How do I connect Klipfolio and Infusionsoft?

You can set up a connection between Klipfolio and your Infusionsoft data to display your marketing and sales metrics on a dashboard.

This article includes:

What options do I have for visualizing my Infusionsoft data?

Create data visualizations based on pre-built options or build your own. The choice is yours!

Pre-built by Klipfolio

In collaboration with industry experts and adhering to current best practices and trends, Klipfolio focuses on getting the most out of your data and presenting it in meaningful, actionable visualizations. Our pre-built content, including pre-built data sources and pre-built Klips can act as a complete solution or as a starting point toward custom building.

  • Infusionsoft pre-built data sources: Data sources provide the foundation for Klip building, so we suggest you create a data source as a first step (before building Klips and adding them to your dashboard). Our pre-built data sources focus on the most sought-after Infusionsoft data and are found on the Service Connectors page, available from this link or from your list of data sources. When you select a service connector from this page, the data source for that service is automatically added.

  • Infusionsoft pre-built Klips: Pre-built Klips enable you to quickly set up a dashboard using predefined visualizations that display common key metrics. Pre-built Klips are found in the Klip Gallery or, for White Label customers, in the Integration Gallery.

Custom-built by you

Taking the time to learn how to create your own data sources and Klips unlocks your data and enables you to control, manipulate, and transform it, leading you to unprecedented insights into your business.

  • Custom data sources: When you create a custom data source, you can either use the pre-built data source as a starting point from which to write your own query or you can write your own queries from the ground up and build a data source from scratch. You create custom-built data sources from the Service Connectors page, accessible from this link or from your list of data sources.

  • Custom Klips: Using our Klip Editor, you can construct and manipulate your data, including integrating multiple data sources, to produce unique, custom-built data visualizations. You create custom Klips from either your list of Klips or your Dashboard.

 

Regardless of whether you choose pre-built, custom-built, or a combination of both, before you can start building Klips and dashboards you need to connect to Infusionsoft data in Klipfolio.

How do I connect to Infusionsoft data in Klipfolio?

To connect your Infusionsoft data to Klipfolio, you will need your Infusionsoft account name and encrypted key.

To get the right data from Infusionsoft, you use your Infusionsoft account name and encrypted key in the queries provided by Klipfolio or in your own query when building data sources.

How do I find my Infusionsoft account name and encrypted key?

To find your Infusionsoft account name:

  1. Sign in to your Infusionsoft account.
  2. Click your name in the upper right and record the combination of letters and digits next to Current app. For example, xy101. This your account name.

To find your Infusionsoft encrypted key:

  1. Click your name in the upper right.
  2. Click Settings > API settings.
  3. If this is your first time accessing your encrypted key, enter an API Passphrase of your choice to generate your encrypted key.
  4. Copy your encrypted key.

How do I add an Infusionsoft pre-built data source?

To add a Infusionsoft pre-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Infusionsoft from the list.
  2. Select a pre-built data source from the left section of the Pick a Data Request page.
  3. Enter your Infusionsoft Account Name and Encrypted Key.
  4. Click Get Data or, if you want to modify the pre-built data request, click Switch to Custom settings.
    Note: If you switch back to the Basic settings page after making changes in the Custom settings page, your changes will not be saved.

If you clicked Switch to Custom settings:

  1. On the Configure Data Source page, modify the Query URL to get the data you want. You can use the existing information in the Query URL text box as a base. It was auto-filled based on the pre-built data source you selected on the Pick a Data Request page.
  2. Click Submit.

If you want to edit a data source that you already created, check out How to edit or reconfigure a data source, and get step-by-step instructions.

How do I add Infusionsoft pre-built Klips?

In the Klip Gallery or, for White Label customers, in the Integration Gallery you can browse individual Infusionsoft pre-built Klips and add them to your dashboard. You replace the sample data that is included in pre-built Klips with your own Infusionsoft data by clicking the menu in the Klip and selecting Connect your data.

How do I create an Infusionsoft custom-built data source?

To create an Infusionsoft custom-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Infusionsoft from the list.
  2. On the Pick a Data Request page, click Create a custom Infusionsoft data source.
  3. Adjust the Query URL information, as noted on the Configure Data Source page, to replace any generic placeholder query information with your own.
    For example, replace <yourAccountName> with your own Infusionsoft account name.
  4. Edit the Query URL to return the data you need. Refer to the Infusionsoft API documentation for details.
  5. At Data Format, select XML.
  6. At Method, select POST.
  7. At Body, replace <YOUR-ENCRYPTED-KEY> with your own encrypted key and modify the query as necessary to get the information you want.
    Note: You might be prompted to replace several tags, but <YOUR-ENCRYPTED-KEY> is the only tag that must be replaced (look for the entry in all caps). The remaining tags may be modified based on your needs.
  8. Click Submit.

If you want to edit a data source that you already created, check out How to edit or reconfigure a data source, and get step-by-step instructions.

How do I create an Infusionsoft data source from scratch?

You can choose to build a data source from scratch. Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn your service’s API to create queries for the data you want, your possibilities are endless. Here’s a quick overview video on APIs and Klipfolio:

  Klipfolio API's 101

If you need assistance using APIs, enlist a data analyst or developer.

Refer to the Infusionsoft API documentation to discover more data requests.

When you are happy with your query, click Submit, and then save and name your new data source. You're now ready to use it to build an Infusionsoft Klip.

See the reference table below for API related information and sample queries.

API Documentation Infusionsoft API documentation

Authentication Method

API Key Authentication
Response Format JSON

API Limits and Notes

Infusionsoft returns a maximum of 1000 records per query. To retrieve more than 1000 records requires pagination. To limit the number of records retrieved, use the DateCreated parameter.

Date Format

Example date format:

yyyyMMdd'T'HH:mm:ss

Sample Queries

Search for DateCreated between 2016-01-01 and 2016-03-31:

<param>
   <value><struct>
   <member><name>DateCreated</name>
   <value><string>~&gt;=~2016-01-01 ~&lt;=~2016-03-31</string></value>
   </member> 
   </struct></value>
   </param>

How do I create an Infusionsoft custom Klip?

You create custom Klips from either your list of Klips or your Dashboard. You choose a data visualization format, for example, a pie chart, gauge, or table, and decide whether you want to use an existing data source or create a new one. In the Klip Editor, there are limitless opportunities to modify, relate, and display your data. See the following related articles for more information and get building!

Related Links