Check the installation requirements for the Sidebar before you begin.
Add the Insightly Sidebar to Outlook
Each user will install the sidebar.
To add the Sidebar:
- Log in to Outlook.
- Click the gear icon in the upper right and select Manage Add-ins.
- Search for "Insightly" in the Add-Ins search bar.
- Click the Off/On switch next to turn on the Insightly add-in.
- 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.