How to install the Insightly Sidebar for Outlook

Check the installation requirements for the Sidebar before you begin.

Add the Insightly Sidebar to Outlook

Each user will install the sidebar. 

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. (Steps 1 through 4.)

To add the Sidebar:

  1. Log in to Outlook.
  2. Click the gear icon in the upper right and select Manage Add-ins.
  3. Search for "Insightly" in the Add-Ins search bar.
  4. Click the Off/On switch next to turn on the Insightly add-in.
  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.

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