Insightly

Insightly to Google Sheets: Query from Insightly into Google Sheets or Post data from Google Sheets into Insightly using Sheet Director.

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 all data from Insightly objects and store it into a spreadsheet.

> Push all data from spreadsheet to Insightly.

Insightly

Sheet Director

Google Sheets

Setting up Insightly in Sheet Director

Choose App and Service:

  • Select Insightly from the list of applications.

  • Select service query/post

Insightly Configuration

  • Provide you API Key

  • Click on connect to Insightly to connect to Insightly so that you can pull data.

To get API Key

  • Click on profile from top right corner ,the bar will appear

  • On the bar click on user settings

  • You ca find your API key by scrolling down the page as shown as below image

  • You can copy and paste it in sheet director

Insightly to Google Sheet - Query

Setup

  • If Insightly is connected successfully the following screen appears.

  • Select the required entity.

  • Select the required Fields.

Filters

  • Configure Filter to filter the executed data as required.

Destination Settings:

  • Configure the destination settings to save the executed data.

Scheduler Settings:

  • Switch on Run automatically to execute services automatically in background.

Notification Settings:

  • Configure the Notification settings to setup the email templates and add attachments.

  • Click on execute to pull the data into sheet

  • Click save to save the service

Sample Output

Google Sheet to Insightly - Post

  • Entity

  • Select the entity object that you need to post to

  • Select Apply Template or Setup Mapping

  • Select Apply Template to add a default template.

  • Select Setup Manually to select manually.


  • Source Sheet

  • Choose the sheet that contains post records.

  • Enter the Start at cell value

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


  • Select the Status column

  • If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)

  • Select the Result column

  • If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)

  • Mapping

  • After selecting the entity it will ask for intelligent mapping

  • If you need to do intelligent mapping click on yes

  • Intelligent mapping will map the matching fields automatically

  • You can do manual mapping by selecting Column drop down

  • You can delete the field by click on delete icon on top of each filed map

  • You can't delete mandatory* fields

  • Click on execute will ask for confirmation

  • Click save to save the service

  • It will show number of records ready to post

  • Click post now to post the records on Insightly

Sample Output

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