Keap Help

ChartMogul for Keap by SaaSync

Keap
 

Integration FAQ

1. What does the SaaSync integration for Infusionsoft do?Expand/Collapse

The integration pulls sales and e-commerce information (customers, invoices and payments) and transforms the data into a way that it can be connected and sent to ChartMogul.

2. How does the SaaSync integration for Infusionsoft work?Expand/Collapse

SaaSync will pull the data from Infusionsoft via API. It will automatically transform the data into the required format for sending it on to ChartMogul.

3. How do you authenticate SaaSync to Infusionsoft?Expand/Collapse

SaaSync will pull the data from Infusionsoft via API. To authenticate SaaSync to Infusionsoft, upon setting up the data source you will be required to provide OAuth access to Infusionsoft. This may require certain access levels in Infusionsoft.

4. Does SaaSync store my customer information on its servers?Expand/Collapse

We do not store your Infusionsoft data long term. For performance reasons and to reduce API rate limit exceptions, we may cache some data for up to one hour at which time the cache is cleared.

5. How long will the initial import of my data take?Expand/Collapse

That depends upon how much history you have in Infusionsoft. The Infusionsoft API has fairly restrictive rate limits that we must abide by. Therefore, it can take hours to days for the initial sync to complete. The good news is that incremental syncs from that point forward are completed roughly every 10 minutes.