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Adding an Insightly Connector

Adding an Insightly Connector

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. Select Connectors from the left navigation pane to open the Connectors page.

2. Select Add connector.

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

4. Enter your API key.

5. Select Validate. Once the validation has completed, select Connect.

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

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

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