Infusionsoft

My Infusionsoft Widget Isn't Working

You'll want to enter your credentials as follows:
 
Username: exact username, usually the email
Password: password
App Name: XYZ123.infusionsoft.com  (replace XYZ123, but it's usually a letter and number combo)

If the credentials are indeed correct, try both (1) a different metric with (2) a broader date range!

If it still doesn't work, reach out to our friendly Support team!


Do You Support __ Metric(s) from Infusionsoft?

 

The Infusionsoft widget currently contains 18 different reporting metrics. You can report on Infusionsoft companies, contacts, opportunities, orders, products, sales, and subscriptions. Here’s the complete list below:

 

  • Companies
  • Recent Companies
  • Contacts
  • Recent Contacts
  • Opportunities
  • Recent Opportunities
  • Stage Funnel
  • Stage List
  • Top Lead Sources
  • Orders
  • Recent Orders
  • Top Products
  • Refunds
  • Revenue
  • Sales
  • Top Sales Reps
  • Subscriptions
  • Recent Subscriptions
For anything beyond that, we recommend one of two things.
 
1) Zapier. Check more about that here -- super quick & easy to use!
 
2) Custom data.

Custom Widgets
We understand our customers have data locked up in proprietary servers, offline on computers, etc, so we've made it easy to bring it in!  With our custom widgets (documentation here: www.cyfe.com/custom), you can bring custom data into Cyfe through five main ways.  

1      CSV File: You can format data into mini CSV files and manually upload them into individual Cyfe widgets.
2      Google Spreadsheets: You can use a Google Spreadsheet to push data into Cyfe. The advantage of this approach is you can update your data on the fly rather than having to upload CSVs every time your data is changed.  
3      Private URL: You can connect to your databases, systems, and other third party services that we don't support using this approach. In short you or your programmer can write a quick script that connects to the source and outputs data in a format that Cyfe understands (CSV). Then you can just point a custom widget to that script. Here's an example: http://www.cyfe.com/custom-example
4      Push API: This approach can be used to push data directly into Cyfe via our API. www.cyfe.com/api
5      SQL: This allows you to query your SQL databases directly from Cyfe. www.cyfe.com/sql-dashboard
 
In all cases you just have to make sure that your CSV data format matches one of the examples shown in the documentation linked above.

Our Custom Build Services
We also havecustom development/build services as affordable as our core all-in-one dashboard!  So, if you don't have the capacity, time, willingness or team to develop a custom connection, let us know and we can chat further about your scope & goals and we can help bring it in!