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. |
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
- Sign in to your Insightly account.
- Navigate to Profile > User settings > API.
- Copy the existing API key or click Generate new API key.
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