How to set up an "Insightly for G Suite" account

Insightly for G Suite accounts offer one feature that non-G Suite accounts do not: You can log in to Insightly directly from G Suite's app grid.

An Insightly for G Suite account is not required, but highly recommended, to link to files in Google Drive, or sync to Google Contacts and Calendar with a Google account.

If you do not create an Insightly for G Suite account, you will not have access to all the features available in the Sidebar.

A few things to note:

  • You must be a G Suite domain administrator to install Insightly for G Suite.
  • If you change your G Suite domain name later, this will disconnect it from Insightly, and neither Google nor Insightly support transferring your data to a new Insightly account.
  • Insightly does not support multiple domains or sub-domains for the G Suite connection.
  • If either of these last two items concern you, please register for a standard Insightly account through our pricing page.

To create an Insightly for G Suite account:

  1. Go to the Insightly listing in the G Suite Marketplace.
  2. Click Install and follow Google's steps to confirm the installation.
    MarketplaceInstall.png
  3. If you have not previously enabled API access for external applications in G Suite, log in to G Suite, open the Admin Console, and then click Security.
    GApps admin console Security
  4. Select the API reference settings and check the Enable API access box on the right.
    GApps Security to API
  5. You and any G Suite users you add to Insightly should now be able to log in.
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