How do I connect Klipfolio and Insightly?

You can set up a connection between Klipfolio and your Insightly data to display your marketing metrics on a dashboard.

This article includes:

What options do I have for visualizing my Insightly data?

Create data visualizations based on pre-built options or build your own. The choice is yours!

Pre-built by Klipfolio

In collaboration with industry experts and adhering to current best practices and trends, Klipfolio focuses on getting the most out of your data and presenting it in meaningful, actionable visualizations. Our pre-built content, including pre-built data sources and pre-built Klips can act as a complete solution or as a starting point toward custom building.

  • Insightly pre-built data sources: Data sources provide the foundation for Klip building, so we suggest you create a data source as a first step (before building Klips and adding them to your dashboard). Our pre-built data sources focus on the most sought-after Insightly data and are found on the Service Connectors page, available from this link or from your list of data sources. When you select a service connector from this page, the data source for that service is automatically added.

  • Insightly pre-built Klips: Pre-built Klips enable you to quickly set up a dashboard using predefined visualizations that display common key metrics. Pre-built Klips are found in the Klip Gallery or, for White Label customers, in the Integration Gallery.

Custom-built by you

Taking the time to learn how to create your own data sources and Klips unlocks your data and enables you to control, manipulate, and transform it, leading you to unprecedented insights into your business.

  • Custom data sources: When you create a custom data source, you can either use the pre-built data source as a starting point from which to write your own query or you can write your own queries from the ground up and build a data source from scratch. You create custom-built data sources from the Service Connectors page, accessible from this link or from your list of data sources.

  • Custom Klips: Using our Klip Editor, you can construct and manipulate your data, including integrating multiple data sources, to produce unique, custom-built data visualizations. You create custom Klips from either your list of Klips or your Dashboard.

 

Regardless of whether you choose pre-built, custom-built, or a combination of both, before you can start building Klips and dashboards you need to connect to Insightly data in Klipfolio.

How do I connect to Insightly data in Klipfolio?

To connect your Insightly data to Klipfolio, you will need your Insightly API key.

To get the right data from Insightly, you use your Insightly API key in the queries provided by Klipfolio or in your own query when building data sources.

How do I find my Insightly API key?

To find your Insightly API key:

  1. Log in to your Insightly account.
  2. Click on your profile picture and select User Settings.
  3. Copy and save your API key.

How do I add an Insightly pre-built data source?

To add an Insightly pre-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Insightly from the list.
  2. Select a pre-built data source from the left section of the Pick a Data Request page.
  3. On the Configure Data Source page, expand Authentication (OAuth, 2-Step, X-WSSE, or Basic).
  4. At Type, select Basic HTTP Authentication.
  5. At Username, paste your Insightly API key.
  6. At Password, leave the field blank.
  7. Click Get Resource.

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

How do I add Insightly pre-built Klips?

In the Klip Gallery or, for White Label customers, in the Integration Gallery you can browse individual Insightly pre-built Klips and add them to your dashboard. You replace the sample data that is included in pre-built Klips with your own Insightly data by clicking the menu in the Klip and selecting Connect your data.

How do I create an Insightly custom-built data source?

To create an Insightly custom-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Insightly from the list.
  2. On the Pick a Data Request page, click Create a custom Insightly data source.
  3. Edit the Query URL to return the data you need. Refer to the Insightly API documentation for details.
  4. Expand Authentication (OAuth, 2-Step, X-WSSE, or Basic).
  5. At Type, select Basic HTTP Authentication.
  6. At Username, paste your Insightly API key.
  7. At Password, leave the field blank.
  8. Click Get Resource.

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

How do I create an Insightly data source from scratch?

You can choose to build a data source from scratch. Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn your service’s API to create queries for the data you want, your possibilities are endless. Here’s a quick overview video on APIs and Klipfolio:

  Klipfolio API's 101

If you need assistance using APIs, enlist a data analyst or developer.

Refer to the Insightly API documentation to discover more data requests.

When you are happy with your query, click Get Resource, and then save and name your new data source. You're now ready to use it to build an Insightly Klip.

See the reference table below for API related information and sample queries.

API Documentation Insightly API documentation

Authentication Method

Basic HTTP Authentication
Response Format JSON

Date Format

Example date format:

yyyy-MM-dd

Sample Queries

Pipeline Stages:

https://api.insight.ly/v2.2/pipelinestages

Categories:

https://api.insight.ly/v2.2/OpportunityCategories

How do I create an Insightly custom Klip?

You create custom Klips from either your list of Klips or your Dashboard. You choose a data visualization format, for example, a pie chart, gauge, or table, and decide whether you want to use an existing data source or create a new one. In the Klip Editor, there are limitless opportunities to modify, relate, and display your data. See the following related articles for more information and get building!

Related Links