Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Insightly Partner Integrations
3. Xero working as intended????

Hi Jon, You can select which users have access to xero here: https://support.insight.ly/hc/en-us/articles/207227537-Connecting-Insightly-to-Xero Thank you, Micah Feldkamp

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1. Community
2. Troubleshooting & Tips
3. Linking Details and Related

Hi Morgan, You have two options: 1. Create a workflow automation webhook to add a contact link to the opportunity using middleware software like Zapier. Here is the API endpoint to use: https://api...

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1. Community
2. Ideas & Suggestions
3. Audit log

Agreed!

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1. Community
2. Troubleshooting & Tips
3. Delete dates using bulk edit?

Hi Sheila, You should be a able to bulk delete the dates. If not, zapier webhooks updating Insightly via the API will definitely work. Thank you, Micah

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1. Community
2. Advanced Reporting Series
3. Activity Report Showing ALL Leads (Regardless of whether they have activity)?

Hi David, As a workaround you can create a custom field called '# of tasks'. Everytime a task is created, a zapier integration runs adding a 1 to that field. Alternatively, a custom report with a ...

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1. Community
2. Advanced Reporting Series
3. Third custom field as result of the values of two other fields

Hi Paul, Zapier and workflow automation will do the trick. Use workflow automation post webhook to send data to zapier formatter calculator, calculate the new values and use a PUT webhook to upda...

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1. Community
2. Discussions and Best Practices
3. Recording sales/order dates against a Contact record

Hi Tim, Erin is correct. Enterprise is the best choice for this project. You can try using custom objects or custom fields if enterprise is more than you need. Lastly, I recommend you connect y...

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1. Community
2. Discussions and Best Practices
3. How to capture Leads from a web form and send the data to Insightly CRM

Hi Loxley, I am confident you will find zapier to be a breeze when auto-creating leads. You may also want to check out zapier 'lead score' as step 2 before leads get to Insightly. Lead score will ...

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1. Community
2. Troubleshooting & Tips
3. Add Link to Organization Using Excel

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 Feld...

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1. Community
2. Ideas & Suggestions
3. Custom status options for project status

Thank you for the shout out @eric. Also, I left something out by mistake as it relates to the default project "Status" field that may require custom programming to replicate with a custom "Status" ...

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