Insightly
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.Â
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.Â
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.Â
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
Insightly
Sheet Director
Google Sheets
Demo Video: How to integrate Google Sheets & Insightly?
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 valueÂ
(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 mappingÂ
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* fieldsÂ
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 InsightlyÂ
Sample Output
It will show the counts of number of records posted successfully and failed to post
Google Sheet to Insightly- Sync
Select service as Synchronize Insightly.
Select the Max results required.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in Insightly.
Conflict Resolution:Â
When Synchronization happens, there could be a conflict of data between Google Sheets and Insightly.
Insightly Wins
Google Sheet Wins
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
Select Insightly.
The latest updated data from Insightly will be updated in Google Sheets.
Choose the spreadsheet to store data.
Select the required cell value.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Choose the spreadsheet to store data.
Select the required cell value.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Insightly will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
Google Sheet Wins
Insightly Select Google Sheet Wins.
The latest updated data from Google Sheet will be updated into Insightly.
Select the sheet to store the output.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
Click Save to save.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Insightly will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
