Setup Guide - Infusionsoft

Follow this setup guide to connect Infusionsoft to DataChannel.

Prerequisites

To connect Infusionsoft to DataChannel, you need:

  • An active Infusionsoft account with permissions to access data from accounts you’d like to sync

  • To decide which breakdowns and fields you’d like to sync

Setup instructions

  1. Select a data destination for your Infusionsoft Data. If you have not yet added a data warehouse, go to data warehouse tab and add a warehouse.

    Data Warehouse once selected cannot be changed.

  2. Authorise DataChannel to connect to your Infusionsoft account using OAuth using the process described here.

  3. Click on + Data Pipeline to start adding data pipelines to your account.

    infusionsoft data source detail

  4. Details of individual objects and reports are available 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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