Insightly is a modern Customer Relationship Management (CRM) and project management platform designed to help businesses manage customer data. Coefficient allows you to sync live data directly from Insightly into your Google Sheets or Microsoft Excel workbooks.
Through Coefficient's AI-powered agent chat, users can effortlessly import their Insightly data, opening up new avenues for analysis. Once imported, you can also schedule automatic refreshes, create snapshots, and set up automations to keep your data up to date. 📋

Connecting to Insightly 

Importing with Insightly 

Schedule your Import, Snapshots, and Add Automations

FAQs for Insightly Integration

Connecting to Insightly 

When you begin an Insightly import for the first time, you will need to go through a few steps to connect to Insightly as a data source for Coefficient.

1. Open the Coefficient Sidebar and click the Menu.

2. Select “Connected Sources”.

3. Select “Add Connection” at the bottom and then “Connect” to Insightly.

4. Generate an API Key for your account in Insightly. ℹ️ NOTE: If an API Key is not yet created for your account, it needs to be created from the Insightly platform.  You can find your API Key and API URL in your Insightly account under User Settings > API Please see the Insightly API documentation for details.

5. Enter the API Key generated from Insightly and click Connect.

6. When successful, you can proceed with creating an import by clicking the "Import data..." button at the bottom.

Importing with Insightly

1. Open the Coefficient Sidebar and click on the “Import from…” button.

2. Select “Insightly ” from the list.

3. Enter a clear and specific prompt describing your request for the data you need from Insightly.

4. Fields relating to your request will appear in the sidebar for you to select/unselect to include in your import. Click on "Add fields" to show all available fields. Click "Import" to proceed.

5. Please allow a moment for the agent to generate your import. (The results will appear shortly.) Congratulations on creating your first Insightly import through the agent chat! 🎉

Schedule your Import, Snapshots, and Add Automations

Once you have pulled your data into your spreadsheet using Coefficient, you can set up the following:

1. Schedule your Import

2. Turn on Snapshots

3. Set Up Automations

FAQs for Insightly Integration

How can I update or add filters to refine the data in my Insightly import?

To edit your import, open it from the sidebar and click “Edit this import” under the summary section (see screenshot). From there, enter a new prompt in the agent chat describing the updates you’d like to make (such as adding filters or adjusting sorting).

Can I schedule my import for auto-refresh after it has been created by the agent?

How can I provide feedback about my experience with the agent chat?

After your import is created, a prompt will appear in the sidebar allowing you to share your experience with the agent by selecting like or dislike.  Your feedback helps us continue to improve the experience. 🙏🏼