MSPBots WIKI : Keap Infusionsoft Public Datasets
Here are the published or Alpha version Keap Infusionsoft datasets that you can use to create the widgets and dashboards
In total, there are 18 publish/alpha Datasets
| Name | Description | Created Date | Last updated | Fields |
|---|---|---|---|---|
| Keap Task - API | ODS Dataset which generated from Keap Task | Jun 07, 2022 | Jun 07, 2022 | ["id", "tenant_code", "other_id", "sync_time", "completed", "completion_date", "contact_email", "contact_first_name", "contact_id", "contact_last_name", "creation_date", "description", "due_date", "modification_date", "priority", "remind_time", "title", "type", "url", "user_id"] |
| Keap Contact - API | ODS Dataset which generated from Keap Contact | Jun 07, 2022 | Jun 07, 2022 | ["id", "tenant_code", "other_id", "sync_time", "score_value", "addresses", "anniversary", "birthday", "company_company_name", "company_id", "company_name", "contact_type", "custom_fields", "date_created", "email_addresses", "email_opted_in", "email_status", "family_name", "fax_numbers", "given_name", "job_title", "last_updated", "lead_source_id", "middle_name", "owner_id", "phone_numbers", "preferred_locale", "preferred_name", "prefix", "social_accounts", "source_type", "spouse_name", "suffix", "time_zone", "website"] |
| Keap Opportunities | Fetch directly from the main table | Jun 07, 2022 | Dec 10, 2022 | ["id", "tenant_code", "sync_time", "other_id", "last_updated", "opportunity_notes", "affiliate_id", "opportunity_title", "date_created", "estimated_close_date", "next_action_notes", "stage_id", "stage_name", "stage_details", "stage_reasons", "next_action_date", "contact_id", "contact_email", "contact_first_name", "contact_last_name", "contact_company_name", "contact_job_title", "contact_phone_number", "projected_revenue_low", "include_in_forecast", "user_id", "user_first_name", "user_last_name", "projected_revenue_high"] |
| Keap Email - API | ODS Dataset which generated from Keap Email | Jun 07, 2022 | Jun 07, 2022 | ["id", "tenant_code", "sync_time", "other_id", "subject", "headers", "contact_id", "sent_to_address", "sent_to_cc_addresses", "sent_to_bcc_addresses", "sent_from_address", "sent_from_reply_address", "sent_date", "received_date", "opened_date", "clicked_date", "original_provider", "original_provider_id"] |
| Keap Infusionsoft Opportunities | For each opportunity, includes contact, stage and user details as well as open, close, and next action details. | Jun 08, 2022 | Dec 10, 2022 | ["opportunity_id", "user_first_name", "last_updated", "user_id", "projected_revenue_low", "user_last_name", "next_action_date", "opportunity_title", "stage_id", "id", "contact_last_name", "stage_probability", "stage_reasons", "opportunity_notes", "projected_revenue_high", "next_action_notes", "stage_name", "stage_target_num_days", "contact_email", "contact_id", "contact_first_name", "contact_company_name", "include_in_forecast", "contact_job_title", "contact_phone_number", "estimated_close_date", "stage_order", "date_created"] |
| Infusionsoft Emails | This dataset will pull all the email details. | Jun 08, 2022 | Dec 10, 2022 | ["sent_from_address", "sent_from_reply_address", "sent_date", "opened_date", "sent_to_cc_addresses", "sent_to_bcc_addresses", "contact_id", "headers", "received_date", "sent_to_address", "id", "subject"] |
| Infusionsoft Tasks | This dataset will pull all the tasks which have a valid user id. | Jun 08, 2022 | Dec 10, 2022 | ["other_id", "completed", "completion_date", "contact_last_name", "contact_first_name", "contact_id", "contact_email", "creation_date", "description", "due_date", "modification_date", "priority", "title", "type", "url", "user_id", "given_name", "family_name", "preferred_name"] |
| Keap Infusionsoft Contacts | A dataset containing the details for the contacts listed in the integration Keap Infusionsoft. | Jun 08, 2022 | Apr 23, 2023 | ["spouse_name", "last_updated", "preferred_name", "prefix", "other_id", "suffix", "preferred_locale", "middle_name", "owner_id", "opt_in_reason", "tag_ids", "anniversary", "given_name", "job_title", "website", "lead_source_id", "company_id", "source_type", "birthday", "email_status", "family_name", "company_name", "company_company_name", "contact_type", "notes", "time_zone", "date_created", "email_opted_in", "owner_given_name", "owner_family_name", "owner_preferred_name", "email", "current_tag_id", "current_tag", "nps_score_start_date", "nps_score", "nps_category", "nps_feedback"] |
| Keap Campaigns - API | ODS Dataset which generated from Keap Campaigns | Jun 13, 2022 | Jun 13, 2022 | ["id", "tenant_code", "sync_time", "other_id", "error_message", "date_created", "name", "active_contact_count", "published_status", "completed_contact_count", "published_time_zone", "time_zone", "published_date"] |
| Keap Infusionsoft Campaigns | A dataset containing the data for the integration Keap Infusionsoft Campaigns API (DW). | Jun 13, 2022 | Dec 10, 2022 | ["published_date", "locked", "completed_contact_count", "error_message", "time_zone", "published_time_zone", "published_status", "active_contact_count", "date_created", "created_by_global_id", "id", "name"] |
| Keap Tag Contact - API | ODS Dataset which generated from Keap Tag Contact | Jun 27, 2022 | Jun 27, 2022 | ["id", "tenant_code", "sync_time", "tag_id", "contact_id", "contact_email", "contact_first_name", "contact_last_name", "date_applied"] |
| Infusionsoft Contact Tags | This dataset extracts the applied list of tags to a given contact record | Jun 27, 2022 | Dec 10, 2022 | ["id", "first_name", "last_name", "email", "tag_name", "contact_id", "date_applied", "category_description", "category_name", "description", "owner_id", "date_created", "company_company_name", "current_tag"] |
| Keap Contact Model - API | ODS Dataset which generated from Keap Contact Model | Mar 02, 2023 | Mar 02, 2023 | ["id", "tenant_code", "sync_time", "other_id", "label", "record_type", "field_type", "field_name", "default_value", "options"] |
| Keap Infusionsoft Contact Tags for KPIs | This dataset lists the tags applied on contacts in the last 2 years including this year | May 30, 2023 | Jul 10, 2023 | ["contact_and_tag_id", "contact_first_name", "contact_last_name", "contact_name", "email", "company_name", "tag_name", "contact_id", "date_time_tag_applied", "date_tag_applied", "month_tag_applied", "quarter_tag_applied", "year_tag_applied", "category_description", "category_name", "description", "raw_lead", "qualified_lead", "new_client"] |
| Keap Infusionsoft Notes for KPIs | This dataset lists all notes created in the last 2 years including the current year | May 30, 2023 | Jul 10, 2023 | ["note_id", "title", "body", "note_type", "contact_id", "contact_name", "company_name", "assigned_user", "date_time_note_created", "date_note_created", "month_tag_applied", "quarter_tag_applied", "year_tag_applied", "first_time_appointment"] |
| Keap Infusionsoft Data for KPIs | This dataset aggregates contacts tags, notes, and opportunities from Keap for KPI widgets use | May 31, 2023 | Jul 10, 2023 | ["time_frame", "period", "raw_leads", "qualified_leads", "new_clients", "first_time_appointments", "mrr_added", "total_contract_value"] |
| Technology Marketing Toolkit PeerGroup Keap Infusionsoft Data | This dataset aggregates contacts tags, notes, and opportunities from Keap for Technology Marketing Toolkit PeerGroup | Jun 19, 2023 | Jul 20, 2023 | ["company", "period", "time_frame", "user_type", "group", "raw_lead", "qualified_lead", "new_client", "first_time_appointment", "mrr_added", "total_contract_value"] |
| Keap Infusionsoft Opportunities for KPIs | This dataset lists the opportunities closed in the last 2 years including this year | Jun 29, 2023 | Jul 30, 2023 | ["opportunity_id", "opportunity_title", "company_name", "stage_name", "date_created", "estimated_close_date", "contact_id", "contact_name", "contact_email", "opportunity_notes", "last_updated", "opportunity_type", "mrr", "final_opportunity_amount", "additional_mrr", "month_closed", "quarter_closed", "year_closed"] |