Support

August 20, 2015 at 2:35 pm

Hello, I looked at your project requires and unfortunately the current Infusionsoft integration does not meet most of those needs. Here is an overview of what happens when a registration takes place:

This information is transferred to Infusionsoft:

First name
Last name
Email

Street Address
Address 2
City
State/Province
Country
Phone

The information above can be found in Infusionsoft –> Contacts –> General.

The address is also copied to Infusionsoft –> Contacts –> Address.

A note is made by Event Espresso to Infusionsoft –> Contacts –> Person Notes.

Custom questions can be sent over by using a function to match the fields:

https://gist.github.com/lorenzocaum/fdaaf3f643004cf26856

You can also tag contacts by using a meta field in the event editor or you can use a global tag:

https://gist.github.com/lorenzocaum/7797559808aa8e939dad

An invoice is also created which includes the event name and amount paid.

The only time that a transfer occurs with Infusionsoft is during a front-end registration.

1. Free Admission registrants do not get entered into IS

This would require custom coding as all registrants are currently sent to Infusionsoft.

2. In EE4 we have an amount net of tax and then show tax in the invoice (Australia). The amount that goes into IS is net of tax. Is there something we are missing here like a setting in IS?

I’m not sure about this so I’ll find out and post another reply.

3. Once the registrant is scanned in at the event and becomes an attendee is there some way we can trigger IS to have a change of status?

This would also require custom coding.

4. If a registration is cancelled in EE4 will this also reflect in IS?

Information is transferred from Event Espresso 4 to Infusionsoft during a front end registration. Canceling a registration does not update Infusionsoft.

5. If we put a payment into EE4 (say registrant used the invoice payment type), does this reflect in iS?

No, this would not be added to Infusionsoft.

6. If we need to move a registrant from one event to another, how do we do this in EE4? And does this reflect in IS?

The registration would need to be cancelled and then a new one manually created:

https://eventespresso.com/wiki/manually-add-registrant-wordpress-dashboard/

Infusionsoft would not be notified of the change.

7. We have noticed that if a user is already in IS (say from a nurture campaign), and then subsequently orders, this order is not shown in IS

Are you referring to the information not being transferred over to Infusionsoft?

8. When a customer uses the invoice payment method and then subsequently pays, this payment doesn’t seem to be reflected in IS

Infusionsoft is not notified of manual payments that are added.

9. How do we add people into EE4 that have booked and paid offline? And then how do we make it so it reflects in IS?

The workaround would be to register them through the front-end event page. Then add a payment to their transaction in the WP dashboard.

—
Lorenzo