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Data Studio and InfusionSoft

[ Edited ]
Visitor ✭ ✭ ✭
# 1
Visitor ✭ ✭ ✭

Any recommendations on how we could possibly connect data from InfusionSoft (Marketing Automation Tools) to Google Sheets or directly into Data Studio?

Data Studio and InfusionSoft

Explorer ✭ ✭ ☆
# 2
Explorer ✭ ✭ ☆

hi @Anthony T, all that you need is a CSV file or google spreadsheet. 

I found way to export your table from Infusionsoft to a CSV file. 

Link to the video on youtube

 

It's using an SDK API. 

 

When you have your CSV, create a new Report in Data studio and upload your CSV file. 

Data Studio and InfusionSoft

Visitor ✭ ✭ ✭
# 3
Visitor ✭ ✭ ✭

Thank you, Patrick.  I am looking for a solution that can export the data from InfusionSoft to google sheets/data studio as real time as possible.

Data Studio and InfusionSoft

Visitor ✭ ✭ ✭
# 4
Visitor ✭ ✭ ✭

is there a file size limitation you have to worry about?  Did you get it working?

Data Studio and InfusionSoft

Follower ✭ ✭ ✭
# 5
Follower ✭ ✭ ✭

Hi Anthony,

 

One possible solution is to use the developer functions in Google Sheet to retrieve the Infusionsoft data via API. Google Sheets has cool scheduling feature which enables to run the API function automatically that you can leverage on to get latest data. 

 

Check this article for the setups in Google Sheets for external API:
https://developers.google.com/apps-script/guides/services/external

 

This resource is for the InfusionSoft API:

https://developer.infusionsoft.com/docs/rest/#!/Affiliate/searchCommissionsUsingGET

 

GDS is then automatically connected to Google Sheets. There you go, you have fully automated dashboard.