Insightly
Insightly Usage Monitoring
About 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. Monitoring Insightly usage is important for ensuring that licenses are used effectively and for optimizing costs. This is similar to monitoring other CRM platforms like Salesflare or Pipedrive.
Prerequisites
To begin monitoring Insightly, ensure you have the following components and permissions in place:
- OpenLM Components: OpenLM Cloud Broker and OpenLM SLM are required.
- Platform-specific Requirements: You'll need administrative access to your Insightly account to generate an API key and secret with the necessary read permissions.
Configuring data collection
Follow these step-by-step instructions to set up data collection for Insightly in OpenLM Cloud Broker:
- 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.
- Verify Connection: Test the connection to ensure that OpenLM can successfully retrieve data.
- Approve in OpenLM: Approve the new data source within the License Servers section.
- See Data: Usage data for Insightly will now be visible in the OpenLM Allocation service.
Viewing reports
Access your reports to analyze usage patterns.
- User Activity Trends: See which users are most active in the platform, helping you manage resource allocation.
- Expired/Unused License Reports: Identify and reclaim licenses from inactive users.