This document is a step by step guide for setting up the Infusionsoft integration within BrightGauge.
Step 1 - Log in to your BrightGauge Account
If you have not created an account yet, go here to get started.
Once you have logged in:
- For New Accounts
From the account Overview page, click on the "Add a Datasource" button:
- For Existing Accounts
Click on the "Data" menu at the top righthand corner of the screen, and select "Datasources" from the drop down menu:
Find the Infusionsoft datasource under "All" or under the appropriate category:
Step 2 - Authorize Infusionsoft in BrightGauge
You now need to authorize BrightGauge to get data from Infusionsoft. Please make sure you are using an account with Admin privileges.
- Click on the green Authorize in Infusionsoft button:
A popup will appear asking you to login to Infusionsoft. If already logged in, proceed to next step.
- Once logged in, Infusionsoft will ask you to authorize BrightGauge to pull data. Click on the button that says "Allow":
Step 3 - Configure the Infusionsoft datasource in BrightGauge
After authorizing Infusionsoft, you will automatically return to BrightGauge.
Datasets and gauges will be added to your account and they will start syncing immediately. Initial syncs usually take 20-30 minutes to complete.
The datasource name will be "Infusionsoft" by default, but feel free to edit the name and save your changes.
Step 4 - Test Connection
Lastly, be sure to test the connection. If any errors arise with the test, please confirm the Infusionsoft account you used to login has Admin privileges and reach out to BrightGauge support with any questions.
Dashboards, reports, datasets, and gauges will be added to your account after the datasource is saved. They will start syncing immediately and typically complete syncing after 20-30 minutes.
Your Default Dashboards
- Infusionsoft Contacts
- Infusionsoft Email Open Rates
- Infusionsoft Opportunities This Week
- Infusionsoft Opportunities Today
- Infusionsoft Tasks
Your Default Reports
- Infusionsoft Monthly Summary
- Infusionsoft Weekly Summary
For a list of all default gauges, please visit the "Gauges" section of your account, sort by the Datasource you'd like to see and select for Default.
If you have any questions, don't hesitate to ask us at firstname.lastname@example.org.