Infusionsoft - Configure for Automated Fulfillment


This article outlines the steps required to configure your Infusionsoft integration.

  1. Configure product SKUs
  2. Gather shipping methods
  3. Gather API credentials
  4. Enable API access
  5. Enable inventory tracking
  6. Review order status
  7. Enable custom fields

Configure product SKUs

Stock Keeping Units (SKUs) are merchant-defined codes that uniquely identify products in a warehouse. It is critical that the SKUs defined in Infusionsoft are identical to the SKUs loaded into your fulfillment provider's warehouse management system.

Configure SKUs in Infusionsoft.

Gather shipping methods

As part of the third-party fulfillment setup, the shipping methods offered in the eCommerce system must be mapped to the corresponding shipping codes used by the fulfillment provider.

Gather shipping methods from Infusionsoft.

Gather API credentials

The API (Application Programming Interface) allows for automated communication between connected systems. In order to enable API access, the required credentials must be gathered from Infusionsoft.

Gather API credentials in Infusionsoft.

Enable API access

Enter the credentials in your PackageBee store to enable API access.

Enable API access in PackageBee.

Enable inventory tracking

Inventory tracking is supported in your Infusionsoft integration.

Enable inventory tracking for Infusionsoft.

Review order status

When you set the connection to Enabled, PackageBee begins the process of sending orders from the eCommerce cart to your fulfillment provider.

Review order status for Infusionsoft.

Enable custom fields

Custom fields can be created in Infusionsoft for PackageBee to populate tracking number, ship date, and other information.

Enable custom fields in Infusionsoft.

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