You, Insightly, and the General Data Protection Regulation

The General Data Protection Regulation (GDPR) is an EU regulation that expands the protection of personal data of EU citizens. In doing so, it also expands the obligations of organizations who collect or process that data. The goals of the GDPR are to increase transparency and fairness in the handling of individuals’ personal information. Personal data is any information relating to an identifiable individual.

Enforcement of the GDPR began on May 25, 2018. The Regulation can be viewed here. All organizations needed to be aware of their responsibilities and ensure that they were compliant with GDPR by May 25, 2018. Non-compliance can result in hefty fines.

The following information is provided to help you understand general concepts about the GDPR. It is not legal advice, and you should speak to legal counsel regarding the GDPR and how it affects your organization.

Does the GDPR apply to me?

The GDPR applies to any organization that is organized in the EU and any organization that processes personal data of EU citizens.

Organizations are classified as processors or controllers of personal data. Organizations that determine the purpose of the storage or processing of personal information are considered controllers. Organizations that store or process personal data on behalf of another organization are considered processors. Some organizations may be both.

When it comes to the personal information I enter into Insightly, is my organization a controller or a processor?

Because you control and manage the data you enter into the CRM, you are the controller for that data. You decide how that data is used, how long to keep it, how often to update it, etc.

What is Insightly’s role?

Insightly is a Processor. Insightly is the Processor of the personal data you manage in our systems. We store the data for you and process it per your actions in our applications. A list of our subprocessors is available here.

How does my organization ensure our compliance?

Every organization may be different due to their role in managing user data. For example, some organizations will be both controllers and processors. In general, you must have processes in place to follow through on requests from your users regarding their personal data.

When it comes to the data in Insightly, review our updated Terms of Use and Privacy Policy. When you accept Insightly’s Terms of Use, you are acknowledging that your use of Insightly will be compliant with all applicable laws, including the GDPR. Review the list of our subprocessors.

The Insightly Data Processing Addendum is available on a self service basis for our customers that are processing personal data with Insightly. Customers can obtain the Data Processing Addendum here. Please sign it and submit it to for our records.

And if you created your account before May 25, 2018, please read, sign, and submit the Data Processing Addendum Contract so that your records are up to date.

We Have Been Fully Compliant Since May 25, 2018?

Yes. Please review our updated Terms of Service and Privacy Policy, which are in effect since May 25, 2018.

Existing customers should review, sign, and return the Data Processing Addendum Contract we’ve provided. This will ensure you have the latest contract that includes our requirements under the GDPR. Once you accept the new data processing terms, they’ll supplement our current contract or Terms of Service and will have taken effect on May 25, 2018.

We’ve compiled a list of subprocessors and services we use. We may share some Personal Information we receive with vendors and service providers only as necessary to provide the Services to us. Our opt-in, opt-out, and unsubscribe processes have been updated to conform to the requirements of the GDPR.

These are just some of the many steps Insightly has taken to meet the data transparency goals of the GDPR. This continues our practice of protecting your data and providing for the legal and secure handling of your organization’s critical business information.

The information above is provided to help you understand Insightly’s role as processor of your data, the rights of your users, and the responsibilities you hold as a controller of their data. It is not comprehensive and is not legal advice.

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