CSV Upload Orders

Get an export from your POS system of orders, then upload it into Infusionsoft using advanced field matching so you can track your ROI from your lead sources and marketing efforts

  1. Select “Upload Orders” as the upload type inside FusedTools.

  2. Upload your CSV file

  3. Match your files fields to your Infusionsoft fields.

  4. Select how you want us to break up individual items on each order based on your file.

  5. Select whether you want to de-duplicate orders and if so, which field we should use to match contacts.

  6. Select how you want us to match the orders to your contacts.

  7. Select any tags you want to apply

  8. Click GO

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Pricing

 
Task Allowance
CSV File Limit
Document Sending
Xero Tools
Geo Tools
 

Basic

150 / Month
500 Records / Day
50 / Month
  • Duplicate Order As Xero Invoice
  • Xero Invoice Creator
$50/month

Power User

500 / Month
1000 Records / Day
500 / Month
  • Duplicate Order As Xero Invoice
  • Xero Invoice Creator
  • Xero Invoice Sync
$90/month

Agency

1500 / Month
2500 Records / Day
1500 / Month
  • Duplicate Order As Xero Invoice
  • Xero Invoice Creator
  • Xero Invoice Sync
$150/month
Free Plan
50 Tasks / Month - 100 CSV Records / Day - 10 Documents / Month
(Geo & Xero Tools Not Included)

Get Instant Access Now – And Try It For FREE!

Try FusedTools Now - FREE

No Credit Card Required