Integrating Insightly with Josys enables the IT Admin to view the user accounts.
Key benefits
When you integrate Josys with Insightly, you can view a list of user accounts, including their status, roles, account creation and updation timestamp, and team details.
Note: Josys supports multiple Insightly integrations.
Prerequisites
Before you begin with the integration, make sure that you have:
- An Insightly admin account.
- Plus, Professional, or Enterprise plan.
- The URL and API Key
Locating the URL and API Key
Step 1: Log in to Insightly using an admin account. From the User menu, select User Settings.
Step 2: From the API section, copy the API key and API URL to use them later in the integration steps.
Steps to Integrate
Step 1: Select Insightly from the App Catalog in the Apps section.
Step 2: Provide a suitable Label for identification. Enter the URL and API Key copied in the previous section. Click Next to proceed.
Step 3: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.
