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 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.
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.
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.
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
If Insightly is connected successfully the following screen appears.
Select the required entity.
Select the required Fields.
Select the Filters as required.
Filters include fields, matches, value.
Select the maximum result that is required.
Select the required destination Sheet. (or)
Create a new sheet by clicking the add icon.
Mention the starting cell.
Switch on include header if required.
Switch on clear sheet before execution to clear the existing sheet data.
Switch on Run automatically to execute services automatically in background.
Switch on Notify on Execution if notification email needs to be send during execution.
Click on Setup Email Template and customize the email as required.
Click on Pick Drive Files to attach files from Drive to email.
Switch on Add attachments from Google Sheets to add attachments from Google sheets.
Select the required sheet tab.
Select Full Sheet or Range.
If range is selected select the required range.
Switch on Attach PDF to attach the sheet tab as PDF.
Click on execute to pull the data into sheet
Click save to save the service
Google Sheet to Insightly - Post
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.
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)
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
It will show the counts of number of records posted successfully and failed to post