Use Infusionsoft as a data source

Resources

Data Source Type: REST/URL
Authentication: API Key Authentication
API Documentation: Infusionsoft documentation
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Klip Gallery: Infusionsoft

Step-by-Step

Create a data source using Infusionsoft

To create a data source using Infusionsoft, you need to accomplish these tasks:

  • Start the data source creation process.
  • Find your Infusionsoft Account Name and API Key.
  • Use Infusionsoft documentation to write a query (or copy our example query) and enter it into Klipfolio.

Note This guide assumes that you already have an active Infusionsoft account.

Step 1: Start the data source creation process

To create a data source using Infusionsoft, go to the Connector Gallery page in Klipfolio and select Infusionsoft.

Step 2: Find your Infusionsoft Account Name and API key

Location Action
  • When you log in to Infusionsoft, you should see your account name right away. It is typically in the following format: zz123

An alternate way to find your account name is:

  • In Infusionsoft, on the top navigation menu, hover over Your Profile Icon and select Manage Accounts. You can now see a list of your accounts.
  • Save your Account Name for your query.

To find your API Key, remain logged in to your Infusionsoft Account.

  • On the top navigation menu, hover over the Infusionsoft Icon.
  • Under Admin select Settings.
  • Under Application Settings, select Application.
  • Under API, copy the Encrypted Key.
  • Save your API Key for your query.


Step 3: Write the Infusionsoft query and enter it into Klipfolio

Now that you have your Infusionsoft account name and API Key, you can write a query in Klipfolio.

Here is a sample query to get you started:

For Infusionsoft LeadSource Count (Referral)

  1. On the REST/URL connector page in Klipfolio, at URL, enter the following:

https://Your-Account-Name.infusionsoft.com/api/xmlrpc/

Replace Your-Account-Name with your Infusionsoft Account Name, for example, zz123.

  1. At Data Format, select XML.
  2. At Method, select POST.
  3. At Body, enter the rest of the query in the following format:

<?xml version='1.0' encoding='UTF-8'?>
<methodCall>
<methodName>DataService.count</methodName>
<params>
<param>
<value>
<string>YOUR-API-KEY</string>
</value>
</param>
<param>
<value>
<string>LeadSource</string>
</value>
</param>
<param>
<value>
<struct>
<member>
<name>LeadSourceCategoryId</name>
<value>
<string>%</string>
</value>
</member>
</struct>
</value>
</param>
</params>
</methodCall>

Replace YOUR-API-KEY with your Infusionsoft Account Name, for example, zz123.

  1. Once you have completed your query, click Get Resource.

 

Note 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; the following example shows a 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>
 

Now that you know how to write an Infusionsoft query, use the Infusionsoft API documentation to create your own.

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