Insightly

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 G Suite 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 G Suite Marketplace and Chrome Web Store. Please check 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.

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
  • Switch on Run Automatically if the queries needs to be executed in regular intervals.

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 Filters as required.
  • Filters include fields, matches, value.
  • Select the maximum result that is required.
  • Select the destination sheet to save the data or create a new sheet by clicking the Add new icon.
  • 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