Infusionsoft/Keap Updates and Changes

Infusionsoft Updates

Next week, Grow will be making some changes to our Infusionsoft connector. In many ways this will be a major improvement. Unfortunately some functionality will be lost as Infusionsoft is no longer supporting certain reports.

What does this mean for me?

The main functionality being affected is the "Table Query" option when building a metric. If you are not using the "Table Query" option in your metrics, your metrics are not affected by this change. Saved search functionality is not affected either. If you are using the "Table Query" option in your metrics, you'll need to do the following before April 17th, 2020:

• Verify that you're using the "Table Query" option in your Infusionsoft metrics. If you are, keep reading to see the list of fields/objects that are being deprecated
• Build a saved search in Infusionsoft to capture the same data as you were able to construct using the deprecated fields in Grow so functionality will continue
• Migrate the metrics over to use the saved search
• Save your metric and you're good to go!

Not all options are being deprecated. Here is the list of the old vs. the new:

Old options:

'ActionSequence',
'AffResource',
'Affiliate',
'CCharge',
'CProgram',
'Campaign',
'CampaignStep',
'Campaignee',
'Company',
'Contact',
'ContactAction',
'ContactGroup',
'ContactGroupAssign',
'ContactGroupCategory',
'CreditCard',
'DataFormField',
'DataFormGroup',
'DataFormTab',
'Expense',
'FileBox',
'GroupAssign',
'Invoice',
'InvoiceItem',
'InvoicePayment',
'Job',
'JobRecurringInstance',
'Lead',
'LeadSource',
'LeadSourceCategory',
'LeadSourceExpense',
'LeadSourceRecurringExpense',
'MtgLead',
'OrderItem',
'PayPlan',
'PayPlanItem',
'Payment',
'Product',
'ProductCategory',
'ProductCategoryAssign',
'ProductInterest',
'ProductInterestBundle',
'ProductOptValue',
'ProductOption',
'RecurringOrder',
'RecurringOrderWithContact',
'Referral',
'SavedFilter',
'Stage',
'StageMove',
'Status',
'SubscriptionPlan',
'Template',
'Ticket',
'TicketStage',
'TicketType',
'User',
'UserGroup'

New options:

'affiliate commissions',
'campaigns',
'companies',
'contacts',
'emails',
'notes',
'opportunities',
'orders',
'products',
'saved searches',
'subscriptions',
'tasks',
'transactions',
'users'

We are committed to always improving the data acquisition experience inside of Grow. If you have any questions, feel free to reach out to drew@grow.com or product@grow.com.

Thank you!