I followed the instructions above and it works like a charm.

  • H
    haug
    Asked on June 28, 2016 at 12:06 PM

    I followed the instructions above and it works like a charm. But now I'd like to modify the matching of the fields. How do I do that. If I click on "integrations" I am asked to enter my api again and go through the whole process again...

    Christoph

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    victor
    Replied on June 28, 2016 at 12:42 PM

    You can edit the configuration of the integration by pressing the EDIT INTEGRATION button in the INSIGHTLY CRM wizard

    I followed the instructions above and it works like a charm Screenshot 30

    Here you can add or edit the fields to match. Once completed just press COMPLETE INTEGRATION to save the changes.

    I followed the instructions above and it works like a charm Screenshot 41