Connecting To Infusionsoft

We now have a connection to the Infusionsoft API as a featured integration within BrightGauge so you can create dashboards and reports. Here is a quick document to help you get setup with BrightGauge and Infusionsoft.

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

From the account Overview page (to access click on the BrightGauge logo on the top left hand corner), click on the green "+" towards the bottom right of the page (next to the list of your exiting datasources):

 

Or, click on the "Data" menu on the the top right hand corner of the screen, and select "Datasources" from the drop down menu:

 

Now click on “Add a New Datasource” and then click on the "Infusionsoft" icon:

kaseya_bms_datasource.png 

 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.

  1. Click on the green Authorize in Infusionsoft button:

    Image_2018-04-02_at_2.30.55_PM.png

  2. A popup will appear asking you to login to Infusionsoft. If already logged in, proceed to next step.

    Image_2018-04-02_at_2.34.26_PM.png

  3. Once logged in, Infusionsoft will ask you to authorize BrightGauge to pull data. Click on the button that says "Allow":

    Image_2018-04-02_at_2.44.59_PM.png

 

 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. 

Image_2018-04-02_at_2.48.25_PM.png

 

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.

Image_2018-04-02_at_3.03.42_PM.png

For additional information, please check out our support forums at support.brightgauge.com

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