The first time you add an Insightly card to a FLO, you will need to create a configuration. This will allow you to connect to your account, save your account information, and reuse that configuration next time you build a FLO with the connector. That way, you don’t have to sign in every time you want to build a FLO with this Connector. Instead, use the configuration you have already set up. You can create and save multiple configurations and share them with your teammates.

Here’s how to set up a new configuration in Insightly:

  1. First, enter in an Account Nickname. This should be unique so if you are connecting multiple Insightly accounts you will be able to tell them apart.
  2. Then enter in your Insightly Account’s API key. It should look something like this “fce3cc45-ee4a-4716-b608-3fc555969de1” and can be found under ‘User Settings’ in Insightly.
  3. Lastly, click “Create” to save your configuration.