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.

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.

The list of Custom Fields you will need to set up is listed below. Use the exact name and type for the field provided:

Here is an example of adding the Custom Field for Total Spend:

In addition to syncing your customer data, TablelistPro will sync reservation and admission data to Insightly as Opportunies.