InfusionSoft has the option to directly sync with TrustFile.
To begin the sync, you need to authorize TrustFile to connect to InfusionSoft. To do this:
- Log into TrustFile
- Click Data Sources
- Click the InfusionSoft logo
- On the pop-up window, re-name the connection if you have multiple storefronts that you need to connect and choose the date in which you would like the sync to begin (This date should align with the earliest date you need to include for your current returns only). Click Connect
- Click Authorize and a pop-up window will appear asking for your InfusionSoft URL to establish the connection
- Once you see the Success page the sync will begin
Note: The initial sync can take some time depending on how much information needs to be imported. If you do not see all of your transactions from InfusionSoft in TrustFile within 24 hours please reach out to Avalara Support. After the initial sync InfusionSoft will sync every 6 hours.