You can integrate with Infusionsoft so that all settled transactions that are processed in Stewardship automatically flow into Infusionsoft’s platform. Donors are identified in both systems by their email addresses so you will want to make sure that a donor’s email address in Stewardship matches their email address associated with them in Infusionsoft. Once you authorize the connection our systems will sync every 10 minutes.
To integrate with Infusionsoft, first click on the Reports tab, then Data Export, and then click on Infusionsoft. Once on this page, click on Authorize.
You will then be taken to Infusionsoft’s login page where you will enter your log in information. Then click on Log In.
After you click on Log In you will be taken back to Stewardship and you will see a green checkmark and a message that says, “Infusionsoft integration successful.”