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Integration Specifications

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Prerequisites

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Getting an API key

  1. Log in to Insightly.
  2. Click the avatar icon at the top right of the screen, then select User Settings.
    Selecting User Settings from the avatar menu at the top right of Insightly
  3. On the User Settings screen, in the API section, check the API key shown next to Your API key is. Also check the URL shown next to Your API URL is. The subdomain in this URL is your region. For example, if the URL is https://api.na1.insightly.com/v3.1/, your region is na1. For details, see Find your API key and URL (external site). The location of the API key and API URL on the Insightly User Settings screen

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Setting up the integration

  1. On the integration screen, search for Insightly.
  2. Enter a workspace name (optional) and the API key from the previous step. Enter the region you checked, then click Connect. Insightly integration setup screen
  3. Once the integration with Insightly succeeds, registered user information appears in the account list. If it doesn’t complete successfully, first try the steps in Troubleshoot SaaS integration errors. If that doesn’t resolve it, check Information to provide and contact support.
Last modified on October 27, 2026