How do I enable the Infusionsoft API and generate an API Key?
Reference Number: AA-00442
Most of the API setup must be completed outside of Infusionsoft. It involves programming custom code that will allow your external system (i.e. shopping cart, member site, etc.) to communicate with Infusionsoft. Visit the Developer's Center for more information.
Only two tasks are required inside of Infusionsoft. First, you must generate an API key. Then, you'll want to set up the actions you want to trigger through the API.
To Enable the API:
Go to Admin > Settings in the master nav.
Click on Application in the settings menu.
Go to the API section and enter an API Passphrase. This phrase is used one time to generate the API Key - any phrase will do. (Optional) You can also enter a list of allowed IP addresses to restrict access.
Click on to generate the API key. This key is used in the API coding to authenticate the secure connection.
To Set Up Actions:
You have 3 options.
Marketing > Settings > Action Sets: Create action sets that trigger based on unique activities that occur in the external system. The API will trigger the action set by referencing the ID assigned to it in Infusionsoft. Although the API does not trigger action sets based on name, it is smart to use a naming convention that helps you keep track of the purpose (e.g. incoming API - new member).
Admin > Settings > Application: You can set up one action set that triggers when a contact record is created through the API and another that triggers when a contact record is updated through the API. You are limited to one action set for each purpose. These are most commonly used when you are using the API solely to feed in leads and need to assign the leads through a round robin.
You can also use the API to trigger individual actions instead of setting up an action set and use tag, sequence, email template IDs instead of setting up an action set in Infusionsoft. This may be required if there are multiple follow-up scenarios based on the data being fed into Infusionsoft through the API.