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Installation & Setup

Download, install, activate your license, and connect InfusedWoo to your Keap account step by step.

This guide walks you through downloading, installing, and configuring InfusedWoo to connect your WooCommerce store with Keap.

Requirements

  • WordPress 5.0 or higher
  • WooCommerce 6.0 or higher
  • PHP 8.0 or higher
  • An active Keap (Infusionsoft) account
  • An InfusedWoo license key (from infusedwoo.com/portal)

Step 1: Download & Install

  1. Log in to the InfusedWoo Customer Portal
  2. Download the latest InfusedWoo plugin zip file
  3. In your WordPress admin, go to Plugins > Add Plugin > Upload Plugin
  4. Upload the zip file and click Install Now
  5. Click Activate

WordPress plugin upload page with InfusedWoo zip file selected

Step 2: WooCommerce Check

When you first open InfusedWoo after installation, the setup wizard checks that WooCommerce is installed and active.

  • If WooCommerce is already active, you’ll skip straight to the license step
  • If WooCommerce is installed but not activated, click Activate WooCommerce and the wizard will activate it for you
  • If WooCommerce is not installed, click Install & Activate WooCommerce to install it directly from the wizard

WooCommerce Required screen with the Activate WooCommerce button

Step 3: Activate Your License

Enter your InfusedWoo license key to activate. You can find your key in the customer portal.

  1. Navigate to InfusedWoo in your WordPress admin sidebar
  2. The Setup Wizard opens on the License step
  3. Paste your license key and click Activate
  4. Once validated, the wizard advances to the next step

License step with the key input field, Activate button, and customer portal link

License Statuses

StatusMeaning
ValidYour license is active and working
InvalidThe license key is not recognized
ExpiredYour license has expired. Renew in the customer portal. Renew within 30 days for a 50% discount
ConflictDuplicate site activation detected. Deactivate the other site or contact support
Domain Limit ExceededYour license has reached its domain limit. Deactivate other sites first
BlockedThis site is not allowed to use this key. Contact support

Step 4: Connect to Keap

InfusedWoo needs to connect to your Keap account to sync data. There are three connection methods:

The simplest and most common way to connect. You’ll be redirected to Keap to authorize access.

  1. Click Connect to Keap
  2. You’ll be redirected to the Keap login page
  3. Log in and authorize InfusedWoo
  4. You’ll be redirected back to InfusedWoo with the connection established

Connect to Keap step with the Keap logo and Connect button

Connected state showing green check, OAuth badge, and app name

A Service Account Key (SAK) serves as a fallback if your OAuth connection stops working. This keeps your store’s integration running while you reconnect.

  1. In the SAK Backup Key section, click to expand
  2. Enter your SAK key (starts with KeapAK-)
  3. Click Save — InfusedWoo validates the key by connecting to Keap and verifying it belongs to the same app as your OAuth connection

SAK Backup Key section expanded with the input field

SAK configured state showing green check with masked key

Where to get a SAK: Log in to your Keap account, go to Settings > API > Service Account Keys and create a new key.

Custom OAuth App (For High Volume Stores)

For stores processing high volumes of API calls, you can connect with your own Keap Developer App for dedicated API limits. See the Custom OAuth Guide for detailed setup instructions.

Custom OAuth section expanded showing Client ID and Secret fields

Step 5: All Set!

Once connected, the wizard shows a confirmation that InfusedWoo is ready. New contacts and orders will automatically sync to Keap. The wizard also suggests recommended next steps:

  • Create Automation Recipe — Set up WooCommerce-to-Keap workflows with triggers, conditions, and actions
  • Setup Payment Gateway — Process payments through Keap directly from your WooCommerce checkout
  • Import/Export Orders — Sync existing WooCommerce orders with your Keap account

All Set step showing the three recommendation cards

Managing Your Connection

After initial setup, you can manage your Keap connection anytime from InfusedWoo > Settings > Keap Connection.

From this page you can:

  • Reconnect — Re-authorize OAuth to refresh your tokens
  • Disconnect — Remove OAuth credentials (if SAK is configured, it becomes the active connection)
  • Add/Change/Remove SAK — Manage your backup key
  • Switch to Custom OAuth — Upgrade to dedicated API limits
  • Switch to Standard OAuth — Downgrade from custom OAuth

Keap Connection settings page showing connected state with Reconnect and Disconnect buttons

Connection Hierarchy

InfusedWoo uses this priority for connecting to Keap:

  1. OAuth (primary) — highest API limits with Custom OAuth, or standard limits
  2. SAK (secondary) — works as a standalone connection or as a backup when OAuth fails

If OAuth fails (e.g., token expired and refresh fails), InfusedWoo automatically switches to your SAK backup key. You’ll see an amber banner:

“OAuth connection failed. Using SAK as fallback. Fix connection”

SAK fallback amber banner shown at the top of the page

Click Fix connection or go to Settings > Keap Connection to reconnect via OAuth.

Header Status Badge

The header badge in the top-right corner shows your current connection status at a glance:

BadgeMeaning
Connected (green)OAuth is active and working
Custom OAuth (purple)Connected via your own OAuth app
Connected via SAK (amber)OAuth failed, using SAK fallback
Setup Required (amber)License or connection needs setup
License Invalid (red)License needs renewal or replacement
Disconnected (red)No connection to Keap

Header showing the green Connected badge

Upgrading from a Previous Version

If you’re upgrading from InfusedWoo 4.4.x or earlier, your existing settings are automatically preserved:

  • License key — Recognized and validated automatically
  • OAuth connection — Continues working with your existing tokens
  • Legacy API key (SAK/PAT) — Automatically migrated to the new connection system. If you also had OAuth configured, your API key is registered as a SAK backup

What’s New in the Setup Experience

  • Setup Wizard — Guided 3-step setup for new installations and upgrades
  • SAK Backup Key — Keeps your integration running if OAuth fails
  • Custom OAuth — Easy setup for high-volume stores needing higher API limits
  • Keap Connection page — Centralized connection management under Settings
  • Smart lock — If your license expires or Keap is disconnected, InfusedWoo locks to the setup page until resolved. If the license server is temporarily unavailable, InfusedWoo continues working (grace period)

Troubleshooting

License Issues

  • “License activation failed: conflict” — You have duplicate site activations. Go to infusedwoo.com/portal to manage your active sites
  • License server unavailable — InfusedWoo will continue working with a grace period. Your license will re-validate automatically when the server is back

Connection Issues

  • Tags/data not loading — Check your connection in Settings > Keap Connection. Try clicking Reconnect
  • SAK validation fails — Make sure your SAK starts with KeapAK- and belongs to the same Keap app as your OAuth connection
  • “SAK app mismatch” — Your SAK belongs to a different Keap app than your OAuth connection. Generate a SAK from the same app

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