Insightly

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.

Insightly

Sheet Director

Google Sheets

Setting up Insightly in Sheet Director

Choose App and Service:

Select Insightly from the list of applications.
Select service
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

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.