Step 3 – Configure Infusionsoft Settings

June 2, 2011 by

3.1 – Open two browser windows and a plain text editor

  1. Open a browser window, and in it go to your WordPress site, log in and go to the SubscriptionBoss plugin settings page by clicking the settings link in the SubscriptionBoss section on the left side of the dashboard.
  2. Open another browser window and log into your Infusionsoft account.
  3. Open a plain text editor window, like Notepad on Windows or TextEdit on a MAC.
  4. Paste the following five lines of text into the text editor. Make sure they are all on different lines just as they are shown here. These will be the labels for each of the values you are about to paste.
    • Infusionsoft API Signature : 
    • Infusionsoft Contact Profile : 
    • Infusionsoft Contact Transaction : 
    • Infusionsoft Subscription Profile: 
    • Infusionsoft Order Transaction : 
  5. Save the text file to your desktop, (any file name will do), but don’t close the file.
  6. Leave both browser windows and the notepad window, open as we will be flipping between all three windows soon.

3.2 – Add PayPal Payment Type to Infusionsoft

  1. From the main navigation menu click on the E-Commerce Tab Settings tab
  2. On the left, click on the Orders tab on the left.
  3. Scroll down to the Billing section and add PayPal to the list of payments types. Do this by typing PayPal into the box directly underneath the other payment types. Please note that there are 2 upper case ‘P’s in PayPal
  4. Click on the Save button, at the very bottom of the page

3.3 – Save Your Infusionsoft API Signature

  1. Click on the Admin Settings tab
  2. Then click the Application tab on the left
  3. Then scroll down the page and copy your Infusionsoft Encrypted Key. It is a very long string of characters.
  4. Go to your open text editor window, and paste the string you just copied next to the label Infusionsoft API Signature and click on Save, to save the contents of the text file. You have just saved your Infusionsoft API Signature in a safe place.

3.4 – Save Your Infusionsoft Contact Profile and Transaction Ids

  1. In your Infusionsoft menu, click on Admin Settings tab
  2. If you are not already there, on the left, click on the General tab on the left.
  3. In the Custom Fields section, select Contact from the dropdown and then click on Go.
  4. At the top of the page, select Field from the dropdown and then click on the Add button.
  5. Type paypal_profile_id for the field name and click the Save this Field button
  6. In the same way, add another field called paypal_transaction_id, and then click the Save this Field button
  7. Next, click the View the field database names (for the API) link which you will find as indicated below.
    View database names
  8. A pop-up window appears with a list of labels, types and database names. Carefully copy the database name for the paypal_profile_id field that you just created.
  9. Go to your open text editor window, and paste the string you just copied next to the Infusionsoft Contact Profile : label
  10. Carefully copy the database name for the paypal_transaction_id field that you just created
  11. Go to your open text editor window, and paste the string you just copied next to the Infusionsoft Contact Transaction : label

3.5 – Save Your Infusionsoft Subscription Profile Id

  1. In your Infusionsoft menu, click on Admin Settings tab
  2. If you are not already there, on the left, click on the General tab on the left.
  3. In the Custom Fields section, select Subscription from the dropdown and then click on Go.
  4. At the top of the page, select Field from the dropdown and then click on the Add button.
  5. Type paypal_profile_id for the field name and click the Save this Field button
  6. Next, click the View the field database names (for the API) link.
  7. A pop-up window appears with a list of labels, types and database names. Carefully copy the database name for the paypal_profile_id field that you just created
  8. Go to your open text editor window, and paste the string you just copied next to the Infusionsoft Subscription Profile : label

3.6 – Save Your Infusionsoft Order Transaction Id

  1. In your Infusionsoft menu, click on Admin Settings tab.
  2. If you are not already there, select the General tab on the left.
  3. In the Custom Fields section, select Order from the dropdown and then click on Go.
  4. At the top of the page, select Field from the dropdown and then click on the Add button.
  5. Type paypal_transaction_id for the field name and click the Save this Field button
  6. Next, click the View the field database names (for the API) link.
  7. A pop-up window appears with a list of labels, types and database names. Carefully copy the database name for the paypal_transaction_id field that you just created.
  8. Go to your open text editor window, and paste the string you just copied next to the Infusionsoft Order Transaction : label

3.7 – Add Prefixes To Saved Values

  1. Next, still in your text editor, change the last four values you saved there (i.e everything except the encrypted key), by prefixing each of them with an underscore. For example paypaltransactionid becomes _paypaltransactionid
  2. When you are finished your text file should look something like this. (Of course, yours will not have zzzzz or xxxxxx values, they will instead be the values you pasted. But note you must have the underscores, as shown here marked in red.)
    • Infusionsoft Encrypted Key : zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz
    • Infusionsoft Contact Profile : _xxxxxxxx
    • Infusionsoft Contact Transaction : _xxxxxxxx
    • Infusionsoft Subscription Profile: _xxxxxxxx
    • Infusionsoft Order Transaction : _xxxxxxxx

3.8 – Add Saved Values To SubscriptionBoss

  1. Next, copy and paste all five saved values (just the values, not the labels), one at a time, from the text file to the SubscriptionBoss settings page on your WordPress site. The fields in SubscriptionBoss are given the same name as the labels you have in your text editor. Make sure you match the right value with the right field in SubscriptionBoss.
  2. Next, scroll to the bottom of the SubscriptionBoss Settings page and and click on the Save Changes button.
Filed Under: Setting Up