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About

InfusinonSoft is a complete sales and marketing automation software for small businesses combining CRM, email marketing, lead capture, and e-commerce. To learn more about the inContact API, see InfusinonSoft. You can connect to your InfusinonSoft account in the Data Center. This article explains the fields and menus that are specific to the InfusinonSoft Connector user interface. To add DataSets, set update schedules, and edit DataSet information, see Adding a DataSet Using a Data Connector.

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Prerequisites

To connect to your InfusinonSoft account and create a DataSet, you need the Email and Password associated with your InfusionSoft account.

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Connecting to Your InfusinonSoft Account

This section lists the options in the Credentials and Details panes on the InfusinonSoft Connector page. The components of the other panes on this page, Scheduling, and Name & Describe Your DataSet, are universal across most connector types and are discussed in great detail in Adding a DataSet Using a Data Connector.

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Credentials Pane

You can use the Email and Password associated with your InfusionSoft account. Once you have entered valid InfusinonSoft credentials, you can use the same account to create a new InfusinonSoft DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

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Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the InfusinonSoft report you want to run. The following reports are available:

Report Name Description
Affiliate - Clawbacks Retrieves all clawed-back commissions for a particular affiliate. Claw backs typically occur when an order has been refunded to the customer.
Affiliate - Commissions

Retrieves all commissions for a specific affiliate within a date range.

Affiliate - Payments Retrieves all payments for a specific affiliate within a date range.
Affiliate - Redirect Links Retrieves a list of the redirect links for the specified Affiliate.
Affiliate - Summary Retrieves a summary of statistics for a list of affiliates.
Affiliate - Running Totals Retrieves the current balances for the Amount Earned, Clawbacks, and Running Balance.
Affiliate Program - All Programs Retrieves a list of all the Affiliate Programs that are in the application.
Affiliate Program - Affiliate’s Programs Retrieves a list of all the affiliates with their contact data for the specified program. This includes all the custom fields defined for the contact and affiliate records that are retrieved.
Affiliate Program - Program’s Affiliates Retrieves a list of all the Affiliate Programs for the Affiliate specified.
Affiliate Program - Resources Retrieves a list of all the resources that are associated with the Affiliate Program specified.
Contacts - By Email Address Retrieves all contacts with the given email address.
Contacts - By ID Retrieves all contacts by ID.
Contacts - By Tags Retrieves all contacts by Tags.
Data - Record by ID Retrieves all records in a table that match the given term on a specific field.
Data - Query a Data Table Performs a query across the given table based on the query data.
Discount - Category Retrieves a category discount.
Discount - Category Assignments Retrieves the options and values of the category assignment for category discount passed.
Discount - Order’s Discount Retrieves an order’s total discount.
Discount - Product Total Retrieves product total discount.
Discount - Shipping Retrieves all shipping discounts.
Discount - Subscription’s Free Trial Retrieves a subscription’s free trial.
Get File

Retrieves the file data for the specified file ID.

Invoice - Amount Due Retrieves the outstanding amount of an invoice.
Invoice - Available Payment Options

Retrieves all payment types available within the requested Infusionsoft account.

Invoice - Payments Retrieves invoice payments.
Invoice - Available Shipping Options Retrieves the invoice for the available shipping options.
Product - Inventory Returns the available inventory for the requested product
Search - Available Fields

Retrieve a report’s available fields.

Search - Saved Search

Retrieves a complete report from a saved search.

Shipping - Available Shipping Options

Retrieves the available shipping options.

Shipping - Flat Rate Shipping Options

Retrieve flat rate shipping options.

Shipping - Order Quantity Shipping Options Returns the options and values of the order quantity shipping option provided.
Shipping - Order Shipping Options Returns an array of options and values for order shipping options.
Shipping - Order Shipping Ranges Returns the available values for order shipping ranges based on the requested shipping option.
Shipping - Product Shipping Options Returns an array of shipping options and values for the requested product shipping option.
Shipping - UPS Shipping Option Returns the options and values of the requested UPS shipping option.
Shipping - Weight-Based Shipping Options Returns the options and values of the requested weight-based shipping option.
Webform IDs Returns all of the available web form names and ID pairs
Affiliate ID Select Affiliate program.
Duration Select the duration for the report (a Single Date, or a Date Range).
Program ID Select Affiliate program.
Email Enter the email.
Selected Fields Enter a comma-separated list of the fields the query should return. See here for more information.
Contact ID Enter a contact ID.
Tags Select the Tags to match.
Table Enter the table to query. See here for more information.
Record ID Enter record ID.
Fields Enter fields.
Query A comma-separated list of key-value pairs. (ex: ‘GroupId’:‘12,30’,‘City’:‘Salt Lake City’ would query for the groupId in 12 or 30 AND a city of Salt Lake City). The key is the field to search on, and the value is the data to look for. % is the wild card operator and all searches are case insensitive. If you would like to query for an empty(null) field, use null in your query parameter, such as ‘FirstName’:‘null’.
You can also query on date fields. for example ‘LastUpdated’:‘2016-01-20%’ for finding data updated on a day,
‘LastUpdated’:‘2016%’ for finding data updated on year.
‘LastUpdated’:’~>=~2015-12-15’ for finding data updated on greater than date ‘2015-12-15’
‘LastUpdated’:’~>=~2015-12-15 08:15:00’ for finding data updated on greater than datetime
‘LastUpdated’:’~>=~LastSuccessfulRun’ can be used for finding all data updated after the last successful run
Category Discount ID Enter ID of the category discount to retrieve.
Discount ID Enter The ID of the discount to retrieve.
Product Discount ID Enter ID of the product discount.
Shipping Discount ID Enter ID of the shipping discount to retrieve.
Trial ID Enter ID of the free trial to retrieve.
File ID Enter the ID of the file.
Invoice ID Enter ID of the invoice to retrieve payments for.
Product ID Enter the ID of the product to retrieve inventory levels.
Filter Saves Searches Start typing the Saved Search name you would like. Enter ’*’ for all.
Saved Search Select the saved search to use.
Option ID Enter the ID of the shipping option.

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Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.