Setting up the Infusionsoft integration can happen in one of two ways. The easiest way is to use the Signup with Infusionsoft feature. Click the button below in order to sign up for Chartly using your Infusionsoft account.
This is a screenshot of what you will see on this page:
Click on the "Sign up with Infusionsoft" button and you will be directed to the Infusionsoft website where you will give Chartly permission to access your Infusionsoft data.
After granting Chartly access to your Infusionsoft account, Chartly will be loading your dashboard data. Depending on the number of contacts and/or payments in your account this can take up to an hour to complete. Chartly will send you an email when this process is complete.
After the import process is complete, you can view your Infusionsoft dashboard here:
Here is a screenshot of an Infusionsoft dashboard.
This dashboard is intended to give you a high level view of your Infusionsoft account. for more details data you can click the links at the top of your dashboard to view metrics around your Contacts or Payments.
Clicking on the "Contacts" link at the top of your dashboard will take you to a screen like the one below.
This dashboard shows the growth of your email list over last twelve months in the stats bar at the top of the page.
It also shows the number of contacts added each month in an area chart.
Clicking on the "Payments" link at the top of your dashboard will take you to a screen like the one below.
This view provides details around your Infusionsoft payments and refunds.
It also includes a powerful feature that allows you to compare your payments over several different time periods including Year to Date (YTD), Last 30 days, Last 3 Months, Last 6 months, or Latest full years.
Upon selecting a new filter, the sales and refunds charts will update to display a comparison of the time period selected. For YTD, it will display the year to date information for the current year and the exact same time period in the previous year. This allows you to get comparisons to see how your business is growing over time and when you need to make improvements to keep growing.
If you have any questions on how to use the Chartly Infusionsoft integration please email us at firstname.lastname@example.org or you can chat with us directly using the chat feature on this page.