How to access your API key in Insightly (3 easy steps)
Insightly is a customer relationship management (CRM) platform designed to help businesses manage their relationships, sales, projects, and tasks in a centralized system. The platform is particularly popular among small to medium-sized businesses, although it can be used by larger enterprises as well.
While you can benefit from Insightly’s standalone features and capabilities in a variety of ways, you can get even more value by integrating Insightly with your product or your internal applications.
To do so, you’ll first need to procure your unique API key. We’ll break down the steps for doing exactly that below!
Step 1: Login to Insightly
When creating a free account, enter your name, email address, and a password to get started.
Related: A guide to CRM API integration
Step 2: Navigate to the user settings
Once logged in, locate and click on your profile or user icon in the top right corner of the screen. A drop-down menu will appear. Select "User Settings" from the options.
Step 3: Scroll down to the API key section
Within the User Settings, scroll down the page until you see “API”. A key will already be generated for you, but you can generate a new one if needed.
Other key considerations for building to Insightly’s API
Before integrating with Insightly’s API, it’s worth considering other items:
Insightly’s CRM product offers multiple levels of pricing. In addition to their free version, they offer Plus, Professional, and Enterprise plans. Pricing is also on a per seat basis and comes with varying capabilities.
To dive into Insightly’s pricing, check out their pricing page.
Insightly uses rate limiting to prevent API abuse. According to their their documentation, the number of requests are limited on a per-instance basis with no more than 10 requests allowed per second.
The daily rate limit is set based on the plan level you/your organization choose. The rate limits are as follows:
- Free: 1,000 requests/instance
- Legacy plans: 20,000 requests/day/instance
- Plus: 40,000 requests/day/instance
- Professional: 60,000 requests/day/instance
- Enterprise: 100,000 requests/day/instance
In the screenshot below, you can see rate limits per plan as well.
Errors to look out for
Some common response messages you might see include:
- 400: Data validation error
- 401: Authentication failed
- 403: Record or storage limit reached
- 404: Record not found
- 417: File Attachment insert failed
There are countless others though. You can refer to Insightly’s API documentation to learn more.
Many of your customers use other CRM tools, like Hubspot, Salesforce, or Zendesk.
You can offer integrations with any of the CRMs your clients use by building to Merge’s CRM unified API.
To learn more about the API, and Merge’s platform more broadly, you can schedule a demo with one of our integration experts!