Guide: Using Infusionsoft by Keap with Databox
HOW TO
How to connect Infusionsoft by Keap to Databox
IN THIS SECTION
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
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
IN THIS SECTION
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
If a pre-built Datablock isn't available for your use case, click on the Visualization Types icon under the Metric Library icon