Follow

RC Settings: Refresh Custom Fields From Infusionsoft

Note: If following the instructions in this article doesn't work, please try logging out of your Revenue Conduit account and logging back in. If that still doesn't work please email support@revenueconduit.com.

Frequently, you may create NEW Custom Fields in your Infusionsoft that you would like to utilize in one of Revenue Conduit's Admin features.

This article explains how to use the Refresh Fields Button feature inside of Revenue Conduit's Admin interface.

How To Refresh Your Fields from your Infusionsoft:  

  1. First, create the NEW Infusionsoft Custom Field you'd like to use in Revenue Conduit (you can refer to your Infusionsoft's documentation for creating new custom fields)
  2. Login to your Revenue Conduit Account at https://admin.revenueconduit.com/
  3. Click Infusionsoft - <app name>
  4. Click the menu feature where you need to see your updated Infusionsoft Fields (we're using the Field to Field Sync feature in the example below)

  5. In the Top Right of the screen, click the Refresh Fields Button so that Revenue Conduit requests a list of your most up-to-date Fields/Properties from your Infusionsoft.
    NOTE: You may need to wait a few minutes and refresh the page to see the tag created and associated with the Product or Category you selected. If neither of those work, please Logout of Revenue Conduit and then log back in, again.
  6. That's it! But to see a picture of this entire Interface, click here.

 

Infusionsoft/Revenue Conduit Features that will Utilize this Refresh Fields Button:

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk