How to install the Insightly Sidebar for Outlook

Each user will need to install the sidebar. Check the installation requirements for the Sidebar before you begin.

For customers who are already using the old Outlook add-in, turn the add-in off and back on again to quickly update to the sidebar.

To add the Sidebar

1. Log in to Outlook.
2. Open an email. From the three-dot menu, select Get Add-ins.
   
3. Search for "Insightly" in the Add-Ins search bar.
   
4. Click Add.
   
5. Click Close to return to Outlook.
   

Now, when you open an incoming email message or start a new draft, you'll see the Insightly Sidebar icon. Click it and enter your Insightly credentials to connect Outlook to Insightly.