Connecting with Insightly
How to connect
There are 2 ways to connect Insightly to Everhour: during the signup on step 2 and by going to the Integrations page in your account and clicking to add new integration. You will need to enter your API token that you can find by going to your profile settings.
Everhour will sync projects you have access to. Sync happens periodically and automatically, so Everhour also changes the names of tasks, if they were renamed in Insightly.
We see such pages as Leads, Opportunities, and Projects as projects connected to Everhour. We also see the tasks tab as a project too. If you have a lead and tasks that belong to this lead, we are not able to see its name as a separate project.
To disable your integration with Insightly, go to your Integrations page. This option affects only your account, other team members are still able to track time.
Tracking time with Everhour in Insightly
To see the embedded timer in your Insightly, you need to make sure you have our browser extension installed and authorized after you established connection. To check this, open your Integrations page that will show the status of our extension for the browser where you are logged in Everhour.
When you have an extension, you can:
Track time in Insightly tasks using the timer.
Add time manually or edit previous time entries.
Set estimates on your tasks and users who work on tasks.
Making Reports with Insightly data
There are a number of columns that shows specific data coming from Insightly.
- Workspace shows the name of your account
- The project shows Tasks Overall, Leads, Opportunities and Projects.
- Task shows names of leads, opportunities and projects, and task that you may have for each of them.
- Task number and status show the task id and its state.
- Label show tags you make in Insightly.
What else you should know
There are a couple of things you should be aware of. First of all, it is not possible to connect one Insightly account with several Everhour profiles. We do that not to allow admins from one team to see what you track in another team.
There is also no technical possibility to make a granular workspace or team sync, deciding what projects you wish to connect and where you don’t want to track time.
Another important thing is to understand that we cannot always immediately deliver updates you do in Insightly to Everhour. For that reason, you need to resync your projects on Integrations when you delete, create or rename a project, and to resync tasks of a project from the Projects page when changes are made inside a project (you renamed a task, added a new label, edited time).