Linking from SharePoint

Hi, I'm new to insightly and just getting my contacts and organizations set up.  All our document storing is in SharePoint.  Is there any way I can link those documents to insightly? 

Thanks!

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Comments

9 comments
  • Hi Tara we don't have a direct integration with Sharepoint. Thanks for adding this here for users to vote on. 

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  • Just a work around for a limited number of most important docs though:

    if you're able to reach your documents via Link: just add them manually to the relevant objects as a website like this:

    Maybe you can link only a list of docs?

    Not perfect but a first step untill there's a connector into MS SharePoint like for Google Drive, Box, Dropbox, OneDrive.

    Wait... can't you make SharePoint Docs avaliable bridging via OneDrive? Don't know anything about MS universe tools...

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  • Thanks for sharing this with us Holger!

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  • We created a custom field where we paste in the URL to access SharePoint folders via Office 365. It works. 

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  • Thanks for contributing, Holger! Super helpful tip, Kevin. Thank you!

    Tara -- Here is our help article, Setting up Custom Fields so you can try the process that Kevin also uses. Thanks!

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  • The SharePoint link can be really long. I use Google's URL shortener (https://goo.gl) so that the link isn't rows and rows long. It's quick and easy and seems to work so far.

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  • Not having sharepoint online integration is really disappointing although insightly advertises as being O365 friendly. Feature badly needed

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  • Hi is there any update on a sharepoint integration ?

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  • Hello Corentin,

    No update at this time. Insightly does not currently have this on their roadmap.  I recommend continuing to encourage other users to upvote this request and provide their feedback.

    Thanks for the understanding. 

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