Nexus Software Labs

nexussoftwarelabs@gmail.com

Nexus Insightly Integration

Overview

Nexus has developed a module which eases the integration of Insightly with Odoo.The module is basically designed for Importing the most essential data which is needed in Odoo.

Import Functionalities are as follows:

1.Import Pipeline

2.Import Pipeline Stages

3.Import Organisations

4.Import Contacts

5.Import Projects

6.Import Tasks

Screenshots

Get Connected with Insightly

Step1:Login to your Insightly Account

Step2:Navigate to Profile icon on the top right corner and then User Settings.

1.Import Pipeline

This will import Insightly Project and Opportunity PIpelines into Odoo

2.Import Pipeline Stages

This  will import stages from Insightly into respective pipelines

3.Import Organizations

This will get all your Insightly Organizations into Odoo.

It will also map tags as well as mark it as  Company in Odoo.

4.Import Contacts

This will import all Insightly Contacts into Odoo and will mark it as an Individual in Odoo.

5.Import Projects

This will Import Projects from Insightly into Odoo.

6.Import Tasks

Please do contact us for further details.

Note : This module depends on web_notify which is freely available on Odoo Appstore (REF LINK : https://apps.odoo.com/apps/modules/14.0/web_notify/),
We provide one time free setup and free support for 7 days.

Module has been extensively tested on Odoo Vanilla.

Thanks