Merge Unified's Insightly integration Merge Agent Handler's MCP server

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Integrate Insightly with your product—along with any other
CRM
application

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Sync Insightly data

Account

The Account object is used to represent a company in a CRM system.

Contact

The Contact object is used to represent an existing point of contact at a company in a CRM system.

Engagement

The Engagement object is used to represent an interaction noted in a CRM system.

EngagementType

The Engagement Type object is used to represent an interaction activity. A given Engagement typically has an Engagement Type object represented in the engagement_type field.

Lead

The Lead object is used to represent an individual who is a potential customer.

Note

The Note object is used to represent a note on another object.

Opportunity

The Opportunity object is used to represent a deal opportunity in a CRM system.

Stage

The Stage object is used to represent the stage of an opportunity.

Task

The Task object is used to represent a task, such as a to-do item.

User

The User object is used to represent a user with a login to the CRM system.

FAQ on integrating with Insightly API

How frequently does Merge sync data from Insightly?

Merge offers various sync frequencies, depending on your plan.

Daily Sync: Syncs data once per day at a specified time
Standard Sync: Syncs data every 6 hours
High Sync: Syncs data every 3 hours
Highest Sync: Syncs data every hour

You can also trigger immediate re-syncs using the Force Resync endpoint or enable Automatic Webhooks to receive real-time updates directly from Insightly.

Learn more about Merge’s sync frequencies for Insightly.

What are some common endpoints Merge can access when integrating with Insightly?

Merge interacts with several key endpoints from Insightly, including:

Opportunities: Access opportunity data, such as amount, stage, and status
Organizations: Retrieve organization details, like phone numbers, website, and addresses
Contacts: Fetch contact details, including email addresses, phone numbers, and names
Tasks: Access task information, like status, due dates, and owners
Leads: Retrieve lead data, such as title, company, and converted status

Learn more about the endpoints Merge interacts with.

What other CRM integrations does Merge support?

Merge’s CRM Unified API enables you to add dozens of CRM integrations to your product—in addition to Insightly. This includes:

Salesforce
HubSpot
Pipedrive
Zoho CRM
Microsoft Dynamics 365 Sales
Zendesk Sell
ActiveCampaign
Capsule
Copper

Learn more about the CRM integrations Merge supports.

How is your customer's Insightly data encrypted and where is it stored?

Customer data from Insightly, like all other integrations Merge supports, is encrypted both in transit and at rest using industry-standard encryption protocols. Merge also stores this data in secure, SOC 2 compliant, cloud-based environments, ensuring that your customers’ Insightly data is protected and managed in compliance with best practices in the industry.

How long does it take developers to set up an Insightly integration?

Setting up an integration with Insightly via Merge typically takes between 1-3 days. Moreover, once you’ve integrated with Merge’s Unified API, you can access the dozens of other CRM integrations Merge supports, making it easy to scale your CRM integrations, fast.

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40+ Languages

Get Employee Data

1from merge import Merge
2
3client = Merge(
4    account_token="YOUR_ACCOUNT_TOKEN",
5    api_key="YOUR_API_KEY",
6)
7client.hris.employees.list()

import { MergeClient, Merge } from '@mergeapi/merge-node-client';
const merge = new MergeClient({
  apiKey: 'YOUR_API_KEY',
  accountToken: 'YOUR_ACCOUNT_TOKEN',
});
employee = await merge.hris.employees.list()

ApiClient.instance.authentications.tokenAuth = {
  type: 'bearer',
  accessToken: 'API_KEY',
};
new EmployeesApi().employeesList('ACCOUNT_TOKEN', {}, (data) => {
  console.log(data);
});

import (
  "context"
  "fmt"
  merge "github.com/fern-api/merge-go"
  mergeclient "github.com/fern-api/merge-go/client"
  "github.com/fern-api/merge-go/hris"
)

client := mergeclient.NewClient(
  mergeclient.ClientWithAuthApiKey("<YOUR_API_KEY>"),

1ApiClient client = Configuration.getDefaultApiClient();
2client.setBasePath('https://api.merge.dev/api/ats/v1');
3ApiKeyAuth tokenAuth = client.getAuthentication('tokenAuth');
4tokenAuth.setApiKey('API_KEY');
5CandidatesApi apiInstance = new CandidatesApi(client);
6apiInstance.candidatesList('ACCOUNT_TOKEN');

import com.merge.api.MergeApiClient;
import com.merge.api.resources.hris.employees.requests.EmployeesRetrieveRequest;
import com.merge.api.resources.hris.types.Employee;
MergeApiClient mergeClient = MergeApiClient.builder()
    .accountToken("ACCOUNT_TOKEN")
    .apiKey("API_KEY")
    .build();
Employee employee = mergeClient.hris().employees().list(
    EmployeesRetrieveRequest.builder()
        .includeRemoteData(true)

> {

"id":"0958cbc6-6040-430a-848e-aafacbadf4ae","remote_id":"19202938","employee_number":"2","company":"8d9fd929-436c-4fd4-a48b-0c61f68d6178","first_name":"Dirna","last_name":"Emanuel","display_full_name":"Dirna Emanuel", "username": "dirnaemanuel", "groups": [

Meta endpoint

Programmatically access required schemas

Third-party providers require specific (and often different) fields to write data to their APIs, making your code a mess.

Dynamically fetch required data schemas from Merge’s /meta endpoint to make POST or PATCH requests that just work.

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