Administration

Users · Permissions · Importing & Merging Contacts · HIPAA · GDPR

Branding Center

The Branding Center is where you add template branding and your logo so they feed into emails, webforms, landing pages, and thank you pages.

Billing and Accounts

Billing and Accounts is where you see information related to your account with Keap. You will find your current Infusionsoft plan and pricing with upgrade options to increase your contacts, add user, and to see usage for the current billing cycle.

User Management

The Users area allows you to add new users, deactivate users, add Infusionsoft Partners, and edit permissions for any of your current users.

Importing Data

Importing data is easy from the Data Import area. Here you import your data files for contacts, companies, products and tags.

Data Cleanup

Data Cleanup allows you to modify existing records, check for duplicate records, merge duplicate contact records and the ability to look at previous imports. You even have the ability to roll back a previous import as if it were never there.