How to connect your Yondo account to Insightly?

In this article we will discuss how to connect Yondo to your Insightly CRM. 

First, in your Yondo dashboard, go to the Apps sections in the navigation bar on the left. 

Next find the Insightly App in the list and click on it to bring up the connection window. Insightly_API_window.png

Next, you will to go into your Insightly to get your Personal API Token. This can be found in the User Settings section, under API Key. If you would like more information on how to find this code,  please refer to this article on how to Find your API Key.



Copy the API token, and paste it into the Insighlty connection window on your Yondo dashboard. Then click Enable. 



Once enabled,  Yondo will send the Name and Email of anyone that makes a purchase of your content to Insightly and create a new contact for each new customer. 

If you would ever like to disconnect your Yondo account from your Insightly  account, simply click on the Enable Toggle so that it shows "Disabled" and the link between the two platforms will cease. 

For more information on other third party integrations, please refer to our support articles in the Integrations and Apps  section

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