Insightly Integration
Insightly is a cloud-based customer relationship management (CRM) software. Insightly offers a variety of features to help businesses manage their contacts, organizations, vendors, suppliers, and even projects.
How does this integration help Sprinto
The integration primarily helps Sprinto retrieve the user account details like user name, email address, role, etc. It helps Sprinto to map and check if the user with access offboards the organization. The org role information also helps Sprinto ensure only the configured valid roles access the system.
Sprinto checks for Insightly
Following are the available Sprinto checks for Insightly integration:
User should be identified
Insightly access should be removed for offboarded user
Critical system access control should be configured
User access to Critical System should be valid Note: The user access to the critical system becomes valid if the respective Org role is added to the system.
Before you begin
Log in to Sprinto as administrator.
Ensure you have “Admin” access on the Insightly account you want to integrate.
Sprinto uses Truto.one as the integration partner to build this integration.
Integrate Sprinto with Insightly
Follow the below steps to integrate Insightly on Sprinto:
Get the API key from the Insightly account.
Log in to your Insightly account using your credentials or available Single Sign-On (SSO) options.
Click on the user icon at the top right and select User Settings.
Scroll down the user settings, copy the API key and API URL, and save it securely. We will need these details on Sprinto to build integration.
Integrate Insightly on Sprinto.
Go to Security Hub > Settings > Integrations > Available, and click Connect next to Insightly.
Read the on-screen instructions, and click Next.
On Integration page, select the acknowledgment checkbox and click Connect to Insightly. Note: Ensure you have a pop-up window enabled on your browser.
On Authentication page, enter the API key and API URL details copied from Step 1, and click Connect.
Add Insightly as a critical system.
On Sprinto app, go to Security Hub > Access > Critical systems, and click + Add Critical System.
On Add Critical System page, select Insightly and click Add System.
Configure valid users for Insightly.
Go to Security Hub > Access > Critical systems, and select Insightly.
On the Summary page, click Configure Now next to the Insightly account.
On the Manage page, click Configure next to access validity.
Choose one of the options to define valid users based on roles.
Final Step
After completing Step 4, allow 15 to 20 minutes for Sprinto to finish the data syncing process. Sprinto may take few hours to evaluate the synced data and activate relevant Sprinto checks. If needed, visit Security Hub > Access > Critical System to check for pending tasks next to Insightly.
If you need any assistance with the integration, kindly get in touch with Sprinto support.
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