InfusionSoft Integration Instructions

Introduction

InfusionSoft is a "1-way" integration meaning that we can only retrieve orders for fulfillment. There is no communication back to InfusionSoft.

Fulfilling New Orders

Each time we connect to InfusionSoft to retrieve new orders we are requesting only orders placed after 12 AM two days ago. For example, each attempt to retrieve orders on 3/15/2014 would look for orders from 3/13/2014 forward. In addition, you may customize your settings to only retrieve paid invoices. Orders matching these criteria are retrieved by our integration module which attempts to inject each order into your Fulfillment Control Panel account for processing.

 

The following features are available in some of our other shopping cart integration modules, but not InfusionSoft:

 

  • Update cart order status when successfully received into Fulfillment Control Panel.

  • Add tracking numbers when orders are shipped.

  • Update cart order status when orders are shipped.

  • Sync available warehouse inventory counts to cart.

 

Please Note: Product SKUs in InfusionSoft must match the product SKUs available in your Fulfillment Control Panel account.

Connecting EFS & InfusionSoft

Step 1: API Access

You will need an API key and API URL to connect to your InfusionSoft account.

 

According to the latest documentation from InfusionSoft, you will need to follow these instructions to generate an API key (see screenshot below).

 

Once the API key has been generated you will need to call Infusionsoft Support to request your Access URL. They will give the URL over the phone.Screenshot 2012-08-13 at 16.46.20.png

Step 2: EFS Integration Settings

Once you have completed these steps you are ready to set up the integration in your Fulfillment Control Panel account. Choose Add Integration from the Integration menu.

Select InfusionSoft from the list of available platforms and click the “Add new Integration” button.

XMLRPC URL

The XMLRPC URL is the access URL you have obtained from InfusionSoft over the phone in the previous step. Most likely it will look something like this:

 

https://storename.infusionsoft.com/api/xmlrpc

 

Please note: “storename” from above will be specific to your account with InfusionSoft.

API Key

This will be as generated in the previous step.

Pay Status

Choosing “Paid” will ensure that we only retrieve orders from invoices that have been paid.

Limit SKUs

If you are selling products that are not carried in our warehouse you can limit the orders we retrieve by entering specific SKUs to include. We will skip any SKUs that don’t exist in the comma separated list you enter in this field. In the example below we will skip any SKUs that don’t match “123A”, “123B”, or “123C”.

(Note:  The SKU listings in this field should be in "all caps")


FCP_-_InfusionSoft_-_Limit_SKUs.png

Scheduling

The next set of options determine the intervals at which we check for new orders and, optionally, send available inventory counts back to your cart.

 

The most common scenario is to check for new orders every 30 minutes and sync inventory twice per day.

 

Please note: The screenshot is only an example. InfusionSoft does not support inventory sync.

 

If you have more than one InfusionSoft store you may assign a “nickname” to each store to better identify options and settings for each one.


Click the “Add new Integration” button to finalize the integration settings. You should see a success message at the top of your screen.

 

Step 3: Configuring Shipping Mappings

Choose View Integrations from the Integration menu and you should see the InfusionSoft integration you just completed and a list of options. Click the “envelope” icon to set up your shipping method mappings.


FCP_-_Shipping_Methods.png

InfusionSoft is limited in how it handles shipping options. From what we understand, to offer different shipping options to your customers you have to list them as a product with a SKU. For us to properly ship these orders, the product SKU for the shipping method must match our list of internal shipping codes.

 

If you do not want to offer shipping choices to your customers, we can set a default domestic shipping method for use with your US orders, and a default international shipping method for use with your international orders.

 

To use the default methods, no action is needed on the InfusionSoft end. If our integration module doesn’t find any shipping code SKUs in your order, it will automatically set the shipping method to INTERNATIONAL_DEFAULT or DOMESTIC_DEFAULT depending on the destination country.

 

You will need to enter these default codes into the “Cart Shipping Method” field and choose one of our available shipping services from the drop-down menu.


FCP_-_InfusionSoft_-_Default_Shipping_Codes.png

 

NOTE:
This integration has been updated to accept the shipping methods listed in Infusionsoft, as well as the methods described above.
(Though you may need to set up Shipping Method Mappings in the EFS Fulfillment Control Panel to associate these methods with the shipping codes available from EFS).

That said /do not/ attempt to use both in the same order, as this will not work properly.

 

 

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