This article is updated to our latest release, which is being rolled out to all Users gradually.
If you see a Schedule button in the top navigation menu, you are viewing the updated version of OnceHub. Otherwise, you can expect to see this in the near future. Please contact us with any questions.
The Infusionsoft connector setup wizard includes 5 steps: Creation, Classification, Tagging, Mapping, and Tracking. Only ScheduleOnce Administrators can setup their Infusionsoft connector. You can access the Infusionsoft connector setup wizard by going to Setup -> ScheduleOnce setup, opening the lefthand side bar, and selecting CRM integration under Integrations.
ImportantYou must be connected to your Infusionsoft account to be able to set up the connector.
The Mapping step includes default account-level mapping recommended by ScheduleOnce and the option to map almost all ScheduleOnce fields to Infusionsoft fields. You can further define your field mapping by adding an Event type-level mapping. This will override account-level mappings when the Event type is selected when customers make a booking.
Note that bookings are created based on the default Infusionsoft account date format (mm/dd/yyyy). If your Infusionsoft account is set to dd/mm/yyyy, make sure to switch the date format to in the Mapping step.
In this article, you will learn how to map ScheduleOnce fields to Infusionsoft fields.
NoteThe same Infusionsoft field can be mapped to a ScheduleOnce field in the account-level mapping and to multiple Event types in the Event type-level mapping. When a booking is made, the Infusionsoft field is mapped by default to the account-level field mapping, or to the Event type-level mapping when the mapped Event types are selected.
ScheduleOnce fields are mapped to Infusionsoft fields by default. We do recommend to keep the mapping as is and not to remove mapped data from the integration. This will enable you to gather the basic customer and booking data in Infusionsoft.
The Customer email and Subject fields are mandatory fields in the ScheduleOnce Booking form and cannot be unchecked. However, you can choose to map them to different Infusionsoft fields.
Other ScheduleOnce fields can be mapped to different Infusionsoft fields and are not mandatory. You can remove them from the mapping by unchecking each field.
Adding new ScheduleOnce fields
You can add any ScheduleOnce fields and map them to Infusionsoft fields. This allows you to map any data tracked in ScheduleOnce to Appointment or Contact records.
- To add a ScheduleOnce field to the mapping, click the Add ScheduleOnce fields button.
- Select the ScheduleOnce fields you want to add and click Add fields. The ScheduleOnce field list includes all System fields and Custom fields organized by categories.
ImportantScheduleOnce fields requiring Customer input must be set as a mandatory field on the Booking form. Otherwise, the field will be automatically added to the Booking form at the time of the booking. Learn more about adding Custom fields to the Booking form
- In the Mapping step, select an Infusionsoft field from the drop-down list.
The Infusionsoft fields include all the fields stored in Infusionsoft (Custom and standard fields) that are the same field type as the selected ScheduleOnce field. Learn more about the supported and non-supported Infusionsoft field types
NoteThere is a two-way mapping between Infusionsoft and ScheduleOnce. For this reason, you can only map one ScheduleOnce field to one Infusionsoft field.
-> ScheduleOnce to Infusionsoft
When a booking is made, all data is mapped from ScheduleOnce to Infusionsoft.
<- Infusionsoft to ScheduleOnce
When scheduling with existing Infusionsoft contacts using Personalized links (Infusionsoft ID), Customer data is mapped from Infusionsoft to ScheduleOnce in order to prepopulate or skip the Booking form.
Congratulations! You’re done.