Connect Infusion Online
Enter your Infusion Online Licensee Id and Session Id so Tradie can reach your account.
Tradie connects to Infusion Online over the internet, so there is nothing to install. It needs two values that identify your Infusion Online account: a Licensee Id and a Session Id. Once they are entered, Tradie fetches your customers, products and job statuses, and signs up to hear about job changes as they happen in Infusion.
Before you start
- Your Licensee Id and Session Id. If you do not have them, ask Infusion for your Licensee Id and a Session Id for Tradie On The Move to use.
- An administrator login to the Scheduler. See Provision your business. Alternatively, send the two values to your Tradie contact or reseller and they will enter them for you.
The Session Id works like a password to your Infusion account. Send it through a secure channel, such as a password manager share or a phone call, rather than in a plain email.
Step by step: enter the connection details
- Log in to the Scheduler as an administrator.
- Open the hamburger menu and click Company Info.
- Under Infusion Connection Details, enter the Licensee Id.
- Enter the Session Id.
- Click Save.
The boxes come up empty each time you open the screen, even when the values are saved, so the Id is never shown on screen. Leave a box empty to keep the value already saved.
Check it worked
- Reopen Company Info and look at Registered Web Hooks. The job entry should say Registered.
- Open Infusion data sets and click Update next to Customers. Your Infusion customers should come through.
If the lists stay empty, one of the two values is probably wrong. Tradie does not test them when you save, so re-enter both and check again.
Troubleshooting
When you open the Scheduler, it may warn that job updates are not registered. Click Yes to open Company Info, then click the grey job entry under Registered Web Hooks to register it again. Job changes made in Infusion then reach Tradie as they happen.
See also
- Provision your business - setting up your company and its first login
- Company info - every field on the Company Info screen
- Check it arrived in Infusion - confirm work flows back once your team starts