website logo
⌘K
Onboarding Checklist
GETTING STARTED
Browser Support
Logging In
Resetting Your Password
Downloading the TablelistPro Mobile App
VENUE SETTINGS
Venue Info
Venue Branding
Venue Settings
Billing & Subscription
Floor Plans
STAFF & PROMOTERS
Staff Members vs. Promoters
Adding Your Staff Members
Choosing Staff Member Permissions
Choosing Staff Member Notifications
Adding Your Promoters
Choosing Promoter Permissions
INVENTORY
Adding VIP Table Inventory on Web
Adding Ticket Inventory on Web
Adding Private Inventory on Web
Choosing Payment Types
Setting Recurring Inventory
Enabling/Disabling Reservation Requests and Guest List Additions
WIDGETS
Adding Widgets
EVENTS
Viewing Events
Adding a New Event
Recurring Events
Adding an External Ticket Link on Web
Using Eve Tracking Links
RESERVATIONS & TICKETING
Adding a Reservation on Web
Adding a Reservation on Mobile
Assigning a VIP Table on Web
Assigning a VIP Table on Mobile
Adding a Ticket or Guest List on Web
Adding a Ticket or Guest List on Mobile
Bulk Uploading Guest Lists on Web
Bulk Uploading Guest Lists on Mobile
Approving or Denying Leads
Creating & Sending a Payment Link on Web
Creating & Sending a Payment Link on Mobile
Canceling a Reservation on Web
Canceling a Reservation on Mobile
Getting Notifications for Bookings
Checking In Reservations on Mobile
Checking In Tickets and Guest Lists on Mobile
Closing a Reservation on Mobile
Using Fast Pass on Mobile
Using Fast Pass on Web
CRM
CRM Database
PERFORMANCE
Performance & Reporting
Report Schedule
INTEGRATIONS
Adding Integrations
Insightly CRM
Mailchimp
Point-of-Sale
CUSTOMER CHAT
Using Customer Chat
PRINTERS
Supported Chit Printers
Docs powered by archbee 
20min

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.

Document image

Next, scroll down on this page to find the API Key.

Document image

On TablelistPro's Integrations page, click Insightly, toggle the button to enable it, enter the API Key, then press Save.

Document image

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.

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:

Document image

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





Updated 25 May 2021
Did this page help you?
Yes
No
UP NEXT
Mailchimp
Docs powered by archbee 
TABLE OF CONTENTS
Custom Fields
Custom Fields for Contacts
Custom Fields for Opportunities