How can I integrate more than three fields for Insighlty?

  • jayalaxmi
    Asked on March 6, 2017 at 12:22 AM

    Hello,

    I would like to integrate more fields from my jotform to Insightly.  How do I do this?  There is only three allowed. Is there an upgrade?  If so, how many fields are possible?

    Thank you.

  • Charlie
    Replied on March 6, 2017 at 3:18 AM

    I tested the Insightly integration and I was able to add more fields on it, what list did you select? In the "Contact" list, you should see the "Add new field" button:

    How can I integrate more than three fields for Insighlty? Image 1 Screenshot 30

     

    Below you can see that I can add more than 3 fields:

    How can I integrate more than three fields for Insighlty? Image 2 Screenshot 41

     

    Please note that you need to take consideration of the type of field input you are matching from Insightly to JotForm fields. As far as I know, there are not limits on the number of fields, but the only issue that you may encounter is matching their types. Example, the address field of JotForm may NOT work in a text area field in Insightly, you need to match it on an address field also.

    I hope that helps.