Insightly policy

An Insightly policy contains the connection details that are used by an Insightly Input or Insightly Request node when you connect it to Insightly.

You can use an Insightly Request node in a message flow to connect IBM® App Connect Enterprise to Insightly and issue requests to perform actions on objects such as contacts, events, leads, opportunities, or tasks. You can use an Insightly Input node to monitor and accept input from Insightly. The Insightly policy controls, at run time, access to the Insightly application.

The Insightly policy is created when you configure a connection between an Insightly Input or Insightly Request node and Insightly by using the Connector Discovery wizard. During the process of discovery, account credentials are stored in the vault and connection details are stored in a policy. The policy is created with a type of Insightly, and the name of the policy is returned to the node and specified in the Connection tab, in the format {policyProjectName}:policyName.

You can also create, update, or delete an Insightly policy by using the Manage Discovery Connector Policies and Credentials wizard, which you can access by right-clicking the policy project in the IBM App Connect Enterprise Toolkit and then clicking New > Discovery Connector policies and credentials.

You must deploy this policy before message flows that use the policy are started. If you redeploy an Insightly policy, all message flows that are using the policy are stopped and restarted.

For more information about using Insightly policies, see Using Insightly with IBM App Connect Enterprise.

Table 1. Properties of the Insightly policy
Property Property name in .policyxml file Description of properties
Insightly Application Type applicationType This property is reserved for future use and must be set to the value online.
Insightly Application Version applicationVersion This property is reserved for future use and must be set to the value v1.
Insightly Authentication method authenticationMethod This property specifies the type of authentication that is used for the connection between IBM App Connect Enterprise and Insightly. This property is reserved for future use and must be set to BASIC.
API version subdomain The version of the Insightly API that must be used to query and update data in your Insightly instance. IBM App Connect Enterprise supports the following API version: v3.1.
Credential Name credentialName This property specifies the name of the credential that is used for the connection to Insightly.

The specified credential can be defined during connector discovery and stored in the vault. Alternatively, you can specify an existing credential that was configured by using the mqsicredentials command or the server.conf.yaml file, or loaded through an external credential provider.