Insightly
Insightly is a customer relationship management (CRM) platform that helps businesses with sales, marketing, and project management. It's a versatile tool for managing customer relationships and automating business processes.
Before you begin
To begin monitoring Insightly, ensure you have the following components and permissions in place:
- OpenLM components: OpenLM Cloud Broker, approved in Broker Hub.
- Platform-specific Requirements: You'll need administrative access to your Insightly account to generate an API key and secret with the necessary read permissions.
Configure data collection
- To find your API Key and URL in Insightly, simply navigate to the top right user icon in your CRM navigation and select User Settings.
- From here you'll see your API key and URL.
- Add Credentials: In the OpenLM Cloud Broker dashboard, find the Insightly integration and enter the API Key.
Insightly credential configuration in Cloud Broker
Approve Insightly in OpenLM Platform
- Sign in to OpenLM Platform.
- From the menu, go to License Servers → Pending Server.
- Select the Insightly data source, then select Approve and Merge.
Verify the integration
- In OpenLM Platform, go to Allocation.
- Confirm Insightly usage data appears.
note
It can take up to 3 minutes for data to appear after approval.
Viewing reports
- User activity trends — see which users are most active in the platform; reallocate seats accordingly.
- Expired or unused licenses — identify inactive users and reclaim their seats.