Overview of Infusionsoft Sync

Infusionsoft Sync lets you import all Infusionsoft contacts or contacts with Won Opportunities into Abacus as names. Once in Abacus, the Infusionsoft names can be maintained and then synced with Infusionsoft. Changes made in Infusionsoft to the integrated Infusionsoft contacts will be reflected in the associated Abacus names after a sync; changes made in Abacus to the Infusionsoft integrated names will be reflected in the Infusionsoft contacts after a sync.

Note that the InfusionSoft Sync PALS must be purchased and registered prior to setting up Infusionsoft Sync.

You can:

• Set up Infusionsoft Sync

• Perform Infusionsoft Sync manually