Infusionsoft to Excel Online for Business

Automatically Export & Sync Infusionsoft Data to Excel Online for Business

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Excel Online for Business
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Contacts-Last X days
Date Rangable
Orders-Last X days
Date Rangable
Transactions-Last X days
Date Rangable

Built for Synchronization

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.

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.

File Formats

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow


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 OAuth flow.

Step 3

Authorize Excel Online for Business with your credentials using the OAuth 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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