Adding an Insightly Connector

Published: Sep 01, 2023

Adding an Insightly Connector

Published: Sep 01, 2023

The Insightly connector gives you access to all of your contacts, leads and opportunities. To connect to Insightly, you need an API key. This key is generated in Insightly.

How to find your Insightly API key

1. In Insightly, select the down arrow next to your profile image and then select User Settings.

insightly_user_settings

2. Your API key is displayed in the API KEY section. If you do not have an API key, select Generate new API key.

insightly_api_key

How to add an Insightly connector

1. From the main menu, select Connectors.

image 159

2. Select Add connector.

image 160

3. Select the Insightly connector. This will open a new window to start the creation of the connector.

4. Enter your API key.

image 3

5. Select Validate. If the validation is successful, you can select Connect.

Need further help with adding the Insightly connector? Email support@eonesolutions.com

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How to find your Insightly API key How to add an Insightly connector

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