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Adding Connectors
Adding an Insightly Connector

Adding an Insightly Connector

Published: Sep 01, 2023

Popdock
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  - Using an Odata Field Lookup
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- Working with Dynamics 365 Finance View Category
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  - Using an Activity Party
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  - Using a Relationship
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  - Using a MultiList Option Lookup
  - Using a List Option Lookup
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  - Setting up an Integration to Dynamics CRM
  - Setting up a Dynamics CRM Connection
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  - Using a Relationship
  - Creating a Dynamics CRM Bulk Data Source
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  - Using an OData Field Lookup
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  - Using a Page Field Lookup
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- Working with the REST Connector View Category
  - Using Error Handling
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  - Using a Service Lookup
  - Creating a Service Lookup
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  - Configure Data Source Paging
  - Adding a Bulk Service Data Source
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- Working with Trello View Category
  - Setting up a Trello Connection
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Zendesk Apps
- Inner zendesk category View Category
  - Test documentation

Adding an Insightly Connector

Published: Sep 01, 2023

The Insightly connector gives you access to all of your contacts, leads and opportunities. To connect to Insightly, you need an API key. This key is generated in Insightly.

How to find your Insightly API key:

1. In Insightly, click on your profile image and select User Settings.

2. Your API key is displayed in the API KEY section. If you do not have an API key, click Generate new API key.

How to add an Insightly connector:

1. Select Connectors from the left navigation drop-down menu to open the Connectors page.

2. Select the Add connector button.

3. Select the Insightly connector. This will open a new window to start the creation of the connector.

4. Enter your API key.

Content

How to find your Insightly API key: How to add an Insightly connector:

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