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Set up a connection to Insightly

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: 

Setting Instructions
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.

Fetch data How to retrieve the API key

Tip: This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see basic auth universal connector documentation.

How to retrieve the API key

  1. Sign in to your Insightly account.
  2. Navigate to Profile > User settings > API.
  3. Copy the existing API key or click Generate new API key.
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Additional references

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