Focus: The focus of this document is to provide you steps on how to integrate Insightly into your Quote Roller Account.
What does the integration do? This integration allows you to sync your contacts from Insightly into your Quote Roller account.
Step 1: Login into Your Quote Roller Account.
Step 2: Click on Settings, then click on integrations. Find Insightly and click on the “Enable” button.
Step 3: Connecting Insightly with Quote Roller.
A. The following can be found by logging into your Insightly Account, click here.
B. Click on the Settings button on the upper right, then click on the User Settings Tab.
C. Scroll down and you will find the API Key. Copy this and add it to your Quote Roller Integration.
D. Click Save
E. Quote Roller will process the request, if this is done correctly, you will receive the following message, “Your Insightly settings have been saved successfully”.
Step 4: Once the integration has been completed, the next display will be with Quote Roller and now you can “Sync” your Insightly Contacts with Quote Roller.
A. Sync Contacts. Click the sync button. After this has been completed, you will receive an email message from Quote Roller that the contacts have been imported. For your convenience with also provide you with a .TXT file of the contacts that were imported into Quote Roller.
Congratulations, you have successfully integrated your Insightly Clients into Quote Roller!
Step 5: Viewing your Insightly Clients in Quote Roller. Click on Clients. Any client that has the “Insightly” icon came from Insightly.
Step 6: Re syncing and reviewing the last sync. If you ever need to re sync or obtain date/time of the last sync. This can be done under Clients > Import Contacts.
Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.