THE STEP-BY-STEP

1. Purchase the building block or blocks you need in our Store (https://theapiguys.com/store/)

2. Look for the block you purchased in the Unfinished Business column on the left.

3. Each will have a link in the blue bar that says Configure and Install

4. You’ll be brought to our Configure and Install page. This page explains in detail what you’ll have to have handy in order to complete your installation. Please read through it carefully. In summary, you will need:

• Infusionsoft application name – you’re looking for the combination of numbers and letters BEFORE the .infusionsoft.com found in your browser url when you’re logged into Infusionsoft

• Your FTP credentials
  • server IP or domain name
  • your port number if it’s different than the default port 21
  • your FTP username and password
• Your Infusionsoft API key – in Infusionsoft go to Admin/Settings/Application, scroll down to the API section, if prompted set up an API passphrase, grab your key
• Possible additional service credentials that may be needed for your particular block, i. e., TelAPI, Twilio, Zapier, or WordPress . You will be prompted for these optional pieces under the Configure and Install button.

5. After you’ve read through the instructions and gathered all your credentials, it’s Go time. Click the big green “Configure and Install” button!

6. Follow the prompts & fill in your FTP credentials

7. Click Next, follow the prompts again. You’ve got everything handy, so this is a snap!

8. Click Next again. Bada bing, bada boom! You’re done! Don’t forget to download the quick start PDF for your building block. And remember, Pocket Developer is handier than a pocket on your shirt!

If at any time, you get stuck, don’t hesitate to reach out to us here at The API Guys. We’re here to make your life easier.

FREQUENTLY ASKED QUESTIONS:

Q. The installation process asks for my FTP credentials and Infusionsoft API key. Where do I find those?

A. You can find instructions for your Infusionsoft API Key at https://ug.infusionsoft.com/article/AA-00442/0/Infusionsoft-API-Key.html. We have an article that will help you track down your FTP login information for your webserver at https://theapiguys.com/blog-post/how-to-find-your-ftp-credentials/

Q. What do I do once I complete this process?

A. At this point, your Pocket Developer Building Block is ready to be used.

Q. Where do I find the documentation for my Pocket Developer Building Blocks?

A. All of our docummentation is kept in the Learning Center on our website at https://theapiguys.com/blog_category/documentation/. A search of the Learning Center will give you many great articles on how to configure your building blocks, how to use our Advanced Merge Field Notation, and our Idea Guides for using Pocket Developer Building Blocks in amazing and creative ways, so you can earn more profit with less effort.

Q. Where do I get help?

A. If you have questions, need help or want to share with our growing community, post in our Facebook Group at https://www.facebook.com/groups/infusionsoft.api.learners/