Insightly Integration: Map Multi-select Dropdown field to the integration

  • Jane_Knight
    Asked on June 23, 2021 at 6:51 AM

    Most of my form/ Insightly lead fields have mapped across brilliantly. However, not all of my Insightly lead fields are shown in the drop down. One in particular is a multiselect field. It exists on the jot form as a multiselect and exists in Insightly on the lead as a multiselect (both with identical options). Why can't I map this or see it in the integration filed drop down?

  • Jovanne JotForm Support
    Replied on June 23, 2021 at 9:52 AM

    Hi, thank you for contacting support.

    Please allow me some time to check on this, and I will get back to you as soon as I have more information.

    Thank you.

  • Jovanne JotForm Support
    Replied on June 23, 2021 at 10:11 AM


    Are you perhaps referring to the field How did you hear about Successful Mums Career Academy?

    It seems that you have added this as an Insightly custom field. Unfortunately, custom fields are not supported by the integration. Only defaults fields from Insigntly are currently supported in the integration.

    Please confirm if this is the field you're referring to so we can forward this ticket to our developers to request to map custom fields in the integration.

    We look forward to your response.

  • Jane_Knight
    Replied on June 29, 2021 at 4:22 AM

    Hi Jovanne_A

    That is the field. All the other custom fields have mapped across, just not that one. For example we also ask "Please confirm which borough you live in?" and a number of other questions. These are all listed as custom fields on Insightly and they all map across/are shown in the mapping dropdown.

    1624954855 60dad7e705495 Screenshot 2021 Screenshot 10

    The only difference I can see with the "how you heard about us" question is the actual question format itself - a multi select. Is that what is preventing the mapping instead?

  • Jovanne JotForm Support
    Replied on June 29, 2021 at 8:57 AM


    Yes, it seems that the integration won't support a multi-select dropdown from mapping to the Insightly custom field. As a workaround, you can add a Textfield and copy the value from the multi-select field to the text field. You can use the Textfield to map on the Insightly custom text field.

    1624971405 60db188df0e1e  Screenshot 10

    1624971422 60db189e417c7  Screenshot 21

    Please give it a try and let us know how it goes.

  • Jane_Knight
    Replied on June 30, 2021 at 1:19 PM

    Thank you, the work around worked - to a certain extent. However, we still needed a drop down in Insightly, so the copied text wasn't always suitable and it didn't map well.

    We've now changed the question and Insightly field to a single drop down. These map very well.

    Perhaps in future multiselects will be added to the development of the Insightly and Jot form integration :-)

    Thank you for your help with this.

  • Jovanne JotForm Support
    Replied on June 30, 2021 at 6:46 PM


    I have forwarded this ticket to our developers as a feature request.  Please note that we can't give an ETA for when this will be implemented. Feature requests depend on the workloads of our developers and popularity among our users. But rest assured we will inform you via this thread once this feature becomes available.

    Let us know if you have any other questions, or if you need further assistance. We will be glad to help you.