Insightly
Requirements
To connect with Cyclr, you need an Insightly Account. To make an account, go to the Insightly site and sign in as a new user.
Get authentication details
To authenticate your connector, you need to get the API Key and API URL from your Insightly account. To find these authentication values, select the user account in the top right corner of the Insightly window and go to User Settings > User Settings. From there you can view the API section and record your API Key and API URL.
Account setup
Cyclr asks you for the below values when you install the Insightly connector into an account:
Value | Description |
|---|---|
Pod | If your API URL is 'https://api.na1.insightly.com/v3.1/ ', then your Pod is 'na1'. |
Username | Use the Insightly API Key as the Username. |
Password | Leave the Password blank. |
Note: You can use different details for different accounts.