Send data from Infusionsoft (Keap) to Excel

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Send Infusionsoft (Keap) Data to Excel Automatically

Connecting your Infusionsoft (Keap) marketing and sales data to Excel enables comprehensive analysis of customer journeys, campaign performance, and sales pipeline health directly in your preferred spreadsheet environment. Kondado provides a direct integration that replicates your CRM and marketing automation data to Excel on a configurable schedule, eliminating manual exports and ensuring your workbooks contain current information. Whether you are tracking opportunity stages, analyzing product catalogs, or monitoring tag-based segmentation, your data arrives formatted and ready for analysis.

Kondado is a data integration platform that connects Infusionsoft (Keap) to Excel, replicating five distinct pipelines including Campaigns, Products, Tags, Opportunity Stages, and Opportunities with 139 total fields. The platform updates your Excel workbooks automatically on your chosen schedule, from every five minutes to daily intervals, without requiring coding or technical infrastructure.

Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required

What You Can Do with Infusionsoft (Keap) Data in Excel

Replicate your Campaigns pipeline to Excel to build custom performance dashboards tracking active_contact_count and completed_contact_count metrics, enabling precise ROI calculations for your marketing initiatives. The Opportunities pipeline brings opportunity_title, estimated_close_date, and projected_revenue_low fields into your spreadsheets, allowing sales teams to create forecasting models and track progression through Opportunity Stages directly in familiar Excel formulas and pivot tables. With Products data including sku, product_name, and product_price automatically available in Excel, inventory analysts can merge Keap catalog information with external datasets to generate comprehensive pricing reports and stock management worksheets.

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Infusionsoft (Keap) data available for Excel

5
available pipelines
139
extractable fields

Available integrations

Integration Description
Campaigns Includes fields such as active_contact_count, completed_contact_count, and date_created, allowing detailed analysis of campaign performance.
Products Contains information on id, sku, product_name, and product_price, essential for managing the product catalog.
Tags Features fields such as id, name, and description, enabling effective organization and categorization of contacts.
Opportunity Stages Includes stage_id, stage_name, and stage_order, crucial for tracking the progress of sales opportunities.
Opportunities Contains fields such as opportunity_title, estimated_close_date, and projected_revenue_low, essential for sales management.
Campaigns
Includes fields such as active_contact_count, completed_contact_count, and date_created, allowing detailed analysis of campaign performance.
Products
Contains information on id, sku, product_name, and product_price, essential for managing the product catalog.
Tags
Features fields such as id, name, and description, enabling effective organization and categorization of contacts.
Opportunity Stages
Includes stage_id, stage_name, and stage_order, crucial for tracking the progress of sales opportunities.
Opportunities
Contains fields such as opportunity_title, estimated_close_date, and projected_revenue_low, essential for sales management.

Try out all the features for free for 14 days

How to send Infusionsoft (Keap) data to Excel

Sync data automatically — no code, no manual exports.

1
Connect Infusionsoft (Keap) to Kondado

Authenticate your Infusionsoft (Keap) account through Kondado's interface by providing your API credentials, allowing the platform to access your marketing and sales data for replication.

2
Configure Excel Destination

Set up Excel as your destination by connecting your Microsoft 365 account and specifying the target workbooks where your replicated data will reside, ensuring proper access permissions for your analysis team.

3
Select Pipelines and Schedule

Choose which Infusionsoft (Keap) pipelines to replicate, such as Campaigns, Opportunities, or Products, and define your update frequency from five-minute intervals to daily schedules based on your reporting requirements.

Try out all the features for free for 14 days

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Frequently Asked Questions (FAQ)

Answers about sending Infusionsoft (Keap) data to Excel automatically

How does Kondado replicate Infusionsoft (Keap) data to Excel?
Kondado connects to your Infusionsoft (Keap) account through a direct integration and automatically extracts data from your selected pipelines. The platform then loads this information into your Excel workbooks on a configurable schedule you define, handling the technical replication process without requiring manual CSV exports or complex API configurations.
What Infusionsoft (Keap) data can I export to Excel?
You can replicate five distinct pipelines containing 139 fields total, including Campaigns with performance metrics, Products with catalog details, Tags for contact organization, and both Opportunities and Opportunity Stages for sales tracking. This covers your marketing automation data, CRM records, and sales pipeline information for comprehensive analysis in Excel.
How often does Infusionsoft (Keap) data update in Excel?
Kondado updates your Excel workbooks on a configurable schedule that you control, with options ranging from every five minutes to hourly or daily intervals. This near-real-time replication ensures your spreadsheets reflect current campaign performance and opportunity status without manual refresh processes.
Can I combine Infusionsoft (Keap) data with other sources in Excel?
Yes, Kondado can replicate data from multiple sources into your Excel environment, allowing you to merge Infusionsoft (Keap) marketing data with information from BigQuery, PostgreSQL, or other supported platforms. This enables comprehensive cross-platform analysis within your existing Excel workflows.
What format does Infusionsoft (Keap) data arrive in Excel?
Data arrives as structured datasets within your Excel workbooks, with each pipeline representing distinct tables containing all available fields such as campaign counts, product SKUs, and opportunity details. The formatted data integrates seamlessly with Excel's native formulas, pivot tables, and charting tools for immediate analysis.
Do I need technical skills to connect Keap to Excel?
No coding is required to establish the connection between Infusionsoft (Keap) and Excel through Kondado's interface. The platform manages API authentication and data transformation automatically, allowing marketing analysts and sales professionals to configure pipelines through a visual setup process.
Can I send Keap data to other destinations besides Excel?
Yes, Kondado supports multiple destinations for your Infusionsoft (Keap) data, including Google Sheets, Power BI, Looker Studio, and BigQuery. You can replicate the same pipelines to different tools simultaneously based on your team's specific needs.
How do I track sales opportunities from Keap in Excel?
Select the Opportunities and Opportunity Stages pipelines during configuration to replicate fields including opportunity_title, estimated_close_date, projected_revenue_low, and stage progression data. This creates a live sales dataset in Excel where you can build custom forecasting models and track deal movement through your pipeline stages.

Try out all the features for free for 14 days