Connecting to Other Apps

File & Document Management

• Linking to files in Box
• Linking to files in Dropbox
• Linking to items in Evernote
• Creating PandaDoc documents from Insightly
• Connecting Quote Roller to Insightly

Accounting Software

• Connecting Insightly to QuickBooks Online
• Using Quickbooks Online with Insightly
• Connecting Insightly to Xero
• Using Xero with Insightly
• How to create Xero invoice drafts from contacts and organizations
• How to create Xero invoice drafts from opportunities or projects
See all 8 articles

Slack

• Chatbot Overview: The Insightly Assistant
• Configuring the connection between Insightly and Slack
• How to log in to the Insightly Assistant from Slack
• Communicating with the Insightly Assistant

MailChimp

• Using Insightly with MailChimp
• Connecting Insightly to MailChimp
• Importing contacts or leads from MailChimp
• Exporting contacts or leads to MailChimp
• How to schedule regular imports from MailChimp

Zapier

• Popular connections to Insightly from Zapier

API & SSO

• Troubleshooting the Insightly API with Postman
• Working with the Insightly Web API
• How to set up SAML Single Sign-On (SSO)