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Category: Customer Relationship Management tool

Tier: 3

Supported API Version: v1

Type: Source

Authentication: Token

Reference: https://developer.infusionsoft.com/pat-and-sak/

Resources:

Resources

Sub resources

Status

Description

Parameters

Companies

Companies

Yes

Retrieves a list of all companies

NA

Users

Users

Yes

Retrieves a list of all users

NA

Emails

Emails

Yes

Retrieve a list of emails that have been sent

NA

Merchant

Merchant

Yes

Retrieves a list of all merchant accounts

NA

Products

Products

Yes

Retrieves a list of all products

NA

Tasks

Tasks

Yes

Retrieves a list of all tasks using the specified search criteria

NA

Appointments

Appointments

Yes

Retrieves all appointments for the authenticated user

NA

Contacts

Contacts

Yes

Retrieves a list of all contacts

NA

Opportunities

Opportunities

Yes

Retrieves a list of all opportunities.

NA

Campaigns

Campaigns

Yes

Retrieves all campaigns for the authenticated user

NA

How to get Access token

Step 1: https://signin.infusionsoft.com/login?service=https%3A%2F%2Faccounts.infusionsoft.com%2Fvalidate_ticket

Step 2: From the settings option, click on API.

keap-apisettings-location.png

Step 3: Under “Personal Access Tokens” generate a token by clicking on “New Token

image-20240410-102301.png

EazyDI create connection:

image-20240403-104642.png

Connection Properties:

Name

Mandatory

Description

Connection Name

Yes

Name of the connection

Description

No

Description of connection

API Key

Yes

Access token of your account

Please refer to above section on how to get the API key

Creating Pipeline

Step 1: Select Source Connector as Keap.

image-20240403-101653.png

Step 2: Select Connection from the dropdown

Step 3: Configure the connection object and click Save button.

Step 4: Verify the connection details in the section and click on Next button

Step 5: Select the Target connection and connection object and click on Next button.

Step 6: Configure field mapping page and click on Next button.

Step 7: Select the scheduling and proceed ahead by clicking on Next button.

Step 8: Confirm the details that you have selected for this pipeline and click on Submit and the pipeline will be created.

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