This article is for whoever connects an Infusionsoft account inside DropStream — a fulfillment provider (3PL) or a merchant who manages their own DropStream account. You’ll add the store through DropStream’s Add Connection wizard. If a fulfillment provider is setting up DropStream for you, you don’t need this page — just gather your Infusionsoft API credentials and send them over.
What you’ll need
- A DropStream account you can sign in to.
- Your Infusionsoft Application name, Username, and Password — see Infusionsoft - Get Your API Credentials.
How DropStream connects to Infusionsoft
Every store connects through the same Add Connection wizard. For the full walkthrough of the wizard’s four steps, see Add a Connection. This article covers only the Store Setup step, where you enter the Infusionsoft-specific details.
Enter your Infusionsoft details
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In the Add Connection wizard, work through to the Store Setup step. Choose Create new store, give the store a Name, and select Infusionsoft as the Platform. The Infusionsoft credential fields appear below.
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Enter your credentials:
Field What it is Example Application name Your Infusionsoft subdomain myaccountUsername Username of your Infusionsoft administrator user admin@example.comPassword Password of that administrator user ••••••••For where to find each value, see Get Your API Credentials.
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(Optional) Adjust the import settings:
- Tracking Number Field — the Infusionsoft field where tracking numbers are stored.
- Shipment Date Field — the Infusionsoft field where shipment dates are stored.
- Pay Status — the pay status that signals an order is ready: Paid or Not Required.
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Click Add connection.
Notes
- The Infusionsoft user must have Administration privileges, and must keep them for the life of the integration.
- The default monitored Pay Status is Paid. To import orders with a different status, enable custom fields in Infusionsoft.
Once the connection is added, confirm orders are flowing with Review Order Status.
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