Job Lead LeadSourceCategory Product ProductCategory ProductCategoryAssign SavedFilter

Datapipeline Scheduling

Scheduling specifies the frequency with which data will get updated in the data warehouse. You can choose between Manual Run, Normal Scheduling or Advance Scheduling.

Manual Run

If scheduling is not required, you can use the toggle to run the pipeline manually.

Normal Scheduling

Use the dropdown to select an interval-based hourly, monthly, weekly, or daily frequency.

Advance Scheduling

Set schedules fine-grained at the level of Months, Days, Hours, and Minutes.

Detailed explanation on scheduling of pipelines can be found here

Dataset & Name

Dataset Name

Key in the Dataset Name(also serves as the table name in your data warehouse).Keep in mind, that the name should be unique across the account and the data source. Special characters (except underscore _) and blank spaces are not allowed. It is best to follow a consistent naming scheme for future search to locate the tables.

Dataset Description

Enter a short description (optional) describing the dataset being fetched by this particular pipeline.


Choose the events for which you’d like to be notified: whether "ERROR ONLY" or "ERROR AND SUCCESS".

Once you have finished click on Finish to save it. Read more about naming and saving your pipelines including the option to save them as templates here

Still have Questions?

We’ll be happy to help you with any questions you might have! Send us an email at info@datachannel.co.

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