Create new TMetric Task from Insightly CRM Task

Integration · import

Source		Target
Tasks		Tasks

This integration selects Insightly CRM tasks and imports them to TMetric.

Note: It does not import pre-existing Insightly CRM tasks to TMetric tasks.

Note: For best results users and projects in Insightly CRM should be pre-synced with workspace members and projects in TMetric, respectively.

How to Set Up

Select or create connections: Insightly CRM connection for Source and TMetric connection for Target.
Specify the schedule on which the integration will run automatically.

To create TMetric tasks from specific Insightly CRM tasks, configure filters in the task editor.
If you don't want imported TMetric tasks to have a prefix 'Insightly CRM task' in the name, edit mapping for the Name field.

FAQ

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.