How do I connect Klipfolio and Insightly?

You can set up a connection between Klipfolio and Insightly to show your CRM data on a dashboard. Use the steps in this article to learn how set up that connection.

What is Klipfolio?

Klipfolio integrates with many cloud services and tools to create beautiful data visualizations.

How do I get started with Insightly?

You have the following options for visualizing your data on a dashboard in Klipfolio:

Try the Klip Gallery Use the Connector Gallery
The Klip Gallery allows you to track your key metrics using pre-built Klips for some of the most popular services and data sources. The Connector Gallery helps you get your data fast with pre-built queries. Use this article as a guide to build your own Insightly data source.

If you want to build a data source entirely from scratch, use the Advanced section below.

Authenticate with Insightly

You can choose to connect with Insightly using the Connector Gallery or the Klip Gallery in Klipfolio. Either way, the first thing you will be asked to do is authenticate and create a handshake connection between your Klipfolio and Insightly accounts.

To Find your Insightly API Key,

Location Action
  • Log in to your Insightly account.
  • Click on Your Icon and select User Settings.
  • Copy and save your API key.
  • In Klipfolio, under Authentication, select Basic HTTP Authentication.
  • Paste your API Key into the Username text box in Klipfolio.
  • Leave Password blank.

Advanced: Build a data source yourself

Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn how to get data into Klipfolio using APIs, your possibilities are endless. Here's a quick and simple overview video on APIs and Klipfolio:

  Klipfolio API's 101

If APIs are a bit too tricky for you, enlist a data analyst or developer to help you.

If you want to edit an Insightly data source that you already created, check out How to edit or reconfigure a data source, and get step-by-step instructions.

Insightly quick reference table

Authentication: Basic HTTP authentication
Sample Query:

For Insightly Users:

https://api.insight.ly/v2.1/Users
API Documentation: Insightly API docs

Advanced query examples

For Insightly Pipeline Stages:

https://api.insight.ly/v2.1/pipelinestages

For Insightly Opportunities (This Year):

https://api.insight.ly/v2.1/opportunities?$filter=DATE_CREATED_UTC%20gt%20DateTime%27{date.startOfYear.format('yyyy-MM-dd')}T00%3A00%3A00%27

To learn more about this query, see the OData Support section in the Insightly doc Technical Details

For Insightly Categories:

https://api.insight.ly/v2.1/OpportunityCategories

For Insightly Users:

https://api.insight.ly/v2.1/Users

Related Links