Insightly Integration

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.