Infusionsoft to OneDrive

Automatically Export & Sync Infusionsoft Data to OneDrive

Infusionsoft
a black arrow pointing to the right
OneDrive
Conjuntos de datos completos
No se necesitan instrucciones
Sin código
Sin diagramas de flujo complicados
Sin desencadenantes
Se configura en menos de 3 minutos
Flat pricing starting at $19 /month

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") bulk 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.

Scopes

Flatly provisions and manages its own App Folder in OneDrive (personal), which contains CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your OneDrive (personal), or rename. Unlike other apps, Flatly does not request overly broad access to all folders and files in your OneDrive (personal).

As of 2024, Microsoft has not yet rolled out the App Folder architecture for OneDrive for Business. Nevertheless, Flatly only provisions and manages a folder in /apps/Flatly in anticipation of Microsoft's future roll-out with parity, even though the only offered scopes for OneDrive for Business are drive-wide.

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 OneDrive from the Data Destination dropdown.

Step 2

Authorize Infusionsoft with your credentials using the flow.

Step 3

Authorize OneDrive 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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