Doing an export to InfusionSoft from MSSQL? Here’s How

So we had to export customers from our MSSQL Database to InfusionSoft Contacts CSV. This query will help you escape the crazy commas and ensure integrity of your resultant .csv file.

So what did we do? We joined our orders and payments tables so we could check orders and payments (duh). I only wanted people without an order or without successful payments (1 is authnet “good”). I also wanted only good emails (EMinvalid flag) and only customers since April. Since I don’t use some of the fields Infusionsoft does, I just pulled empty text (”). Pretty simple. You’ll have to edit this to get your fields obviously, but it should work pretty well for you.


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