Insightly Time Tracking Setup
Our Insightly integration allows you to connect your Hubstaff and Insightly accounts so your team can see their assigned tasks in the desktop client and track time on them. Setting up the integration is a fairly simple process.
IMPORTANT: You must connect your account in order to see tasks that are assigned to you. Also, connecting an integration allows for time to be sent back to the third-party software.
Step 1
To get started, click on Settings & Policies > Integrations on the sidebar menu.
Step 2
Then select the Insightly logo on the integration options.
Step 3
You will need to get your API Key from your Insightly account to complete the integration. To do this, click on the account menu (this is under the profile picture in the top right corner) and select the User Settings option.
Step 4
Choose a name for the integration and add the API key from the Insightly account.
Once the information is added click on Next.
Step 5
Once you’ve done that, you’ll be taken back to Hubstaff where you can complete the integration by linking your projects and users.
A. Sync all – all projects are synced to Hubstaff, and if a project with the same name doesn’t exist, each new project will automatically be created and synced once you click on the Confirm button.
B. Select from list – allows you to choose which projects to connect to Hubstaff. Check or uncheck project names on the left column. You can also choose to manually sync projects. Choose either Select All, or Unselect All, or manually choose each project you wish to link to Hubstaff. Click on Next to move to the next step.
Step 6
Next, you’ll need to connect users to your integration. Make sure the Auto add new users option is enabled so that all new users added to Hubstaff are automatically added to your integration. You can also choose to Select all or Unselect all, or manually choose which users you want working on your integration. Click Finish to end the setup.
Each user will be sent a confirmation email with a link to authenticate their account. After authenticating, they will be connected to your integration and will see the tasks assigned.
The desktop timer will have the tasks on the right side once the Insightly project is selected.
The Insightly integration allow time entries to be logged in the form of a comment
Tasks might not sync right away. It can take approximately 5 minutes after linking your team. Also, please keep in mind that each time you add a new project or user to your project management tool, the integration needs be refreshed in Hubstaff for those changes to take effect, then link those accordingly.
Currently, when you add a new project in the project management third-party provider, you need to access the integrations page in Hubstaff > refresh the projects list > link the new project > assign team members to the Hubstaff project that’s linked to the newly added project.
This integration supports logging time back to the integration as comments. To learn more, click here.
Tasks can be completed outside of Hubstaff in the project management tool to have the time synced as well.
Tasks synchronized with an integration will remain in Hubstaff as a simple task if the integration is deleted.
