Initial Export of Customers and Orders to Infusionsoft

Introduction

Connex can imports customers and orders to Infusionsoft one by one. It is not meant to handle several years or months worth of data. We recommend exporting a spreadsheet of data and sending it to Infusionsoft.

Export Customers or Transactions using QODBC

QuickBooks offers a thirty day free trial of QODBC. This software queries QuickBooks and exports any data to Excel. You must set up the software, open Excel, and tell QODBC what data to export.

Set-Up QODBC

Here are the steps:

  1. Open QuickBooks as an administrator.
  2. On the top menu, go to File > Utilities > Export > Configure ODBC.
  3. You will be prompted to install QODBC. Install the thirty day trial.

Create Excel Query for Customers

You must query QB for customers:

  1. Open Excel.
  2. Click on another cell, then click the cell on the very top left.
  3. On the top menu of Excel, click Data > From Other Sources > From Microsoft Query.
  4. Under the databases tab, choose QuickBooks data: 
  5. QuickBooks will prompt you for permission. Click OK.
  6. From the dialog, select invoice and click the right arrow: 
  7. Keep clicking next.
  8. When prompted to return to Excel, click OK.

Here is a sample spreadsheet from the export.

Infusionsoft will provide a sample spreadsheet to import contacts. Change the headers on the QuickBooks spreadsheet to match the ones from Infusionsoft. For more details on the Infusionsoft contact exporter, see this article.

Create Excel Query for Invoice

The invoices are held in one table, but the line items are held in another table. We will export two separate spreadsheets:

Invoices

Here are the steps:

  1. Open Excel.
  2. Click on another cell, then click the cell on the very top left.
  3. On the top menu of Excel, click Data > From Other Sources > From Microsoft Query.
  4. Under the databases tab, choose QuickBooks data: 
  5. QuickBooks will prompt you for permission. Click OK.
  6. From the dialog, select invoice and click the right arrow: 
  7. Click next.
  8. We recommend filtering the TimeCreated column by a short date range: 
  9. Click next.
  10. Click finish.

Invoice Line Items

Here are the steps:

  1. In the same spreadsheet, go to the bottom bar.
  2. Click the plus sign to add another sheet.
  3. Click on another cell, then click the cell on the very top left.
  4. On the top menu of Excel, click Data > From Other Sources > From Microsoft Query: 
  5. Under the databases tab, choose QuickBooks data.
  6. QuickBooks will prompt you for permission. Click OK.
  7. From the dialog, select InvoiceLine and click the right arrow: 
  8. Click next.
  9. As before, filter on the time created column.
  10. Click next.
  11. Click finish.

You now have two spreadsheets of data from QuickBooks.

Infusionsoft

Infusionsoft has a tool for internal use that allows importing from a spreadsheet. It is not supported and importing. Here is their response from support:

We don't have a developer tool since the Infusionsoft API is used for developers that are wanting to create tools. We have an import function that is a restricted import tool that was built for internal use. I want to be very clear and can't stress this enough that it is NOT supported. We can turn it on and it can be used. This takes a special process where the account owner will have to come into our normal support channels and request it is enabled. The support rep will then send an email through the case after verifying information. The account holder must accept that this tool was built for a few people who know how to use it to import data and incorrectly using this tool can break the application. If it breaks the application then a data restore IF possible would be an additional charge to fix the problems caused.

Again this isn't supported and support can turn it on or off. Whoever does the import must know what they are doing or incorrect information has most commonly been known to cause orders to stop all auto charging in the entire application.

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