Insightly API

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

Connect your product to all the applications your customers use via Merge's

CRM

Unified API to close more deals, retain customers, and expand to new markets

Get a demo

Top integration use cases for Insightly

Sync Insightly Data

Accounts

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

Docs

Contacts

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

Docs

Engagements

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

Docs

Engagement Types

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.

Docs

Leads

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

Docs

Notes

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

Docs

Opportunities

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

Docs

Stages

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

Docs

Tasks

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

Docs

Users

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

Docs

FAQ on integrating with Insightly’s 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.

Trusted to power integrations Globally

Build Smarter

Make integrations your competitive advantage

More sales, less code, fewer headaches

Focus on your core product

Stop diverting your engineers to yet another integration and let them get back to work.

Give customer success a break

Manage your simplified integration issues in a single pane. No therapist required.

Stop losing sales due to integrations

Launch integrations in days, not quarters. Your sales team will thank you.

Seamless Account Linking

Integration authentication that feels like magic

Merge seamlessly manages authentication and authorization on behalf of your customers.

Offer account linking and permission controls to your users with Link for a customizable frontend or with Magic Link for URL-based authorization

View docs

APIs Made Simple

The toolkit for all your integration needs

We make integrations painless with accessible API design, dead-simple SDKs, and beautiful documentation that we agonize over.

View docs

Get Employee Data

import merge
from merge.client import Merge
merge_client = Merge(api_key="<YOUR_API_KEY>", account_token="<YOUR_ACCOUNT_TOKEN>")
employee = merge_client.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>"),
  mergeclient.ClientWithHeaderAccountToken("<YOUR_ACCOUNT_TOKEN>"),
)
employee, err := client.Hris().Employees().List(
  context.TODO(),
  &hris.EmployeesRetrieveRequest{
    IncludeRemoteData: merge.Bool(true),
  },
)
if err != nil {
  return err
}
fmt.Printf("Retrieved employee with ID %q\n", *employee.Id)

ApiClient client = Configuration.getDefaultApiClient();
client.setBasePath('https://api.merge.dev/api/ats/v1');
ApiKeyAuth tokenAuth = client.getAuthentication('tokenAuth');
tokenAuth.setApiKey('API_KEY');
CandidatesApi apiInstance = new CandidatesApi(client);
apiInstance.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)
        .build());

{
"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": [
  "21a54124-397f-494d-985e-3c5b330b8a68"
],
"work_email": "dirna@merge.dev",
"personal_email": "dirnaemanuel@gmail.com",
"mobile_phone_number": "+1234567890",
"employments": [
  "17a54124-287f-494d-965e-3c5b330c9a68"

+ More languages

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.

View Docs

Beyond Building

Rely on the best integration observability system

Let our logs, issue detection, and automated alerts save your customer success team time, money, and headaches.

Forget maintenance - let your developers focus on building!

Start for free

How Drata helps thousands streamline their SOC 2 with Merge

Read case study

”Working with Merge’s Unified API and beautiful React component took less than a sprint to integrate, test, and release.”

Daniel Marashlian

Co-Founder & CTO

We're the cheat code to your integrations strategy

Revolutionize your integrations strategy for HR, payroll, directory, ATS, project management, ticketing, accounting and CRM platforms.

Start for free or talk to our sales team and learn how Merge makes it easy to add all your integrations in days – not years.

Get a demo

Create account

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

Top integration use cases for Insightly

Sync Insightly Data

FAQ on integrating with Insightly’s API

How frequently does Merge sync data from Insightly?

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

What other CRM integrations does Merge support?

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

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

Make integrations your competitive advantage

Focus on your core product

Give customer success a break

Stop losing sales due to integrations

Integration authentication that feels like magic

The toolkit for all your integration needs

Programmatically access required schemas

Rely on the best integration observability system

How Drata helps thousands streamline their SOC 2 with Merge

Read more about building and maintaining multiple integrations

We're the cheat code to your integrations strategy

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