Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Insightly API
3. Primary Organisations STILL not working with API

You're welcome, Abe.  It's the link Nick Gee posted. It's a contact update integration allowing your mailchimp subscribers to update their Insightly contact details.   Micah

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• Created February 13, 2019 00:52
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1. Community
2. Insightly API
3. Primary Organisations STILL not working with API

Hi Nick, Yes, Zapier does not give you the option to update the primary linked organization. I think they're using API 2.1 or 2.2 still. Anyway, you will need to create a Zapier PUT webhook using I...

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• Edited February 11, 2019 20:01
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1. Community
2. Discussions and Best Practices
3. Change Insightly Theme Color in New UI

Hi Matt, Sorry to hear this isn't working for you. Try reinstalling the extension, clearing your Chrome browser's cache, restart your computer, and reapply the configurations as seen above. If it s...

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• Created January 30, 2019 13:30
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1. Community
2. Advanced Reporting Series
3. Create report by non-activity?

Hi Josh, The Gmail "To:" field is a variable value i.e. never the same. DO NOT USE samples from Zapier. You will always get an error on the next step unless you have a contact stored in Insightly w...

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• Created January 30, 2019 00:23
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1. Community
2. Troubleshooting & Tips: CRM
3. Why don't all fields map automatically when uploading projects?

Hi Kathy, Yes, please let me know if the import field matching is successful and feel free to contact me micah@cloudreferrals.com to discuss the possibilities of automating your import process. Tha...

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• Created January 28, 2019 16:29
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1. Community
2. Troubleshooting & Tips: CRM
3. Contact Notes Import - Missing Essential Info

Benjamin, You most certainly can import notes on the free account.  If all else fails please try creating notes via the API using Webhooks with Zapier. It may require a little reading but will defi...

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• Edited January 26, 2019 22:27
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1. Community
2. Troubleshooting & Tips: CRM
3. Why don't all fields map automatically when uploading projects?

Hi Kathy, Try copying and pasting the field names into the column names of your csv file. Also, it sounds like you do this import often... is this correct? Maybe there's a root problem we can help ...

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• Created January 26, 2019 22:21
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1. Community
2. Troubleshooting & Tips: CRM
3. Mailchimp Integration

Hi Darla, You also have Insightly Heroes and consultants like myself who can lend a hand.  You can reach me at micah@cloudreferrals.com. If your Mailchimp import issue still persist, please take a ...

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• Created January 26, 2019 22:16
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1. Community
2. Troubleshooting & Tips: CRM
3. Can I call someone to walk through some questions?

Hi Colette, You also have Insightly Heroes and consultants like myself who can lend a hand. You can reach me at micah@cloudreferrals.com Thank you, Micah Feldkamp

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• Created January 26, 2019 22:10
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1. Community
2. Advanced Reporting Series
3. Create report by non-activity?

Hi Josh, Yes, I would be more than happy to provide additional insight.  1. The Zap trigger will depend on your email service. For example, I use Gmail. My trigger is a Gmail Sent Message. 2. Next,...

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• Created January 26, 2019 22:07
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