Infusionsoft to Excel Online for Business

Automatically Export & Sync Infusionsoft Data to Excel Online for Business

Infusionsoft
a black arrow pointing to the right
Excel Online for Business
Conjuntos de datos completos
Sin código
Sin diagramas de flujo complicados
Sin desencadenantes
Se configura en menos de 3 minutos
No se necesitan instrucciones

Conjuntos de datos

Companies
Contacts-Alltime
Contacts-Last X days
Date Rangable
Opportunities
Filterable
OpportunityStagePipeline
Orders-Last X days
Date Rangable
Subscriptions
Products
Transactions-Last X days
Date Rangable

Información adicional

This service is designed to help anyone continuously export (i.e. "sync") data from Infusionsoft.

If you only need to export your data one time, check the website of Infusionsoft to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Infusionsoft.
Keap offers a marketing and sales platform for small businesses.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

PowerBI reads CSV or XLSX files directly from OneDrive for Business.

Formatos de archivo

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow

Setup

Step 1

Select Infusionsoft from the Data Source dropdown and Excel Online for Business from the Data Destination dropdown.

Step 2

Authorize Infusionsoft with your credentials using the flow.

Step 3

Authorize Excel Online for Business with your credentials using the flow.

Step 4

Select your Data Set from the 9 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Vídeo tutorial

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