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G Suite user not recognized / Gmail Sidebar functionality lost

Insightly notified us that "All non-G Suite users lost the ability to save emails through the Sidebar."

We are G Suite users, however, the Insightly account was originally set up without using the G Suite log in process. As a result, our Insightly account is not recognized by G Suite and we have lost much of the gmail sidebar functionality we need.

If I try to log in to Insightly with the G Suite log-in, Insightly sets up a new, separate account.

This should be an easy fix by Insightly, even if it is a matter of transferring the old account data to a new account data with the G Suite log-in, however, I can't get a response from Insightly. An earlier request (Nov 20th) was deleted from the system (#224256).  I've also emailed a couple of times without any reply.

Please help! 

 

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7 comments
  • Hey Rick,

    I see my colleague responded to the ticket you highlighted. Sorry to hear you did not receive his response. I've gone ahead and pasted it below. Please have a look and let me know if you have further questions:

    Alex P. Nov 20 13:38
     
    Hi Rick, 

    You cannot convert your account. You can create a new one, export all data from the current account and reimport into the new one. However, this will cause any links in records to be lost, along with notes and files. 

    As a result of Google's recent changes to their API, you will no longer have the option to use the Insightly CRM Sidebar to save emails into Insightly. You can still save emails using your Insightly mailbox going forward.

    I recommend checking out our internal function, which works exactly the same as the Gmail Sidebar. It also has a lower chance of error than the Gmail Sidebar integration. 

    I have also included a video on our Mailbox functionality!
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  • Thank you Alejandro. I appreciate you getting back to me.

    For clarification, are you saying that no one can save emails from the CRM Sidebar now? And it wouldn’t matter if I did have a new account with the G Suite login?

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  • Hello Rick,

    Yes, if you have a GSuite account with Google and the users are GSuite users in that account. You will be able to authorize and have the ability to save emails through the Insightly CRM Sidebar.

     

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  • We are all GSuite users. This is where I've gotten mixed messages.

    • Does the CRM Sidebar (with email save functionality) require an Insightly GSuite log-in?
    • Or should the standard Insightly login allow the CRM Sidebar's email save feature to work as long as we are all GSuite users?

    Thanks for helping me understand.

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  • Hey Rick,

    Yes, the CRM Sidebard requires an Insightly GSuite log-in in your Insightly account. 

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  • ...and there is no way to get the GSuite Log-in to work with my existing Insightly account? 

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  • Hello Rick,

    That is correct. Since your existing account is a Non-Google account GSuite users are not allowed. You'll need to create a completely new Insightly GSuite account for this. 

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