Infusionsoft sales and marketing automation software built exclusively for small business success. The Infusionsoft/Grow integration helps you focus your marketing and sales efforts in your business, allowing you to focus on streamlining the customer lifecycle and manage customer relations.

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REPORTS
You can access your Infusionsoft data in one of two ways, through saved reports or table queries. 

Saved Reports: Any saved report you’ve created on your account, with the associated fields are available in Grow. This is the best and easiest option for most clients, as it organizes your data exactly as you need it. 

Table Queries: You can bring data tables from Infusionsoft straight into Grow. Some available tables include, company info, contact information, invoices, leads, lead source, product information, and recurring orders. Using tables may not bring in data exactly as you want it, so using the reports you’ve created in your account will be much easier. 

Below is a list of the tables and the most relevant fields that go with each one. To find the tables, create a custom metric. Under the Select Report drop-down, choose Table Query. Then, under Select a Table, click in the Table field, and the list of tables will come up.

TABLE: ActionSequence

  • Fields: TemplateName, VisibleToTheseUsers

TABLE: AffResource 

  • Fields: Title, ResourceType, ResourceOrder, ResourceHTML, ResourceHREF, Notes, ProgramIds

TABLE: Affiliate 

  • Fields: ContactId, ParentId, LeadAmt, LeadPercent, SaleAmt, SalePercent, PayoutType, DefCommissionType, Status, AffName

TABLE: CCharge

  • Fields: CCId, PaymentId, MerchantId, OrderNum, RefNum, ApprCode, Amt 

TABLE: CProgram

  • Fields: ProgramName, DefaultPrice, DefaultCycle, DefaultFrequency, Sku, ShortDescription, BillingType, Description, HideInStore, Status, Active

TABLE: Campaign 

  • Fields: Name, Status

TABLE: CampaignStep 

  • Fields: CampaignId, TemplateId, StepStatus, StepTitle

TABLE: Campaignee 

  • Fields: CampaignId, Status, Campaign, ContactId); 

TABLE: Company 

  • Fields: Addresses, Billing Information, Company and Account IDs, Email Addresses, Fax Numbers, Names, Phone Numbers, Website for companies

TABLE: Contact 

  • Fields: Addresses, Contact Notes, Company and Account IDs, Email Addresses, Fax Numbers, Names, Lead Source, Phone Numbers, Website for contacts

TABLE: ContactAction 

  • Fields: ContactId, OpportunityId, ActionType, ActionDescription, CreationDate, CreationNotes, CompletionDate, ActionDate, EndDate, PopupDate, UserID, Accepted, CreatedBy, LastUpdated, LastUpdatedBy, Priority, IsAppointment

TABLE: ContactGroup 

  • Fields: GroupName, GroupCategoryId, GroupDescription

TABLE: ContactGroupAssign 

  • Fields: Contact Group and ID, then Contact Name, Addresses, Phones, Emails, and Website by Contact Group. Includes Contact Custom Fields.

TABLE: ContactGroupCategory 

  • Fields: ID, CategoryName, CategoryDescription

TABLE: CreditCard 

  • Fields: ContactId, Billing Name, Email, and Address, Company Name and Address, Name on Card, Expiration Date, Card Type, Card Number, CVV

TABLE: DataFormField

  • Fields: DataType, Id, FormId, GroupId, Name, Label, DefaultValue, Values, ListRows

TABLE: DataFormGroup 

  • Fields: Id, TabId, Name

TABLE: DataFormTab 

  • Fields: Id, FormId, TabName

TABLE: Expense 

  • Fields: ContactId, ExpenseType, TypeId, ExpenseAmt, DateIncurred

TABLE: FileBox 

  • Fields: FileName, Extension, FileSize, ContactId, Public

TABLE: GroupAssign 

  • Fields: UserId, GroupId, Admin

TABLE: Invoice 

  • Fields: ContactId, JobId, DateCreated, InvoiceTotal, TotalPaid, TotalDue, PayStatus, CreditStatus, RefundStatus, PayPlanStatus, AffiliateId, LeadAffiliateId, PromoCode, InvoiceType, Description, ProductSold, Synced

TABLE: InvoiceItem 

  • Fields: InvoiceId, OrderItemId, InvoiceAmt, Discount, DateCreated, Description, CommissionStatus 

TABLE: InvoicePayment 

  • Fields: InvoiceId, Amt, PayDate, PayStatus, PaymentId, SkipCommission

TABLE: Job 

  • Fields: JobTitle, ContactId, StartDate, DueDate, JobNotes, ProductId, JobStatus, DateCreated, JobRecurringId, OrderType, OrderStatus, ShipFirstName, ShipMiddleName, ShipLastName, ShipCompany, ShipPhone, ShipStreet1, ShipStreet2, ShipCity, ShipState, ShipZip, ShipCountry

TABLE: JobRecurringInstance 

  • Fields: RecurringId, InvoiceItemId, Status, AutoCharge, StartDate, EndDate, DateCreated, Description

TABLE: Leads 

  • Fields: OpportunityTitle, ContactID, AffiliateId, UserID, StageID, StatusID, Leadsource, Objection, ProjectedRevenueLow, ProjectedRevenueHigh, OpportunityNotes, DateCreated, LastUpdated, LastUpdatedBy, CreatedBy, EstimatedCloseDate, NextActionDate, NextActionNotes

TABLE: LeadSource 

  • Fields: Name, Description, StartDate, EndDate, CostPerLead, Vendor, Medium, Message, LeadSourceCategoryId, Status

TABLE: LeadSourceCategory 

  • Fields: Id, Name, Description

TABLE: LeadSourceExpense 

  • Fields: LeadSourceRecurringExpenseId, LeadSourceId, Title, Notes, Amount, DateIncurred

TABLE: LeadSourceRecurringExpense 

  • Fields: LeadSourceId, Title, Notes, Amount, StartDate, EndDate, NextExpenseDate

TABLE: MtgLead

  • Fields: Dates for AppraisalOrdered, AppraisalDone, Appraisal Received, Title Ordered, Title Received, Rate Locked, Rate Lock Expires, Credit Report, Application, Actual Close, and Funding

TABLE: OrderItem 

  • Fields: OrderId, ProductId, SubscriptionPlanId, ItemName, Qty, CPU, PPU, ItemDescription, ItemType, Notes

TABLE: PayPlan 

  • Fields: InvoiceId, DateDue, AmtDue, Type, InitDate, StartDate, FirstPayAmt

TABLE: PayPlanItem

  • Fields: PayPlanId, DateDue, AmtDue, Status, AmtPaid

TABLE: Payment

  • Fields: PayDate, UserId, PayAmt, PayType, ContactId, PayNote, InvoiceId, RefundId, ChargeId, Commission, Synced

TABLE: Product

  • Fields: ProductName, ProductPrice, Sku, ShortDescription, Taxable, CountryTaxable, StateTaxable, CityTaxable, Weight, IsPackage, NeedsDigitalDelivery, Description, HideInStore, Status, TopHTML, BottomHTML, ShippingTime, LargeImage, InventoryNotifiee, InventoryLimit, Shippable

TABLE: ProductCategory 

  • Fields: CategoryDisplayName, CategoryImage, CategoryOrder, ParentId

TABLE: ProductCategoryAssign 

  • Fields: ProductId, ProductCategoryId

TABLE: ProductInterest 

  • Fields: ObjectId, ObjType, ProductId, ProductType, Qty, DiscountPercent

TABLE: ProductInterestBundle 

  • Fields: BundleName, Description

TABLE: ProductOptValue 

  • Fields: ProductOptionId, Label, Sku, IsDefault, Name, OptionIndex, PriceAdjustment

TABLE: ProductOption 

  • Fields: ProductId, Label, IsRequired, Order, Name, MaxChars, CanEndWith, MinChars, AllowSpaces, TextMessage, OptionType, CanContain, CanStartWith

TABLE: RecurringOrder 

  • Fields: IDs for Contact, Originating Order, Program, Subscription Plan, Product; Start, End, Last Bill, Next Bill, and Paid Thru Dates; BillingCycle; Frequency; BillingAmt; Status; ReasonStopped; AutoCharge; CC1; CC2; NumDaysBetweenRetry; MaxRetry; MerchantAccountId; AffiliateId; PromoCode; LeadAffiliateId; Qty; ShippingOptionId

TABLE: Recurring Order With Contact 

  • Fields: RecurringOrderId, ContactId, ProgramId, SubscriptionPlanId, ProductId, StartDate, EndDate, LastBillDate, NextBillDate, PaidThruDate, BillingCycle, Frequency, BillingAmt, Status, ReasonStopped, AutoCharge, CC1, CC2, NumDaysBetweenRetry, MaxRetry, MerchantAccountId, AffiliateId, PromoCode, LeadAffiliateId, Qty, City, Email Addresses, Name(s) Phone Numbers, Signature

TABLE: Referral 

  • Fields: ContactId, AffiliateId, DateSet, DateExpires, IPAddress, Source, Info, Type

TABLE: SavedFilter 

  • Fields: FilterName, ReportStoredName, UserId

TABLE: Stage 

  • Fields: StageName, StageOrder, TargetNumDays

TABLE: StageMove 

  • Fields: OpportunityId, MoveDate, MoveToStage, MoveFromStage, PrevStageMoveDate, CreatedBy, DateCreated, UserId

TABLE: Status

  • Fields: StatusName, StatusOrder, TargetNumDays

TABLE: SubscriptionPlan 

  • Fields: ProductId, Cycle, Frequency, PreAuthorizeAmount, Prorate, Active, PlanPrice

TABLE: Template

  • Fields: PieceType, PieceTitle, Categories

TABLE: Ticket 

  • Fields: IssueId; ContactId; UserId; DevId; Ticket Title, Application, Category, and Type; Summary; Stage; Priority; Ordering; Created, Updated, and Close Dates and people; TargetCompletionDate; DateInStage; TimeSpent; HasCustomerCalled

TABLE: TicketStage 

  • Fields: Id, StageName

TABLE: TicketType 

  • Fields: Id, CategoryId, Label

TABLE: User

  • Fields: Email Addresses, Name, Phone, Addresses

TABLE: UserGroup

  • Fields: Id, Name, OwnerId

Questions about using Infusionsoft? Email us at support@grow.com or chat in on the site.

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