Connecting To Infusionsoft

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.

  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

 

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 support@brightgauge.com

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