Connecting Bold BI to Infusionsoft data source

Bold BI dashboard designer supports connecting Infusionsoft web services through REST API.

Choose Infusionsoft data source

To configure the Infusionsoft data source, follow the below steps:

  1. Click the Data Sources button in the configuration panel to add a new data connection.

    Data source icon

  2. Click CREATE NEW to launch a new connection from the connection panel.
  3. Select the Infusionsoft connection in the connection panel.

    Choose data source

NOTE

You can also create a data source from the home page by clicking the Data Sources menu from left menu panel and Create Data Source from the data sources page.

Choose data source

Authentication with Infusionsoft

Use the following steps to authenticate with Infusionsoft web service:

  1. Click the data source, you will be prompted with a login window. Enter the credentials of your Infusionsoft account to authorize.
  2. Click Allow in the authorization window to accept the scopes requested by Bold BI dashboards.

    NOTE

    If the permission is denied, the account will not be accessible from the dashboard.

  3. Set a name to identify the account and click Next.
  4. You have now successfully authorized your connection. Click Connect to continue with the data source connection.
  5. To connect via already connected account, refer Connected Accounts.

NOTE

To connect to another account click Connect New Account.

Connect to Infusionsoft

Create Infusionsoft data source

After successful authentication, the NEW DATA SOURCE configuration panel opens. Follow the below steps to create Infusionsoft data source.

  1. Enter a name and description (optional) for the data source.
  2. Enter a valid Infusionsoft REST API endpoint in the URL textbox. Refer the Infusionsoft API documentation for more details.

    Example: https://api.infusionsoft.com/crm/rest/v1/tasks

  3. Select GET method for the REST API in Method combo box.
  4. In Max Rows, enter the maximum number of rows to be fetched from the Infusionsoft data source. This value is used to fetch the data from Infusionsoft data source via pagination.
  5. Choose a time interval for Refresh Settings using the combo box, to trigger the Rest API request periodically to keep the data in sync with our dashboard.
  6. Select JSON data type in Data Format combo box.
  7. The authentication type will be set to Infusionsoft automatically since OAuth is used for authenticating with Infusionsoft account.

You can also edit the connection information set here using the Edit Connection option.

Additional information

Max Rows Most of the REST APIs return only fewer data on a single API request. To pull the amount of data you need, set a value in this field. Pagination is handled internally and will fetch the amount of data you need.
Refresh Settings Period of time before next refresh call is triggered. This will automatically trigger a call for the API configured in the data source to keep the data up to date. If you do not want to sync your new data, choose ‘Never’.

Setting up the URL

  1. For instance, to query about the specific opportunity, query the /opportunities endpoint.
  2. From the listed information, get the ID of the specific opportunity.

Replace it in the URL to query a particular opportunity:

https://api.infusionsoft.com/crm/rest/v1/opportunities/<:opportunity_id>

Sample queries

Campaigns

https://api.infusionsoft.com/crm/rest/v1/campaigns

Merchants

https://api.infusionsoft.com/crm/rest/v1/merchants

Specific product detail

https://api.infusionsoft.com/crm/rest/v1/products/<:product_id>

Preview and data import

  • Click Preview & Connect to connect with the configurations set.
  • The Choose Schema(s) dialog opens. The schema represents the key fields of JSON data retrieved from Infusionsoft Rest API request. This dialog displays a list of schemas in treeview and its corresponding values in grid for preview. Select required schema(s) from treeview to use in designer and click Connect.

    Preview

  • Now, the data design view page with selected table schema opens. Drag and drop the table.
    Query Editor

  • Click Save to save the data source with a relevant name.

Connected accounts for OAuth data sources

If you have already logged into the account and authenticated with web data source, the account information will be listed here. You can select one of the accounts or connect to a new account by clicking the Connect New Account button.

OAuth

You can edit, delete and re-authorize this account from the Connected Accounts page.

Manage Accounts

Blog Post - https://www.boldbi.com/blog/getting-insights-from-key-infusionsoft-metrics

Data Transformation - https://help.syncfusion.com/bold-bi/visualize-data/joining-table

Editing a Data Connection - https://help.syncfusion.com/bold-bi/editing-a-data-connection

Dashboard Designer Walk Through - https://help.syncfusion.com/bold-bi/dashboard-designer-walk-through

Infusionsoft Integration -https://www.boldbi.com/integrations/infusionsoft