We can’t query all of the tables in our InfusionSoft integration; we can, however, query any saved or custom reports. This article teaches you how to pull in all of the columns you want for a specific saved report as well as how to find the filter ID for the report.
First, log in to your InfusionSoft account and open up the report that you want to use. Under the Options button, click Add to User Home.
Now that it’s saved to your user home, go to your InfusionSoft dashboard and find that specific saved report. Once you have found it, select “View All Results.”
Once you’ve selected to view the results, you’ll need to find the Filter ID in the URL. This is the ID you’re going to use within the Grow platform to pull this exact report.
And that’s it!
Questions? Email us at firstname.lastname@example.org or chat in on the site.