Insightly Integration

Modified on Wed, 31 Jan at 10:27 AM

Integrating Insightly with Josys enables the IT Admin to view the user accounts. 



Key benefits  

When you integrate Josys with Insightly, you can view a list of user accounts, including their status, roles, account creation and updation timestamp, and team details.

Note: Josys supports multiple Insightly integrations.



Prerequisites 


Before you begin with the integration, make sure that you have:

  • An Insightly admin account.
  • Plus, Professional, or Enterprise plan.
  • The URL and API Key


Locating the URL and API Key 


Step 1: Log in to Insightly using an admin account. From the User menu, select User Settings.



 Step 2: From the API section, copy the API key and API URL to use them later in the integration steps. 




Steps to Integrate


Step 1: Select Insightly from the App Catalog in the Apps section.




Step 2: Provide a suitable Label for identification. Enter the URL and API Key copied in the previous section. Click Next to proceed.


 

Step 3: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.



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