Why Would You Want to Change?
Infusionsoft recently pushed out an update that masks the Password field in Infusionsoft.
For many Memberium customers, this may not be a problem at all. However, if you’re reading this post, you’re probably looking for a way to switch to a custom field so that you can see passwords once again.
Typically, the need to see passwords is to assist your users in logging in, resetting their password, etc.
Using the built-in password field has the following drawbacks:
- Limited to 20 characters
- Requires an extra API call during some operations
- Incompatible with the new Infusionsoft order forms
We recommend that you create a custom field to use for your membership site password. We’ll show you how to do that and how to move your members’ passwords in this post.
Quick Tip: View the Password Using the Inspect Element Tool
This guide will give you show you a permanent fix for moving passwords to a custom field, however, if you need to view a customer’s password right now – use this quick tip to do just that.
First, open up the contact record and go to the “Additional Info” tab like normal. Where you see the Password field, right-click and click “Inspect”
A window should pop up on the right-hand side of the screen (or bottom of the screen if you’re using Firefox). Look for where it says “value=” and you’ll see the password right after that.
In the example above, the password is “bentest817”
This method is great for quickly helping your members, but we’d still strongly recommend you move to a custom password field.
Switching to a Custom Password Field
1. Create New Custom Field
The best way to create a new custom field for your passwords is right in Memberium.
Open the Memberium settings screen (default Login tab) and then you’ll see the field “Create New Password Field”
In that field, type the desired name of your new custom field. In the example above, I’m using “Memberium Password”
Then scroll down to the bottom and select “Update”
The page will reload and you’ll see the new field in the first dropdown. We need to complete an additional step before setting the field as the password field.
2. Move Passwords to the Custom Field
In order for this to work, we simply need to export the passwords and then import them into the custom field.
First, go to contacts and select all of your contacts:
Next, click the Action dropdown and select “Export”:
On the next page, export the Contact ID and the Password field. That’s all the export needs to contain.
Scroll down, and click “Process” once those two fields are selected.
You’ll be presented with a CSV file. We’ll now import this into Infusionsoft.
Go to the main navigation and click on Data Cleaup under the Admin heading.
Then click on “Modify Existing Records” – this lets you update your existing records which is exactly what we want.
Click “Go” on the next page and you’ll then see a screen like the one below asking you to select the fields. The Contact ID should be matched up already.
For the Password field, you’re going to send that data to the custom field you created earlier.
Click “Next” and then process the update on the next screen.
Depending on how many contacts you have, this may take a few minutes. Once it says it’s complete, you can open any contact record, go to the custom field tab, and see if the password is in the custom field.
3. Set the New Field as the Password Field in Memberium
Now that you’ve created the new field and prepped it for use, it’s time to set it in Memberium > Settings > Login
In the “Infusionsoft Password Field” dropdown, select the new custom field we’ve been working on. Scroll down to the bottom and click update to save changes.
If a member loses their password or forgets it they can still use [memb_send_password] to have a new password sent to them.
Additionally, you as the site owner can manually change the value of the custom field to a new password for that member. Just delete the existing password in the custom field and type in a new one. That new one will now be required for authentication.