Create new Insightly CRM Task from TMetric Task
| Source | Target | |
|---|---|---|
 Tasks |
 |
Tasks |
This integration selects new TMetric tasks and imports them to Insightly CRM.
Note: It does not import pre-existing TMetric tasks to Insightly CRM.
Note: For best results users and projects in both systems should be pre-synced.
How to Set Up
- Select or create connections: TMetric connection for Source and Insightly CRM connection for Target.
- Specify the schedule on which the integration will run automatically.
Tips
- To create Insightly CRM tasks from specific TMetric tasks, configure filters in the task editor.
- If you don't want imported Insightly CRM tasks to have a prefix 'TMetric task' in the title, edit mapping for the Title field.
Frequently Asked Questions
What do I need to start this import?
Connect your source and target apps, review the prebuilt import setup, and run the template.
Can I change field mappings before importing?
Yes. You can review and modify mappings, filters, and other import settings before running the import.
Can this import run automatically on a schedule?
Yes. Import templates can run automatically based on your selected schedule.
What happens if some records fail during import?
Skyvia provides import logs and error details so you can review failed records and rerun the import if needed.
Do I need coding skills to use import templates?
No. Import templates are configured through Skyvia’s visual interface without coding.
