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Insightly

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Table of contents

Step 1: Find your API key and Instance Pod in Insightly

  1. Log in to Insightly, then go to User Settings and find the API section.

  2. If you see an API key, you can copy and use this key in Step 2. If you don't see a key, click Generate new API key.

  3. In the same API section, you should see an API URL. You need the URL to retrieve your Instance Pod. In the example https://api.na7.insightly.com, the Instance Pod is na7.

  4. Open Plecto in a new browser tab and proceed to Step 2.

Step 2: Integrate Insightly to Plecto

  1. Go to Data management > Data sources > + New data source > Insightly.

  2. (Optional) Rename your credentials.

  3. Insert your API key and Instance Pod, then click Next.

  4. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. Click Import to finish.

Available data

Our integration with Insightly currently allows you to import the following data:

  • Contacts

  • Events

  • Leads

  • Opportunities

  • Tasks