Note: you will need to have appropriate admin permissions in Infusionsoft to complete this step.
SaaSync will pull the data from Infusionsoft via API. To authenticate SaaSync to Infusionsoft, upon setting up the data source you will be required to provide OAuth access to Infusionsoft.
Here are the steps to complete the authentication process.
1. From a browser tab, login to your Keap Infusionsoft account.
2. Complete the steps list here in getting started with Keap's Infusionsoft Sync and select Connect to Infusionsoft.
3. Select the appropriate application and click Allow to the data sharing agreement.
Depending upon the amount of data in Infusionsoft, the initial sync will take anywhere from a few minutes to possibly many hours as the rate limits of Infusionsoft are rather restrictive. SaaSync will email you upon completion of the sync.
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