Guide: Using Infusionsoft by Keap with Databox

HOW TO

How to connect Infusionsoft by Keap to Databox

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How to connect Infusionsoft by Keap to Databox

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.

Pro Tip: 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.    
    The amount of historical data you're able to access in Databox is dependent on your Databox plan. Learn more here

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

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
Pro Tip: 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.

Popular Infusionsoft by Keap Templates

Infusionsoft Orders Overview

Infusionsoft Orders by Product & Type

With this dashboard template, you’ll be able to get a comprehensive overview of the metrics that are most important to your online store, including total sales and popular products. 

With this dashboard template, you’ll be able to find out how your business is performing and what you ought to be focusing on.



How to build a Databoard using Infusionsoft by Keap data

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Popular Infusionsoft by Keap Metrics

Orders

Orders Amount

Total Opportunities

View a full list of Infusionsoft Metrics available in Databox here.

How to build a Databoard

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.

Additional Information

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