Why can't I see any options when matching fields in Insightly?

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    beerleague
    Asked on July 24, 2017 at 02:42 PM

    I am trying to integrate a program called Insightly.  I have provided the API code, and it was validated and authenticated.

     

    However, when it comes to matching the fields it isn't allowing me to select an option.  I"m not sure what to do?

    I've included a screen shot.

  • Profile Image
    Jim_R
    Answered on July 24, 2017 at 04:33 PM

    Please build your form first. The reason you're not seeing any options when matching fields was because you don't have any fields on the form you have on your screenshot yet.

    https://www.jotform.com/72034103554142

    As soon as you have some fields that "match" your Insightly CRM fields, you should see them as an option on the integration setup.

    Complete guide: How-to-Integrate-your-form-with-Insightly-CRM