David Zeidman (ZDConsult.com)

1. Community
2. Insightly API

I would like to be able to get a filtered list of organisations for those organisations that have any value of a specific custom field. We have a multi-select dropdown and I want to retrieve a list...

• Created December 19, 2019 17:52
• 2 followers
• 1 comment
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM

I am loving the new editing of layouts! But I am uncertain how to add new items to the highlights bar. I can see that it is possible to delete existing items and I can see that there are placeholde...

• Created April 19, 2018 11:08
• 7 followers
• 8 comments
• 1 vote

1. Community
2. Insightly Partner Integrations

Unfortunately it looks like the Xero integration has also broken since the March 25th changes...  

• Created March 28, 2017 13:30
• 1 follower
• 4 comments
• 0 votes

1. Community
2. Insightly API

I am using Postman to get and add data to my Insightly account. I have an opportunity which I can successfully GET using the 2.2 API. I would like to PUT a contact link to the opportunity so that i...

• Created March 10, 2017 17:44
• 3 followers
• 5 comments
• 0 votes

1. Community
2. Insightly Partner Integrations

I was wondering which PandaDoc plan was required to use the Insightly integration. PandaDoc's pricing page says that you would need the business plan to benefit from "CRM Integration" one of which ...

• Created February 15, 2017 22:27
• 2 followers
• 1 comment
• 0 votes

1. Community
2. Insightly Partner Integrations

I would like to create my own calculated field for the Insightly power bi data and from my understanding this can only be done in the desktop version of power bi (but please correct me if I am wron...

• Created January 29, 2017 13:25
• 4 followers
• 4 comments
• 0 votes

1. Community
2. Insightly Partner Integrations

We have the Xero integration but before that I had set up a custom field on the organisation record call Xero Id which I had started to populate with a value that would connect the Insightly record...

• Created November 23, 2016 18:19
• 3 followers
• 3 comments
• 0 votes

1. Community
2. Inside Your Insightly (See real-life examples from Insightly users)

We sell software both our own off the shelf products and also custom solutions targeted at non-profits and fundraising organisations. Here is the opportunity pipeline that we use for our custom sol...

• Edited November 11, 2016 08:59
• 2 followers
• 1 comment
• 6 votes

1. Community
2. Troubleshooting & Tips: CRM

We have a pipeline on opportunities with the following stages (simplified below): Demo Trial Purchase   We would now like to perform some analysis as to how successful our demos were, who trialled ...

• Created August 02, 2016 10:42
• 3 followers
• 3 comments
• 0 votes

1. Community
2. Insightly API

I am developing some software for a client that imports data into Insightly. They would otherwise make use of the regular import but what they are trying to do is not possible. The problem is that ...

• Created May 31, 2016 16:34
• 2 followers
• 1 comment
• 0 votes