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Connecting Vanta & Insightly

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Written by Jaquez Hodo
Updated today

Vanta integrates with Insightly to monitor and manage access to your tools. By syncing user access data, Vanta helps ensure that only active employees retain access and that access is promptly removed when personnel leave. This supports automated compliance needs, streamlines access reviews, and powers automated access requests.

Estimated setup time: Less than 10 minutes

How It Works

Vanta connects to Insightly to sync user data on a regular basis. This data supports three key workflows:

  • Automated compliance tests – Vanta automatically checks that accounts are linked to employees and deprovisioned when personnel leave

  • Access Reviews – Synced users appear in Vanta’s Access Reviews, where approvers can validate appropriate access, confirm least-privilege access, and provide audit evidence

  • Access Requests – Entitlements from Insightly are pulled into Vanta. Requesters can ask for specific access levels, approvers can review with context, and admins can track provisioning

Please note: Vanta connects to Insightly through Merge.dev, a secure third-party integration platform.

Use Cases

Connecting Insightly to Vanta will enable you to:

  • Monitor and manage personnel access to Insightly in real time

  • Ensure only active employees retain access to company systems

  • Simplify access reviews and support compliance requirements

Requirements

  • Vanta administrator account

  • Insightly API Key

  • Insightly API URL

Connect the Integration

  • Log in to the Insightly app

  • In the top right corner, select your name and then User Settings

  • Scroll to the API section

    • Copy your API Key and API URL

    • You can also generate a new API Key if needed

  • In Vanta, go to the Integrations tab and search for Insightly

    • Select Connect Insightly

    • Enter your API URL and select Next

    • Enter your API Key and select Next

    • You’ll see a confirmation screen after successfully connecting your account

Employees will appear in Vanta within about 30 minutes.

Permissions

Vanta accesses the following data from Insightly:

Vanta can read:

  • Data about your users

Vanta can write:

  • Nothing (Vanta does not have write permissions)