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Integrations

Insightly integration

326 views 27 May 2019 3

Insightly is one of the most popular CRMs available. Thanks to our integration you can track time spent on Opportunities, Projects, Tasks, Contacts, Organizations and Leads.

You can also import Contacts and Organizations as Clients into TimeCamp – if you wish to use our invoicing module.

step1

Note: to enable the integration you’ll need administrator’s privileges. To start the integration login to your TimeCamp account go to the Settings (1). Navigate to the Addons bookmark (2).

step2

Find Insightly on the list of available addons and click on “Enable” button.

step3

On a separate bookmark, login to your Insightly account. We’ll need to copy your API key from Insightly – unique to each user.
Click on your avatar in right-upper corner to expand drop-down menu. Enter “User Settings” page.

step4

Your API key is located in “API KEY” section. Copy it.

step5

Go back to TimeCamp.

Paste your API key on integration’s settings page. Click on green “Enable the integration” button.

step6

Pick data you wish to synchronize.

You can track time on Opportunities, Projects, Tasks, Contacts, Organizations and Leads.

You can also import Contacts and Organizations as Clients into TimeCamp – if you wish to use our invoicing module.

step7

TimeCamp will automatically import all selected items. From now on you will be able to track the time spent on each assignment. Go to Project Management page. Note that all selected items are already there, under the main project simply called “Insightly”. You can now track time using TimeCamp’s timesheets, or using our mobile or desktop applications.

step8

If you’re using Google Chrome, you can install our plugin to track time spent on desired items directly in Insightly.

insightly7

Check our integration page – Insightly

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