Insightly CRM

while tablelistpro provides its own basic crm, you can also use a third party platform like insightly crm for greater functionality through the integration, whenever you add or change reservations and/or admissions in tablelistpro, your customers will be automatically synced to insightly as contacts and your reservations/admissions as opportunities to add this integration, you will need an api key log into your insightly account, click the user menu, then go to user settings next, scroll down on this page to find the api key on tablelistpro's integrations page, click insightly , toggle the button to enable it, enter the api key, then press save custom fields some of the data that tablelistpro sends to insightly doesn't fit in their provided fields, so you will need to set up custom fields otherwise, the data syncing will fail follow insightly's guide for creating custom fields by going to https //support insight ly/hc/en us/articles/204061084 how to create a custom field https //support insight ly/hc/en us/articles/204061084 how to create a custom field the list of custom fields you will need to set up is listed below use the exact name and type for the field provided custom fields for contacts total spend number with field label total spend total table spend number with field label total table spend total ticket spend number with field label total ticket spend total guestlist spend number with field label total guestlist spend average table minimum number with field label average table minimum average table spend number with field label average table spend average ticket spend number with field label average ticket spend average guestlist spend number with field label average guestlist spend total visits number with field label total visits notes text with field label notes here is an example of adding the custom field for total spend custom fields for opportunities in addition to syncing your customer data, tablelistpro will sync reservation and admission data to insightly as opportunies type text with field label type this will be either package|ticket|guest list guests expected text with field label guests expected notes text with field label notes server text with field label server channel text with field label channel attribution text with field label attribution reserved text with field label reserved checked in text with field label checked in closed text with field label closed cancelled text with field label cancelled customer name text with field label customer name customer email text with field label customer email venue text with field label venue