Insightly is a CRM software that helps all sizes of businesses across a range of industries. It is user-friendly, customizable, and scalable and helps teams build and convert sales pipelines, increase productivity, and build lasting customer relationships.
Set up a connection
This video demonstrates creating an Insightly connection.
After you start the connection, configure it in the Create connection panel and complete all the required * authentication settings:
|Name your connection *
|Enter a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.
|API key *
|Enter your Insightly API key.
Multiple layers of protection, including AES 256 encryption, are in place to keep your API key safe. When editing this connection, you must re-enter this value each time; it is stored only when the connection is saved and never displayed as text.
Tip: This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see basic auth universal connector documentation.
- Sign in to your Insightly account.
- Navigate to Profile > User settings > API.
- Copy the existing API key or click Generate new API key.