Infusionsoft (Keap)

Infusionsoft (Keap) Sales API

The Sales API from Infusionsoft (Keap) — 3 operation(s) for sales.

GitHub OpenAPI

Operations 4

POST /rest/v2/sales/merchants/{id}:setDefault Set default Merchant Account #
GET /rest/v2/sales/transactions List Transactions #
GET /rest/v2/sales/payments List Payments #
POST /v2/sales/merchants/{id}:setDefault Set default Merchant Account #

Documentation

📖
Documentation
https://developer.keap.com/docs/restv2/
📖
APIReference
https://developer.keap.com/docs/restv2/
📖
Authentication
https://developer.keap.com/authentication/
📖
Documentation
https://developer.keap.com/docs/rest/
📖
APIReference
https://developer.keap.com/docs/rest/
📖
Documentation
https://developer.keap.com/docs/restv2Pipelines/
📖
APIReference
https://developer.keap.com/docs/restv2Pipelines/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/infusionsoft/refs/heads/main/openapi/infusionsoft-sales-api-openapi.yml

Other Resources

🔗
OAuth Guide
https://developer.keap.com/getting-started-oauth-keys/
🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/infusionsoft/refs/heads/main/asyncapi/infusionsoft-rest-hooks-webhooks.yml

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OpenAPI Specification

infusionsoft-sales-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Infusionsoft Sales API
  license:
    name: Apache 2.0
    url: https://www.apache.org/licenses/LICENSE-2.0
  version: '1.0'
  description: 'Operations tagged Sales across 4 of this provider''s published API definitions: infusionsoft-keap-sdk-v2-swagger-original.yml, infusionsoft-rest-v2-2025-11-05-openapi-original.json, infusionsoft-rest-v2-openapi-original.json, infusionsoft-rest-v2-openapi.json. Each path carries the servers of the definition it was published in.'
servers:
- url: https://api.keap.com/crm
- url: https://api.infusionsoft.com/crm/rest
- url: https://api.infusionsoft.com/crm
tags:
- name: Sales
paths:
  /rest/v2/sales/merchants/{id}:setDefault:
    post:
      tags:
      - Sales
      summary: Set default Merchant Account
      description: Sets the specified Merchant Account as the default Merchant Account.
      operationId: setMerchantGatewayAsDefault
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    servers:
    - url: https://api.keap.com/crm
  /rest/v2/sales/transactions:
    get:
      tags:
      - Sales
      summary: List Transactions
      description: Retrieves a list of sales transactions
      operationId: listTransactions
      parameters:
      - name: filter
        in: query
        description: 'Filter to apply, allowed fields are:

          - (String) `amount` - Allowable operators: "==","<=", "<", ">=", ">", "!="

          - (String) `order_id`

          - (String) `contact_id`

          - (String) `since_time`

          - (String) `until_time`

          - (String) `merchant_account_id`

          - (String) `merchant_account_type`

          - (String) `status`

          - (String) `transaction_method`

          - (String) `is_successful`


          You will need to apply the `==` operator to check the equality of one of the filters with your searched

          word, in the encoded form `%3D%3D`. For the filters listed above, here are some examples:

          - `filter=order_id%3D%3D123`

          - `filter=order_id%3D%3D123%3Bcontact_id%3D%3D567`'
        required: false
        schema:
          type: string
      - name: page_token
        in: query
        description: Page token
        required: false
        schema:
          type: string
      - name: order_by
        in: query
        description: 'Attribute and direction to order items.

          One of the following fields:

          - `amount`

          - `transaction_time`

          - `contact_id`


          One of the following directions:

          - `asc`

          - `desc`'
        required: false
        schema:
          type: string
      - name: page_size
        in: query
        description: Total number of items to return per page
        required: false
        schema:
          type: integer
          format: int32
          maximum: 1000
          minimum: 0
        example: 0
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ListTransactions'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    servers:
    - url: https://api.keap.com/crm
  /rest/v2/sales/payments:
    get:
      tags:
      - Sales
      summary: List Payments
      description: Retrieves a list of payments
      operationId: listPayments
      parameters:
      - name: filter
        in: query
        description: 'Filter to apply, allowed fields are:

          - (String) `id` - Allowable operators: "==",">",">=","<","<="

          - (List[String]) `ids`

          - (String) `amount` - Allowable operators: "==","<=", "<", ">=", ">", "!="

          - (String) `order_id`

          - (List[String]) `order_ids`

          - (String) `contact_id`

          - (String) `since_time`

          - (String) `until_time`

          - (String) `merchant_account_id`

          - (String) `merchant_account_type`


          You will need to apply the `==` operator to check the equality of one of the filters with your searched

          word, in the encoded form `%3D%3D`. For the filters listed above, here are some examples:

          - `filter=id%3D%3D123`

          - `filter=ids%3D%3D1,10,4,24`

          - `filter=order_id%3D%3D123%3Bcontact_id%3D%3D567`

          - `filter=order_ids%3D%3D1,2,3`'
        required: false
        schema:
          type: string
      - name: page_token
        in: query
        description: Page token
        required: false
        schema:
          type: string
      - name: order_by
        in: query
        description: 'Attribute and direction to order items.

          One of the following fields:

          - `id`

          - `amount`

          - `payment_time`

          - `contact_id`


          One of the following directions:

          - `asc`

          - `desc`'
        required: false
        schema:
          type: string
      - name: page_size
        in: query
        description: Total number of items to return per page
        required: false
        schema:
          type: integer
          format: int32
          maximum: 1000
          minimum: 0
        example: 0
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ListPayments'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    servers:
    - url: https://api.keap.com/crm
  /v2/sales/merchants/{id}:setDefault:
    post:
      tags:
      - Sales
      summary: Set default Merchant Account
      description: Sets the specified Merchant Account as the default Merchant Account.
      operationId: setMerchantGatewayAsDefaultUsingPOST
      parameters:
      - name: id
        in: path
        description: id
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                title: Error
                type: object
                properties:
                  cause:
                    title: Throwable
                    type: object
                    properties:
                      cause:
                        $ref: '#/components/schemas/Throwable'
                      localizedMessage:
                        type: string
                      message:
                        type: string
                      stackTrace:
                        type: array
                        items:
                          title: StackTraceElement
                          type: object
                          properties:
                            classLoaderName:
                              type: string
                            className:
                              type: string
                            fileName:
                              type: string
                            lineNumber:
                              type: integer
                              format: int32
                            methodName:
                              type: string
                            moduleName:
                              type: string
                            moduleVersion:
                              type: string
                            nativeMethod:
                              type: boolean
                      suppressed:
                        type: array
                        items:
                          $ref: '#/components/schemas/Throwable'
                  localizedMessage:
                    type: string
                  message:
                    type: string
                  stackTrace:
                    type: array
                    items:
                      title: StackTraceElement
                      type: object
                      properties:
                        classLoaderName:
                          type: string
                        className:
                          type: string
                        fileName:
                          type: string
                        lineNumber:
                          type: integer
                          format: int32
                        methodName:
                          type: string
                        moduleName:
                          type: string
                        moduleVersion:
                          type: string
                        nativeMethod:
                          type: boolean
                  suppressed:
                    type: array
                    items:
                      title: Throwable
                      type: object
                      properties:
                        cause:
                          $ref: '#/components/schemas/Throwable'
                        localizedMessage:
                          type: string
                        message:
                          type: string
                        stackTrace:
                          type: array
                          items:
                            title: StackTraceElement
                            type: object
                            properties:
                              classLoaderName:
                                type: string
                              className:
                                type: string
                              fileName:
                                type: string
                              lineNumber:
                                type: integer
                                format: int32
                              methodName:
                                type: string
                              moduleName:
                                type: string
                              moduleVersion:
                                type: string
                              nativeMethod:
                                type: boolean
                        suppressed:
                          type: array
                          items:
                            $ref: '#/components/schemas/Throwable'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                title: Error
                type: object
                properties:
                  cause:
                    title: Throwable
                    type: object
                    properties:
                      cause:
                        $ref: '#/components/schemas/Throwable'
                      localizedMessage:
                        type: string
                      message:
                        type: string
                      stackTrace:
                        type: array
                        items:
                          title: StackTraceElement
                          type: object
                          properties:
                            classLoaderName:
                              type: string
                            className:
                              type: string
                            fileName:
                              type: string
                            lineNumber:
                              type: integer
                              format: int32
                            methodName:
                              type: string
                            moduleName:
                              type: string
                            moduleVersion:
                              type: string
                            nativeMethod:
                              type: boolean
                      suppressed:
                        type: array
                        items:
                          $ref: '#/components/schemas/Throwable'
                  localizedMessage:
                    type: string
                  message:
                    type: string
                  stackTrace:
                    type: array
                    items:
                      title: StackTraceElement
                      type: object
                      properties:
                        classLoaderName:
                          type: string
                        className:
                          type: string
                        fileName:
                          type: string
                        lineNumber:
                          type: integer
                          format: int32
                        methodName:
                          type: string
                        moduleName:
                          type: string
                        moduleVersion:
                          type: string
                        nativeMethod:
                          type: boolean
                  suppressed:
                    type: array
                    items:
                      title: Throwable
                      type: object
                      properties:
                        cause:
                          $ref: '#/components/schemas/Throwable'
                        localizedMessage:
                          type: string
                        message:
                          type: string
                        stackTrace:
                          type: array
                          items:
                            title: StackTraceElement
                            type: object
                            properties:
                              classLoaderName:
                                type: string
                              className:
                                type: string
                              fileName:
                                type: string
                              lineNumber:
                                type: integer
                                format: int32
                              methodName:
                                type: string
                              moduleName:
                                type: string
                              moduleVersion:
                                type: string
                              nativeMethod:
                                type: boolean
                        suppressed:
                          type: array
                          items:
                            $ref: '#/components/schemas/Throwable'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                title: Error
                type: object
                properties:
                  cause:
                    title: Throwable
                    type: object
                    properties:
                      cause:
                        $ref: '#/components/schemas/Throwable'
                      localizedMessage:
                        type: string
                      message:
                        type: string
                      stackTrace:
                        type: array
                        items:
                          title: StackTraceElement
                          type: object
                          properties:
                            classLoaderName:
                              type: string
                            className:
                              type: string
                            fileName:
                              type: string
                            lineNumber:
                              type: integer
                              format: int32
                            methodName:
                              type: string
                            moduleName:
                              type: string
                            moduleVersion:
                              type: string
                            nativeMethod:
                              type: boolean
                      suppressed:
                        type: array
                        items:
                          $ref: '#/components/schemas/Throwable'
                  localizedMessage:
                    type: string
                  message:
                    type: string
                  stackTrace:
                    type: array
                    items:
                      title: StackTraceElement
                      type: object
                      properties:
                        classLoaderName:
                          type: string
                        className:
                          type: string
                        fileName:
                          type: string
                        lineNumber:
                          type: integer
                          format: int32
                        methodName:
                          type: string
                        moduleName:
                          type: string
                        moduleVersion:
                          type: string
                        nativeMethod:
                          type: boolean
                  suppressed:
                    type: array
                    items:
                      title: Throwable
                      type: object
                      properties:
                        cause:
                          $ref: '#/components/schemas/Throwable'
                        localizedMessage:
                          type: string
                        message:
                          type: string
                        stackTrace:
                          type: array
                          items:
                            title: StackTraceElement
                            type: object
                            properties:
                              classLoaderName:
                                type: string
                              className:
                                type: string
                              fileName:
                                type: string
                              lineNumber:
                                type: integer
                                format: int32
                              methodName:
                                type: string
                              moduleName:
                                type: string
                              moduleVersion:
                                type: string
                              nativeMethod:
                                type: boolean
                        suppressed:
                          type: array
                          items:
                            $ref: '#/components/schemas/Throwable'
      deprecated: false
    servers:
    - url: https://api.infusionsoft.com/crm/rest
components:
  schemas:
    PaymentMethod:
      type: object
      properties:
        contact_id:
          type: string
          description: The id of the contact the payment method is associated with.
          example: 123
        payment_method_id:
          type: string
          description: The unique identifier of the payment method.
          example: 123
        credit_card_id:
          type: string
          description: For backward-compatibility with v1 endpoints. If present, it's the credit card id this payment method refers to.
        merchant_account_type:
          type: string
          description: The merchant account type through which the payment method was tokenized.
          enum:
          - PAYPAL
          - UNSUPPORTED
          - AUTHORIZE
          - EWAY
          - WEPAY
          - STRIPE
          - KEAP_PAY
          example: STRIPE
        merchant_account_id:
          type: string
          description: The merchant account id through which the payment method was tokenize.
        payment_method_type:
          type: string
          description: The type of payment method. For now, only CARD is supported.
          enum:
          - CARD
        created_time:
          type: string
          format: date-time
          description: When this payment method was made. In ISO-8601 format.
          example: '2024-05-21T14:30:00Z'
        card_info:
          $ref: '#/components/schemas/CardInfo'
          description: If present, it provides additional details for payment methods of payment_method_type CARD.
        status:
          type: string
          description: Status of the payment method. Fow now, only EXPIRED is supported.
          enum:
          - EXPIRED
    Error:
      type: object
      properties:
        code:
          type: integer
          format: int32
        message:
          type: string
        status:
          type: string
        details:
          type: array
          items:
            $ref: '#/components/schemas/ErrorDetails'
    ErrorDetails:
      type: object
      properties:
        domain:
          type: string
        resource:
          type: string
    ListTransactions:
      type: object
      properties:
        transactions:
          type: array
          items:
            $ref: '#/components/schemas/TransactionV2'
        next_page_token:
          type: string
    Payment:
      type: object
      properties:
        id:
          type: string
          description: The unique identifier of the payment.
          example: 123
        type:
          type: string
          description: A label describing the type of payment made.
          example: Credit Card
        amount:
          type: number
          format: double
          description: The payment amount.
          example: 123.34
        note:
          type: string
          description: A note about the payment.
        status:
          type: string
          description: Provides the current status of the payment, if available.
          enum:
          - PENDING
          - APPROVED
          - COMPLETED
          - NONE
          example: COMPLETED
        commissioned:
          type: boolean
          description: Whether this payment had a commission.
        synced:
          type: boolean
          description: Whether or not the data is synced externally.
        payment_time:
          type: string
          format: date-time
          description: When this payment was made. In ISO-8601 format.
          example: '2024-05-21T14:30:00Z'
        refund_payment_id:
          type: string
          description: If this payment had a refund, this refers to the id of the refund payment.
          example: 123
        contact_id:
          type: string
          description: The id of the contact the payment is associated with.
          example: 123
        order_ids:
          type: array
          description: List of order ids the payment was made was against.
          example:
          - '123'
          - '456'
          items:
            type: string
        update_time:
          type: string
          format: date-time
          description: When this payment was updated. In ISO-8601 format.
          example: '2024-05-21T14:30:00Z'
        external_transaction_id:
          type: string
          description: An external id - typically from a payment processor - that references this transaction.
          example: txn_123
        merchant_account_id:
          type: string
          description: The merchant account id through which the transaction was made.
        merchant_account_type:
          type: string
          description: The merchant account type through which the transaction was made.
          enum:
          - PAYPAL
          - UNSUPPORTED
          - AUTHORIZE
          - EWAY
          - WEPAY
          - STRIPE
          - KEAP_PAY
          example: PAYPAL
        payment_method:
          $ref: '#/components/schemas/PaymentMethod'
          description: Details of the payment method used for this transaction.
    BasicContact:
      type: object
      properties:
        id:
          type: string
        email:
          type: string
        given_name:
          type: string
        family_name:
          type: string
    ListPayments:
      type: object
      properties:
        payments:
          type: array
          items:
            $ref: '#/components/schemas/Payment'
        next_page_token:
          type: string
    TransactionV2:
      type: object
      properties:
        amount:
          type: number
          format: double
          description: The amount of the transaction.
          example: 123.34
        status:
          type: string
          description: The resulting status of the transaction.
          enum:
          - APPROVED
          - PENDING
          - ERROR
          - FAILED
          - NONE
          example: APPROVED
        description:
          type: string
          description: A description of the transaction.
        contact:
          $ref: '#/components/schemas/BasicContact'
          description: Contact associated with this order
        order_ids:
          type: array
          description: List of order ids transaction was against.
          example:
          - '123'
          - '456'
          items:
            type: string
        contact_id:
          type: string
          description: The id of the contact the transaction was for.
          example: 123
        transaction_method:
          type: string
          description: The method of transaction.
          enum:
          - CAPTURE
          - REFUND
          - VOID
          - MANUAL
          example: ONLINE
        transaction_time:
          type: string
          format: date-time
          description: When this transaction was made. In ISO-8601 format.
          example: '2024-05-21T14:30:00Z'
        external_reference_id:
          type: string
          description: An external reference id - typically from a payment processor - that references this transaction.
          example: txn_123
        external_response_code:
          type: string
          description: An external response code generated by payment processor
          example: abc123
        error_details:
          type: string
          description: Any details if the transaction failed.
        payment_id:
          type: string
          description: Identifier of an order/invoice payment created by the transaction.
        is_successful:
          type: boolean
          description: If the transaction completed in a successful state. PENDING transactions are treated `false`.
        merchant_account_id:
          type: string
          description: The merchant account id through which the transaction was made.
        merchant_account_type:
          type: string
          description: The merchant account id through which the transaction was made.
          enum:
          - PAYPAL
          - UNSUPPORTED
          - AUTHORIZE
          - EWAY
          - WEPAY
          - STRIPE
          - KEAP_PAY
          example: PAYPAL
        payment_method:
          $ref: '#/components/schemas/PaymentMethod'
          description: Details of the payment method used for this transaction.
    CardInfo:
      type: object
      properties:
        brand:
          type: string
        fingerprint:
          type: string
          description: A token that uniquely identifies the card info
        card_type:
          type: string
          description: 'The card type. Valid values are: CREDIT, DEBIT, PREPAID.'
          enum:
          - CREDIT
          - DEBIT
          - PREPAID
          - ACH
        last_four:
          type: string
        expiration_year:
          type: string
          description: Four-digit expiration year
        expiration_month:
          type: string
          description: Two-digit expiration month
    Throwable:
      title: Throwable
      type: object
      properties:
        cause:
          $ref: '#/components/schemas/Throwable'
        localizedMessage:
          type: string
        message:
          type: string
        stackTrace:
          type: array
          items:
            title: StackTraceElement
            type: object
            properties:
              classLoaderName:
                type: string
              className:
                type: string
              fileName:
                type: string
              lineNumber:
                type: integer
                

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# Full source: https://raw.githubusercontent.com/api-evangelist/infusionsoft/refs/heads/main/openapi/infusionsoft-sales-api-openapi.yml