# Guide: Using Infusionsoft by Keap with Databox

## How to connect Infusionsoft by Keap to Databox

![](/assets/guide-using-infusionsoft-by-keap-with-databox_1.a4af72fb5746400dd640af9efd149ae9b6361e1404ac18c525284b11298bca3e.4783b0ec.gif)

To connect an Infusionsoft Account in Databox, go to  **Data Manager > + New connection.** Type**Infusionsoft** in the search bar and click on the green **Connect**button.

This will open the  **Authorization** window, which is where you will be prompted to enter your Infusionsoft login credentials and authorize the Databox app.

## What's the maximum amount of historical data initially available when you use a new Infusionsoft by Keap Data Source Metric in Databox?

Data is synced for the Metrics that are being used in your Account, so when you first use a new Infusionsoft Metric, the maximum amount of historical data available is 36 months.

Certain Metrics may have more or less historical data available. For example, metrics that represent the total metric value (i.e., Total Orders, Total Opportunities, etc.) do not have historical data available when first used. We only pull in the total current value, but we will accumulate historical data for these Metrics in Databox over time and the metric value will be shown cumulatively.

For more information about the amount of historical data available for a specific Metric please contact our Support Team at [help@databox.com](mailto:help@databox.com).

In order to start syncing data for a Metric, you can add it to your Metrics screen, use it in a Scorecard, set a Goal around it, create an Alert for it, or add it to a Databoard. Learn more [here](/data-sync-storage-security-in-databox).
The amount of historical data you're able to sync in Databox is dependent on your Databox plan. Learn more [here](/choose-a-subscription-plan).

## What time zone does Infusionsoft by Keap data sync in?

Infusionsoft data is synced in UTC.

## How to access pre-built Infusionsoft by Keap Templates

![](/assets/guide-using-infusionsoft-by-keap-with-databox_2.06834ceaaa22cde21822b988a370e6100846d36f6bcf2d1a24cb30df8da29b15.4783b0ec.gif)

1. Navigate to **Databoards > Public Templates**
2. In the **Data Source** drop-down list, select  **Infusionsoft**
3. To view a preview of the Template populated with dummy data, click **Preview**
4. To pull the Template into your Account and re-populate it with your own Infusionsoft data, click **Use Template**
5. Select the appropriate Infusionsoft Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected Infusionsoft Account and can be found on the  **Databoards** page


Once the Databoard is available on the **Databoards** page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the [Designer](/overview-designer).

View a full list of Infusionsoft Metrics available in Databox [here.](https://app.databox.com/metrics/library/Infusionsoft)

## How to build a Databoard

![](/assets/guide-using-infusionsoft-by-keap-with-databox_3.5ebfe97cd0b7c4804500c7075d66a4ccf09016ca82b0895a4ef094b7ea055c5f.4783b0ec.gif)

1. Navigate to  **Databoards** > **+ New Databoard** > **Start Blank**.
2. Click on the **Metric Library** icon on the lefthand side of the Designer.
3. Select the appropriate Infusionsoft Account from the **Data Source** drop-down list in the **Metric Library**.
4. View the list of pre-built Infusionsoft Datablocks in the **Metric Library**. Drag and drop your selected Datablock onto your Databoard.
5. If a pre-built Datablock isn't available for your use case, click on the **Visualization Types** icon under the **Metric Library**icon.
6. View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard.
7. Click on the Datablock on the Databoard to open the corresponding **Datablock Settings**on the righthand side of the Designer.
8. Select the appropriate Infusionsoft Data Source and Metric in the righthand Datablock Settings. This will update the Datablock, and it will populate the Datablock with the corresponding data.
9. Complete steps 4-8 until your Databoard is complete.