Getting Started with Keap's Infusionsoft
Note: you will need to have appropriate admin permissions in Infusionsoft to complete this step.
Keap's Infusionsoft is a Source that SaaSync supports in syncing to a Destination. To get started syncing Infusionsoft to a Destination:
- Create a SaaSync account (support article) or login to SaaSync if you already have an account,
- From the SaaSync Connections page, add Infusionsoft as a Source (support article),
- Enter a name for the sync in the Name field,
4. Determine your ideal settings for the following options.
- Recognize churns at the end of the service period.
- Enable this setting if you want us to use the service period end as the churn date when a subscription is made inactive.
5. Select Connect to Infusionsoft. (support article - Authenticating with Keap's Infusionsoft)