Google Sheets + Insightly Integration

Query from Insightly into Google Sheets or Post data from Google Sheets into Insightly

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, Zendesk, etc. 

It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on. 

What is Insightly?

Insightly is a SaaS-based CRM solution targeted at small and mid-sized businesses. ... Businesses use Insightly for relationship linking, contact management, email tracking, lead management, opportunity management, quote generation, workflow automation, project management, advanced reporting, and call management. 

Insightly to Google Sheets: Use Case(s)

> Pull data from Insightly objects and store it into a spreadsheet - Query

> Post data from spreadsheet to Insightly - Post


Sheet Director

Google Sheets

Demo Video: How to integrate Google Sheets & Insightly?

Setting up Insightly in Sheet Director

Choose App and Service:

Insightly Configuration

To get API Key

Insightly to Google Sheet - Query



Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to Insightly - Post

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)

Sample Output

It will show the counts of number of records posted successfully and failed to post

Google Sheet to Insightly- Sync

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheets with data in Insightly.

Conflict Resolution: 

Insightly Wins: Latest data from Insightly will be updated in Google Sheets.

Google Sheet Wins: Latest data from Google Sheets will be updated in Insightly.

Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.

Insightly Wins

Sample Output

Google Sheet Wins

Sample Output