Connect Insightly to TruLata

#Steps

1. In Insightly: your picture at the top right, User Settings, API.
2. Same page: the part after api. in the API URL, like na1.
3. On the Integrations tab of your dashboard, open the Insightly card, fill in the API key and API pod and press Connect. TruLata checks it works before saving it, keeps it encrypted and only reads with it.

#After you connect

The card on the Integrations tab says Connected once it works, with a Disconnect button. If it later says Needs attention, open the card to read why and connect it again. A tab that reads from Insightly appears once the connection works.

What Insightly brings into TruLata, and which tab it fills: Insightly and TruLata.

Every integration, and how each kind of connection works: Connect a tool.