Configure life cycle management for Insightly

About Insightly

Insightly is a CRM platform designed to help businesses manage their customer interactions, sales processes, and project management. It provides tools for tracking leads, managing contacts, and automating marketing campaigns.

By integrating Insightly with ManageEngine Identity360, you can enable the following life cycle management capabilities.

Provisioning features supported

• Create users: A new account will be automatically created in Insightly when a user is provisioned to that application in Identity360.
• Modify users: Modify users' account attributes in Inisghtly as and when their profiles get modified in Identity360.
• Delete users: Delete a user account in Insightly from Identity360.

The following steps will help you configure the supported life cycle management capabilities for Insightly from Identity360.

Prerequisites

1. Log in to Insightly as a Super Admin.
2. Click the Profile icon at the top-right corner, and then click System Settings.
Portal view of Insightly
3. On the System Settings page, click SAML and SCIM tab.
System Settings of Insightly
4. Check Enable SCIM Provisioning box if you are configuring life cycle management for the first time.
   Note: Configuring SSO in Insightly is mandatory to enable SCIM provisioning.
5. Copy the SCIM Token and SCIM URL values, which will be used later during Identity360 configuration
6. Click Save.
Enabling SCIM provisioning in Insightly

Identity360 configuration steps

1. Log in to Identity360 as an Admin or Super Admin.
2. Navigate to Applications > Application Integration and click Create New Application.
3. Select Insightly from the applications displayed.
   Note: You can also find Insightly from the search bar located at the top.
4. Under the General Settings tab, enter the Application Name and Description, if necessary.
5. Under the Choose Capabilities section, select the capabilities you wish to enable, and click Continue.
   General settings of SSO configuration for Insightly
   Note: If you select Provisioning, the Import/Sync option will automatically be enabled. This is because the data imported or synchronized from an application is used for provisioning and access management capabilities.
6. Under the Integration Settings tab, select a suitable Connection from the drop-down under the Application Connection section. If there are no existing preconfigured connections, click Create New Connection to set up a new connection.
7. Click Save to complete configuring Import/Sync, Provisioning, or Access Management for the application.
Selecting a connection for Insightly

Application connection

An Application Connection is a link established between Identity360 and Insightly to automate the process of syncing, creating, or updating user accounts in Insightly. This ensures that user accounts are consistently managed and synchronized between Identity360 and Insightly.

Steps to create an Application Connection

1. After giving application-specific details, navigate to the Integration Settings tab. In the Connection pane, click Create Connection.
   Note: Alternatively, you can create and manage Application Connections by navigating to Applications > Application Connection > Create New Connection > Choose Insightly from the Application drop-down.
Creating a new connection for Insightly
2. In the configuration pane, enter the Connection Name.
3. Paste the SCIM URL and SCIM Token copied in step 5 of prerequisites in the SCIM Base URL and SCIM Token fields respectively.
4. Click Authorize, and the new Application Connection will be saved automatically. In case of any issues with establishing the connection, follow the steps for resolution here.
Configuring connection for Insightly
5. You can test if the connection is active by clicking Test or reestablish the connection by clicking Reconnect.
6. Click Save to complete the application configuration.
Testing the connection to Insightly

You have now successfully configured provisioning for Insightly, ensuring user accounts are automatically provisioned and synced to the application.