Engineering

1. Connecting to Other Apps
2. API & SSO

You can find our complete API documentation at https://api.insightly.com/v3.1/Help#! (documentation for v3.0 can be found here) The Insightly web API enables developers to create custom application...

• Edited December 12, 2019 23:38
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1. Sales and Project Management
2. Project Management

Use milestones on their own to track important project dates. You can connect new project tasks to them, too. Milestones are only available for project records. You can apply a Pipeline or mileston...

• Edited October 25, 2019 22:05
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1. Importing & Exporting
2. Exporting

Did you create multiple Insightly accounts and now have too many to manage? You can transfer data between your Insightly accounts by exporting your data from the one account and importing the data ...

• Edited October 08, 2019 22:52
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1. Insightly Classic
2. [Insightly Classic] Managing your records

Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. You can set up custom fields to hold unique ...

• Edited September 26, 2019 00:23
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1. Email
2. Sending Email

While Insightly is not an email marketing platform, there a few different options to manage marketing campaigns from Insightly: Use our MailChimp integration, available on all paid plans, to copy ...

• Edited September 26, 2019 00:18
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1. Reporting & Dashboards
2. Reporting Basics

This article is part of the Insightly Reporting Guide Insightly includes advanced custom reporting and nine legacy reports centered around opportunities and completed activities (tasks and events)....

• Edited September 09, 2019 20:58
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1. Sales and Project Management
2. Sales Management

There are many ways to set up Insightly for sales, and our customers are always amazing us with the ways they utilize the flexibility of Insightly to meet their business needs. The central records ...

• Edited May 31, 2019 20:12
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1. Connecting to Other Apps
2. File & Document Management

Evernote is a handy application that is used by many of our customers to record notes, photos, and other important information about their clients and projects. With Insightly's Evernote integratio...

• Edited April 10, 2019 23:43
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1. Email
2. Saving Email

Insightly won't accept email messages that are auto-forwarded or auto-assigned via an automatic rule, so you'll need to forward emails to your Insightly mailbox individually. Insightly is not desig...

• Edited February 19, 2019 23:33
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1. Videos & Webinars
2. Tutorials

This video is part of the Insightly Importing Guide A video to guide you through importing your records into Insightly CRM. Whether you're importing contacts, leads, organizations, opportunities, o...

• Edited January 24, 2019 19:52
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