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See how Burger King deployed our receipt scanning technology to quickly launch their Kingdom Rewards loyalty program without the need to invest time and money integrating with multiple ePOS systems.

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Connect your loyalty program in Insightly without researching its API, registering in a developer program, and getting your application approved. We take care of authentication, secure credentials storage, and token refreshes so you don't have to.

Insightly

Add Comment

Add Link

<p>If you have trouble with creating a Contact, try creating Contacts via the web interface, and then access those Contacts via the API. This way you            can see examples of the fields and sub-elements attached to the Contact. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.</p>


Add Notes

Delete Link

Delete Team Member

Update Link

If you have trouble updating a Contact, try accessing the Contact via the GET request to inspect its fields and sub-elements. A common source of            problems with write/update requests occurs when users either omit required fields, or insert invalid data into a field (for example, by referring a            CATEGORY_ID or LINK_ID which does not exist.

Update Notes

Adds A Comment To A Note

Adds A Comment To A Task

Adds A Comment To A Ticket

Adds A Comment To An Email

If you have trouble with creating a Contact, try creating Contacts via the web interface, and then access those Contacts via the API. This way you            can see examples of the fields and sub-elements attached to the Contact. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds A Contact

This endpoint expects multipart/form-data as the request payload. See Stack Overflow for examples of how to generate multipart requests, or see our <a href="http://github.com/Insightly" target="_blank">client libraries</a> for an example of how this is generated. Only one file can be added per request.

Adds A File Attachment To A Comment

Adds A File Attachment To A Contact

Adds A File Attachment To A Lead

Adds A File Attachment To A Note

Adds A File Attachment To A Project

Adds A File Attachment To An Opportunity

Adds A File Attachment To An Organisation

This endpoint is used to create a new File Category. This endpoint is only accessible to users with administrator permission.

Adds A File Category

Adds A Forum Comment To A Forum Post

If you have trouble with creating a Forum Comment, try creating Forum Comments via the web interface, and then access those Forum Comments via the API. This way you            can see examples of the fields and sub-elements attached to the Forum Comment. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds A Forum Comment

Adds A Forum Post To A Forum

If you have trouble with creating a Forum Post, try creating Forum Posts via the web interface, and then access those Forum Posts via the API. This way you            can see examples of the fields and sub-elements attached to the Forum Post. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds A Forum Post

If you have trouble with creating a Forum, try creating Forums via the web interface, and then access those Forums via the API. This way you            can see examples of the fields and sub-elements attached to the Forum. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds A Forum

If you have trouble with creating a Knowledge Article Category, try creating Knowledge Article Categories via the web interface, and then access those Knowledge Article Categories via the API. This way you            can see examples of the fields and sub-elements attached to the Knowledge Article Category. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds A Knowledge Article Category

If you have trouble with creating a Knowledge Article Folder, try creating Knowledge Article Folders via the web interface, and then access those Knowledge Article Folders via the API. This way you            can see examples of the fields and sub-elements attached to the Knowledge Article Folder. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds A Knowledge Article Folder

If you have trouble with creating a Knowledge Article, try creating Knowledge Articles via the web interface, and then access those Knowledge Articles via the API. This way you            can see examples of the fields and sub-elements attached to the Knowledge Article. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds A Knowledge Article

This endpoint is used to define a new lead source. This endpoint is only accessible to users with administrator access.

Adds A Lead Source

This endpoint is used to add a new lead status option to the instance. This endpoint is only accessible to users with administrator access.

Adds A Lead Status

If you have trouble with creating a Lead, try creating Leads via the web interface, and then access those Leads via the API. This way you            can see examples of the fields and sub-elements attached to the Lead. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds A Lead

Adds A Link

Adds A Milestone

Note: Team Members of Anonymous Teams can only be created via the /Teams endpoint.

Adds A New Team Member

Adds A Note To A Contact

Adds A Note To A Lead

Adds A Note To A Project

Adds A Note To An Opportunity

Adds A Note To An Organisation

Adds A Price Book Entry To A Price Book

Adds A Price Book Entry To A Product

If you have trouble with creating a Price Book, try creating Price Books via the web interface, and then access those Price Books via the API. This way you            can see examples of the fields and sub-elements attached to the Price Book. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds A Price Book

If you have trouble with creating a Product, try creating Products via the web interface, and then access those Products via the API. This way you            can see examples of the fields and sub-elements attached to the Product. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds A Product

This endpoint is used to create a new project category. This endpoint is only accessible to users with administrator permission.

Adds A Project Category

If you have trouble with creating a Project, try creating Projects via the web interface, and then access those Projects via the API. This way you            can see examples of the fields and sub-elements attached to the Project. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds A Project

Adds A Prospect To A Static List

If you have trouble with creating a Prospect, try creating Prospects via the web interface, and then access those Prospects via the API. This way you            can see examples of the fields and sub-elements attached to the Prospect. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds A Prospect

Adds A Quote Product To A Quote

If you have trouble with creating a Quote, try creating Quotes via the web interface, and then access those Quotes via the API. This way you            can see examples of the fields and sub-elements attached to the Quote. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds A Quote

If you have trouble with creating a record, try creating records via the web interface, and then access those records via the API. This way you            can see examples of the fields and sub-elements attached to the record. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds A Record

PROSPECT_ID, CATEGORY, and ACTION are all required when creating an event. These are used to properly categorize and score the event.

Adds A Structured Custom Event

Adds A Tag To A Contact

Adds A Tag To A Knowledge Article

Adds A Tag To A Lead

Adds A Tag To A Project

Adds A Tag To A Prospect

Adds A Tag To A Ticket

Adds A Tag To An Email

Adds A Tag To An Opportunity

Adds A Tag To An Organisation

This endpoint is used to create a new task category. This endpoint is only accessible to users with administrator permission.

Adds A Task Category

If you have trouble with creating a Task, try creating Tasks via the web interface, and then access those Tasks via the API. This way you            can see examples of the fields and sub-elements attached to the Task. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds A Task

Adds A Team Member

TEAM_NAME is required when creating a Team with ANONYMOUS_TEAM set to "false". When creating Anonymous Teams, e.g. ANONYMOUS_TEAM=true, you must include all the Team Members that should be part of the team. A minimum of one Team Member is required.             For more details, please refer to GET /Teams above.

Adds A Team

If you have trouble with creating a Ticket, try creating Tickets via the web interface, and then access those Tickets via the API. This way you            can see examples of the fields and sub-elements attached to the Ticket. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds A Ticket

Adds A Translation For A Knowledge Article In A Specific Language

Adds A Translation For A Record In A Specific Language

Adds An Activity Set To A Contact

Adds An Activity Set To A Lead

Adds An Activity Set To A Project

Adds An Activity Set To An Opportunity

Adds An Activity Set To An Organisation

If you have trouble with creating an Event, try creating Events via the web interface, and then access those Events via the API. This way you            can see examples of the fields and sub-elements attached to the Event. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds An Event

This endpoint is used to create a new opportunity category. This endpoint is only accessible to users with administrator permission.

Adds An Opportunity Category

Adds An Opportunity Product To An Opportunity

If you have trouble with creating an Opportunity, try creating Opportunities via the web interface, and then access those Opportunities via the API. This way you            can see examples of the fields and sub-elements attached to the Opportunity. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds An Opportunity

If you have trouble with creating an Organisation, try creating Organisations via the web interface, and then access those Organisations via the API. This way you            can see examples of the fields and sub-elements attached to the Organisation. A common source of problems during write/update request is caused when users omit            required fields, or insert invalid data in a field (e.g. reference a CATEGORY_ID that does not exist in the user's Insightly instance.

Adds An Organisation

Changes Current Pipeline For The Opportunity

Changes Current Pipeline For The Project

Changes Current Pipeline Stage For The Opportunity

Changes Current Pipeline Stage For The Project

Changes Current Price Book For The Opportunity

Clears Pipeline For The Opportunity

Clears Pipeline For The Project

This endpoint is used to deactivate an existing File Category. This endpoint is only accessible to users with administrator permission.

Deactivates A File Category

This endpoint is used to deactivate an existing project category. This endpoint is only accessible to users with administrator permission.

Deactivates A Project Category

This endpoint is used to deactivate a task category. This endpoint is only accessible to users with administrator permission.

Deactivates A Task Category

The endpoint is used to deactivate an existing opportunity category. This endpoint is only accessible to users with administrator permission.

White Label Loyalty + Insightly integration

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