Infusionsoft: Issue with file upload mapping.

  • Craft1861
    Asked on February 22, 2019 at 9:49 PM

    Hi there,

    I'm trying to implement the solution shown in the last comment of this thread:

    https://www.jotform.com/answers/988832-Infusionsoft-Integration-Allow-files-on-submission-to-be-mapped-to-contact-s-File-Box

    To map a file upload to the Infusionsoft contact record file box.  When I make the submission, the contact is created in the Infusionsoft database, but the file isn't there.  Any ideas?  I've included a link to a screenshot of my field mapping.

    Page URL: https://screencast.com/t/qtcyiFewtDWj
  • Nik_C
    Replied on February 23, 2019 at 11:32 AM

    I tested this issue with a cloned version of your form, but I wasn't able to replicate. 

    The file is showing, but please make sure that you're viewing it properly. 

    The File box tab is at the bottom, when you open the received Contact:

    1550939505Screen Shot 2019 02 23 at 5 Screenshot 10

    Please let us know if you're able to make it work.

    Thank you!

  • Craft1861
    Replied on February 24, 2019 at 4:23 AM

    I've tested this again.  I realized I had IP address restrictions added to the API for my Infusionsoft account, so I added Jotform's IPs listed here:  

    https://www.jotform.com/help/145-Whitelisting-JotForm-IP-Addresses-and-Domains

    So now the text field value and designated tag from the Jotform gets mapped over, but the file still doesn't show in the Filebox on the contact record.

    What else am I missing here?

    Thanks!

  • David JotForm Support Manager
    Replied on February 24, 2019 at 8:10 AM

    It seems like you are not mapping "Attachment notes" file upload field with the "File Box" from Infusionsoft. Make sure to map like this:

    1551013797filebox Screenshot 10

  • Craft1861
    Replied on February 24, 2019 at 4:45 PM

    The 'attachment notes' field is not the file upload field.  I'm mapping the file upload field to the only File Box option like this:


    https://screencast.com/t/mKYjRhVYX


    What am I doing wrong??

  • roneet
    Replied on February 25, 2019 at 2:01 AM

    I have cleared the Formcache for you. Could you please re-integrate the integration now?

    Let us know how it goes.

    Thanks.

  • Craft1861
    Replied on February 25, 2019 at 2:15 AM

    I've re-integrated it, and still the same problem - the other two fields on the form map to the fields on the Infusionsoft record, and the tag is applied, but the uploaded file does not show up in the File Box, even though I've mapped the file upload to the File box.  This feature is the reason my client will potentially be using Jotform.  If I can get this to work, they will upgrade the account.  If I can't get it to work, we will go with another service.

  • roneet
    Replied on February 25, 2019 at 5:43 AM

    I am not able to replicate any issue with our test InfusionSoft account.

    1551091179form Screenshot 10

    Please check your account settings if you need to allow some access submissions to the File Box. Please check these helpful guides:

    https://help.infusionsoft.com/help/user-permissions-application

    https://help.infusionsoft.com/help/upload-and-store-files-on-a-contact-record

    https://help.infusionsoft.com/help/create-and-manage-contacts

    Looking forward to your response.

    Thanks.