Add Link to Organization Using Excel

I'm not sure if you can do this via exiting tool or not but I wanted to ask before I resorted to building a custom tool to make calls to the API. Can you add links to Organizations by using a list of orgs via excel spread sheet? I have a bunch of orgs and I want to link them to sub orgs. I can do this using the api but If I don't have to build a custom tool I want to avoid it. Is this possible or can this only be accomplished by using the API?

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2 comments

Date Votes

Alejandro A
July 03, 2019 17:56

Hello Micah,

At this time this is not available via the import feature in Insightly. I highly suggest sticking to making this process work via the API. I'll go ahead and post your quest to our Insightly Heroes to see if maybe one of them has a workaround that I may not be thinking of.

Thanks for your patience.

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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
July 04, 2019 02:05

Hi Micah,

Yes, this can be accomplished via the API. I suggest a quick setup with Zapier. You can do the import for each sub org link in batches.

Let me know if you need help.

Thank you,

Micah Feldkamp

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