Insightly

Connect Insightly

Insightly combines a sales pipeline with project management, so a won opportunity often flows straight into a project and an invoice for you. That customer and deal data stays inside Insightly, while your accounting has to enter it again separately. Schakel places your organisations as relations and your won opportunities as invoices in your accounting, so the handover from sale to books runs without retyping.

Systems · 180
From
To

Insightly

What travels with Insightly

  • Organisations as relations

    The company behind an opportunity becomes a relation in your accounting, with address and contact details. Existing relations are recognised.

  • Won opportunities as invoices

    An opportunity you mark won can land as a draft or final invoice with amount and description in your books.

  • Deal value and ledger

    The opportunity value carries over and lands on the ledger you choose, so revenue per deal type stays recognisable.

Why connect Insightly

  • A won deal becomes an invoice without retyping.
  • Organisations and relations stay clean and free of duplicates.
  • Revenue per deal type stays recognisable in the ledger.
  • Sales works in Insightly, your books keep up automatically.

How it works

  1. 01

    Connect Insightly

    Connect Insightly to Schakel through its API. You rebuild nothing inside Insightly.

  2. 02

    Choose which opportunities book

    Decide which pipeline or stage produces an invoice and on which ledger and VAT rate it lands.

  3. 03

    From won deal to invoice

    Mark an opportunity won and the invoice sits on the right relation in your books.

Insightly, common questions

Can I connect Insightly to my accounting?

Yes. Request this connector and get access; won opportunities and their organisations from Insightly are then placed in your accounting as invoices and relations.

Does every opportunity have to become an invoice?

No. You choose which pipeline or stage produces an invoice; other opportunities stay out of the accounting.

Does the invoice arrive as draft or final?

You decide, depending on your accounting package and whether you want to check before sending.

A Insightly connection you do not see here?

Tell us which system Insightly should connect to. Request it and you get access; you hear from us within 24 hours.