...
| Tip |
|---|
The configuration screen has excellent tooltips, so please visit the page and read each tooltip to configure your instance.
|
Credentials
The Credentials section is where you will configure your Infusionsoft API key and App Name.
...
| Field | Description | |||||
|---|---|---|---|---|---|---|
| Lead Source Field | This field can presently be set to "Coupon" or left Blank.
| |||||
| Create Lead Source | If this checkbox field is selected, then a lead source will be created, if it doesn't exist. | |||||
| Contact Tags | Enter a comma separated list of Group NAMES here. When a contact is added, a call to ContactService.addToGroup() will be made for each group, effectively tagging the contact. | |||||
| Primary Address | You can select either "Billing" or Shipping" address from the drop down menu. | |||||
| Checkout Mailing List | If this checkbox selected, then only send to Infusionsoft if customer checked Mailing List checkbox during their ultracart checkout. | |||||
| Skip Order Creation | Select this checkbox if you do not have the Infusionsoft e-commerce component. | |||||
| Action Set Id | optional integer. see ContactService.runActionSequence |
...
Optional Settings
Order Creation
| Note |
|---|
If you chose to use OrderService.placeOrder to cascade orders to Infusionsoft, you MUST keep your Infusionsoft account in |
There are two ways to cascade orders to Infusionsoft:
...
- Advertising Sources
- CustomField1
- CustomField2
- CustomField3
- CustomField4
- CustomField5
- CustomField6
- CustomField7
...
Sales Rep Mapping
If an order contains a Sales Rep Code (usually this is supplied using the back office manual entry screen), and a matching User ID is found below, the Infusionsoft Contact record Owner ID field will be set to the given User ID. The user id must be a valid user in your Infusionsoft system. The User ID is an integer. If there is a Sales Rep Code associated with the UltraCart order and no match is found, a warning will be noted in the logs.
...
If a product mapping is not found during order replication, a search will be made in your InfusionsoftProduct table where ProductName = UltraCart Item ID (case sensitive). If that also returns no match, the item will not be cascaded to your system and an error will be noted in the logs here.
Product to Contact Tag Mapping
...
A: The transmissions to InfusionSoft occur after the placed order has moved beyond the payment stage (the A/R department), so make sure that when you are testing that you either configure the test credit card to go to the shipping or completed stages or, if you use the "keep in A/R department" setting that you then go into the A/R and process the order there to send it to the shipping/completed stages. IF you still do not see the order details appearing in InfusionSoft, check the InfusionSoft log located at the bottom of the InfusionSoft configuration page in UltraCart.