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:

1. Create a SaaSync account (support article) or login to SaaSync if you already have an account,
2. From the SaaSync Connections page, add Infusionsoft as a Source (support article),
3. 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)

Next Steps

Authenticating SaaSync to Keap's Infusionsoft