Infusionsoft to Airtable Sync

Automatically Export & Sync Infusionsoft Data to Airtable Sync

Infusionsoft
a black arrow pointing to the right
Airtable Sync
Full data sets
No instructions needed
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
Flat pricing starting at $19 /month

Data sets

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

Built for Synchronization

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.
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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.

This integration requires an Airtable Business or Enterprise Scale subscription.

More info: https://support.airtable.com/docs/airtable-sync-integration-sync-api

Airtable is a low-code platform for building collaborative apps.

File Formats

CSV File

Integration Flow

Setup

Step 1

Select Infusionsoft from the Data Source dropdown and Airtable Sync from the Data Destination dropdown.

Step 2

Authorize Infusionsoft with your credentials using the OAuth flow.

Step 3

Authorize Airtable Sync with your credentials using the Basic Authentication flow.

Step 4

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

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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