Now, is there a way I can update InfusionSoft with the new Clients that have come thru so I don't have to enter them manually?

  • CindyLOPCO
    Asked on March 5, 2018 at 10:36 AM

    Now, is there a way I can update InfusionSoft with the new Clients that have come thru so I don't have to enter them manually?

    Preferably by date range?

  • Nik_C
    Replied on March 5, 2018 at 12:28 PM

    There isn't any special way to push data from submitted data (in your form) to Infusion soft if you meant to push the existing data, as far as I know, that will not work.

    If you need to update existing data on the Infusionsoft side, that is possible, simply select "Update existing contact" under the Duplicate Check option in the integration wizard:

    Now, is there a way I can update InfusionSoft with the new Clients that have come thru so I dont have to enter them manually? Image 1 Screenshot 20

    If you had something else in mind, please let us know.

    Thank you!

  • CindyLOPCO
    Replied on March 6, 2018 at 7:51 AM

    I'd like to resend the "Submission" for a date range of 02/12 - 03/05 


    do you think just downloading the contacts and then just upload to InfusionSoft manually would be the best option?


    I thought there was a way to resend submissions?

  • Victoria_K
    Replied on March 6, 2018 at 9:26 AM

    Unfortunately, as my colleague said, there is no way to push it from our end. 

    So, you need to upload it manually.