> For the complete documentation index, see [llms.txt](https://docs.lyftrondata.com/sales-analytics/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.lyftrondata.com/sales-analytics/readme/insightly/connection-steps.md).

# Connection Steps

### Establishing a connection

[Lyftrondata](https://www.lyftrondata.com) offers following methods connecting to [Insightly](https://www.lyftrondata.com/integration/sales-analytics/insightly/). To establish your connection, use the connection strings described below.

### Basic

| Key      | Value                    | Field    |
| -------- | ------------------------ | -------- |
| Username | Your Insightly Username. | Required |

Follow the steps below to establish a basic connection

{% embed url="<https://www.loom.com/share/a82f84e5cd0442c19e4f3914ffaabad8>" %}
Basic Connection
{% endembed %}

### Quickstart Steps

Do you have questions about how to use the platform? Don't worry; we've got you covered. Simply follow the quickstart instructions [here](/sales-analytics/readme/insightly.md).

### Questions? <a href="#questions" id="questions"></a>

We're always happy to help with any other questions you might have! [Set up a meeting with our experts](https://www.lyftrondata.com/book-a-meeting/).