{"id":10513,"date":"2017-06-20T12:53:25","date_gmt":"2017-06-20T07:23:25","guid":{"rendered":"http:\/\/convertplug.com\/plus\/?post_type=docs&#038;p=10513"},"modified":"2018-06-04T15:02:57","modified_gmt":"2018-06-04T09:32:57","slug":"sync-multiple-fields-data-infusionsoft","status":"publish","type":"docs","link":"https:\/\/convertplug.com\/plus\/docs\/sync-multiple-fields-data-infusionsoft\/","title":{"rendered":"How To Sync Multiple Fields Data With Infusionsoft?"},"content":{"rendered":"<p><strong>Third party sync allows you to synchronize your local campaigns with your third party mailer lists. By default, it synchronizes only the EMAIL field.<\/strong><\/p>\n<p>If you want to synchronize other fields, you need to use the same <strong>FIELD NAME<\/strong> in your form &amp; third party mailers for every individual field.<\/p>\n<hr \/>\n<p>In order to sync multiple Fields with Infusionsoft, you need to follow the given steps.<\/p>\n<p><strong>I. In Infusionsoft<\/strong><\/p>\n<p><em>i. Log in to your Infusionsoft account and navigate to <strong>Admin &gt; Settings<\/strong>.<\/em><\/p>\n<p><a href=\"http:\/\/convertplug.com\/plus\/wp-content\/uploads\/sites\/4\/2017\/06\/settings-1-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2189 size-full\" src=\"http:\/\/convertplug.com\/plus\/wp-content\/uploads\/sites\/4\/2017\/06\/settings-1-1.jpg\" alt=\"Admin Settings in Infusionsoft\" width=\"2048\" height=\"1259\" title=\"How To Sync Multiple Fields Data With Infusionsoft?\"><\/a><\/p>\n<p><em>ii. Select &#8220;<strong>Contact<\/strong>&#8221; in the drop down menu and click on &#8220;<strong>Go<\/strong>&#8220;<\/em><\/p>\n<p><a href=\"\/plus\/wp-content\/uploads\/sites\/4\/2017\/06\/Select-Contact-in-Infusionsoft.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2195 size-full\" src=\"\/plus\/wp-content\/uploads\/sites\/4\/2017\/06\/Select-Contact-in-Infusionsoft.jpg\" alt=\"Select Contact in Infusionsoft\" width=\"2048\" height=\"1259\" title=\"How To Sync Multiple Fields Data With Infusionsoft?\"><\/a><\/p>\n<p><em>iii. Enter the field name<\/em><br \/>\nThe name is the field label displayed within an Infusionsoft record.<\/p>\n<p><a href=\"\/plus\/wp-content\/uploads\/sites\/4\/2017\/06\/field-name-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2190 size-full\" src=\"\/plus\/wp-content\/uploads\/sites\/4\/2017\/06\/field-name-1.jpg\" alt=\"Enter a Field name in Infusionsoft\" width=\"2048\" height=\"1259\" title=\"How To Sync Multiple Fields Data With Infusionsoft?\"><\/a><\/p>\n<p><strong><em>It should be short, descriptive and include at least one alphanumeric character. This is a \u201cbackend\u201d field name. You can customize contact field names when using them on prospect \/ customer facing forms and landing pages. Save the field.<\/em><\/strong><\/p>\n<hr \/>\n<p><strong>II. In ConvertPlus<\/strong><\/p>\n<p><em>i. Create and Design a Module. Open it in the Editor. Click on Form Designer.<\/em><\/p>\n<p><a href=\"\/plus\/wp-content\/uploads\/sites\/4\/2017\/06\/form-designer-4.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2191 size-full\" src=\"\/plus\/wp-content\/uploads\/sites\/4\/2017\/06\/form-designer-4.jpg\" alt=\"Select Form Designer in ConvertPlug Editor\" width=\"2048\" height=\"1259\" title=\"How To Sync Multiple Fields Data With Infusionsoft?\"><\/a><\/p>\n<p><em>ii.\u00a0Add a New field<\/em><\/p>\n<p><a href=\"\/plus\/wp-content\/uploads\/sites\/4\/2017\/06\/field-name-in-ConvertPlug-Editor-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2196 size-full\" src=\"\/plus\/wp-content\/uploads\/sites\/4\/2017\/06\/field-name-in-ConvertPlug-Editor-1.jpg\" alt=\"field name in ConvertPlug Editor\" width=\"2048\" height=\"1259\" title=\"How To Sync Multiple Fields Data With Infusionsoft?\"><\/a><\/p>\n<p><strong><em>&#8211; Make sure that name of the field is the same as that of the corresponding field in Infusionsoft.<\/em><\/strong><\/p>\n<p><em>iii. Save and Publish<\/em><\/p>\n<hr \/>\n<p>In order to see a rough relation between the field names used in Infusionsoft, and those used in ConvertPlus, you can refer to the following table.<\/p>\n<p>&nbsp;<\/p>\n<table>\n<tbody>\n<tr>\n<th>Sr. No.<\/th>\n<th>Field Name<\/th>\n<th>Field Tag (To be added to ConvertPlus Form)<\/th>\n<\/tr>\n<tr>\n<td style=\"text-align: center\">1.<\/td>\n<td style=\"text-align: left\">First Name<\/td>\n<td style=\"text-align: left\"><code>FirstName<\/code><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center\">2.<\/td>\n<td style=\"text-align: left\">Last Name<\/td>\n<td style=\"text-align: left\"><code>LastName<\/code><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center\">3.<\/td>\n<td style=\"text-align: left\">Billing Information<\/td>\n<td style=\"text-align: left\"><code>BillingInformation<\/code><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center\">4.<\/td>\n<td style=\"text-align: left\">Email 2<\/td>\n<td style=\"text-align: left\"><code>EmailAddress2<\/code><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center\">5.<\/td>\n<td style=\"text-align: left\">Address 2 &#8211; Street 1<\/td>\n<td style=\"text-align: left\"><code class=\"\">Address2Street1<\/code><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center\">6.<\/td>\n<td style=\"text-align: left\">Contact Notes<\/td>\n<td style=\"text-align: left\"><code class=\"\">ContactNotes<\/code><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>You can also refer to <a href=\"https:\/\/developer.infusionsoft.com\/docs\/table-schema\/\" target=\"_blank\" rel=\"noopener\">this<\/a> for more fields.<\/strong><\/p>\n<p><strong>For more information about the Custom Fields in Infusionsoft, click <a href=\"http:\/\/help.infusionsoft.com\/userguides\/get-started\/create-custom-fields\/create-custom-fields\" target=\"_blank\" rel=\"noopener\">here<\/a>.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Third party sync allows you to synchronize your local campaigns with your third party mailer lists. By default, it synchronizes only the EMAIL field. If you want to synchronize other fields, you need to use the same FIELD NAME in your form &amp; third party mailers for every individual field. In order to sync multiple [&hellip;]<\/p>\n","protected":false},"author":23,"featured_media":0,"template":"","meta":{"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"docs_category":[23],"docs_tag":[],"class_list":["post-10513","docs","type-docs","status-publish","hentry","docs_category-mailer-sync"],"_links":{"self":[{"href":"https:\/\/convertplug.com\/plus\/wp-json\/wp\/v2\/docs\/10513","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/convertplug.com\/plus\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/convertplug.com\/plus\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/convertplug.com\/plus\/wp-json\/wp\/v2\/users\/23"}],"version-history":[{"count":2,"href":"https:\/\/convertplug.com\/plus\/wp-json\/wp\/v2\/docs\/10513\/revisions"}],"predecessor-version":[{"id":22276,"href":"https:\/\/convertplug.com\/plus\/wp-json\/wp\/v2\/docs\/10513\/revisions\/22276"}],"wp:attachment":[{"href":"https:\/\/convertplug.com\/plus\/wp-json\/wp\/v2\/media?parent=10513"}],"wp:term":[{"taxonomy":"docs_category","embeddable":true,"href":"https:\/\/convertplug.com\/plus\/wp-json\/wp\/v2\/docs_category?post=10513"},{"taxonomy":"docs_tag","embeddable":true,"href":"https:\/\/convertplug.com\/plus\/wp-json\/wp\/v2\/docs_tag?post=10513"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}