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Using Insightly app on G Suite and Outlook

Can you set up insightly to have the Insightly gadget available in both G suite and outlook 365? or what is possible if you use both to benefit from insightly tools in both mail application. In this case all email accounts originate in G suite and are imapped to outlook 365. Some people in the organization use gmail some use outlook 365 and some use both.

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  • Hello,

    The Insightly Gmail Gadget is only available on Google Apps domains tied to an Insightly for Google Apps account. External users who are invited to use Insightly from outside of your Google Apps domain will not have access to the gadget.

    Users can choose to use the Insightly sidebar for Outlook or Gmail depending on which email address they used to join Insightly. Also, the Insightly Account has to be a Non-Google Insightly account. 

    Requirements for using Insightly Sidebar for Outlook can be found here

    Here's how to install the Insightly Sidebar for Gmail. 

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  • To make sure i under stand, if all your email accounts originate from a Google G suite account, there is no way to access insightly from outlook 365 that only uses an imapped g suite email account? In order to use the insightly sidebare in outlook, you would have to be using a non- gmail account in outlook 365?

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  • Hello,

    Correct if you use Insightly for G Suite and access your Gmail through Outlook, you won't be able to use the Insightly sidebar for Outlook. 

    Here are the requirements for the Outlook sidebar: 

    • An Outlook client that supports add-ins
    • Outlook online or Outlook 2013 (and higher) for Windows or Outlook 2016 for Mac
    • An Office 365 business plan subscription that is not provided through a third party, like GoDaddy or Rackspace

      Businesses that use Microsoft Exchange Server for email are using Microsoft Exchange accounts. Add-ins like the Sidebar are not built for use with Exchange accounts.
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  • What if your email is G suite and imapped to Outlook 365, but you don't install Insightly into G suite. With that configuration is there a way to get Insightly to work in Outlook only?

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  • Hello Mario, 

    The Insightly sidebar for Outlook was intended to work with the above requirements.

    If you find that this workaround you are recommending works for you that's great! 

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