--- id: "integration-12016" type: "integration" lang: "en" title: "Insight Global Integration: Order Status and Invoice Lookup by Number - Insight Global in Binom" url: "https://binomai.com/integrations/insight-global-integration/" translation_group: "integration-11633" translations: ru: url: "https://binomai.com/ru/integrations/insight-global-integration/" markdown: "https://binomai.com/ai/ru/integrations/insight-global-integration.md" uk: url: "https://binomai.com/ua/integrations/insight-global-integration/" markdown: "https://binomai.com/ai/ua/integrations/insight-global-integration.md" categories: ["Online Stores"] published: "2026-10-21T12:27:49Z" updated: "2026-10-21T12:49:32Z" --- # Insight Global Integration: Order Status and Invoice Lookup by Number - Insight Global in Binom *Updated: 21.10.2026, 12:49 UTC* The Insight Global integration with Binom answers two common customer questions: where is my order and where is my invoice. Your AI employee looks up the order status and invoice details by number. Insight Global is available on request in your Binom account: Integrations → More integrations → Insight Global. ## What Binom can do in Insight Global Binom here refers to your AI employee. Once Insight Global is connected, it calls the service's actions when a conversation needs that data. You decide which actions it can use. In your account, each action is labeled: **read** (Binom only views data), **write** or **delete** (Binom changes or deletes data in Insight Global). | Section | What Binom can view | What Binom can change | | --- | --- | --- | | Orders | Order status by number, transaction ID, dates, or shipment | No | | Invoices | Invoice by invoice number, order number, or PO | No | ## Can the chatbot report the status of an Insight Global order? Yes. The customer provides the order number, and Binom finds it and reports its status ("Get Order Status"). ## Invoice details by number Binom finds the invoice by invoice number, order number, or PO ("Get Customer Invoice") and reports its details. ## What access you will need Connection method: OAuth 2.0 with application keys. Insight Global issues the Client Key and Client Secret when the client is connected. Details for each method are shown in the "Authentication" block on the Insight Global page in your account. ## How to get the Insight Global integration Insight Global is connected on request: first, the Binom team sets up the integration for your account. The general catalog rules are described in the instructions on [how to connect a service from "More integrations"](https://binomai.com/faq/connect-service-to-chatbot/). 1. Open [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), enter "Insight Global" in the "Search integrations" field, and open the Insight Global card. 2. The "Insight Global integration for assistant" page will show the message "Integration available on request. Request it now, and we will set it up for you as a priority." The assistant here is your Binom. The "Authentication" block shows what access you will need, and the "Actions" list shows everything Binom can do in Insight Global. 3. Click "Request integration". The message "Request sent. You will receive a notification when the integration is available." will appear, and the button will change to "Requested". 4. A Binom setup specialist will contact you. When the integration is ready, a "Connect" button will appear on the Insight Global page. 5. Click "Connect," complete the steps in the "Connecting Insight Global" window, and click "Done." After "Connecting...", the status will change to "Connected". If the message "Confirmation has not arrived yet. The connection may still complete; check again in a minute." appears, click "Check again". ## How to choose what Binom can do in Insight Global A connected integration does nothing until you allow actions. Your account states this directly: "Select the actions the assistant may call. Until something is selected, it has access to none of them." 1. On the Insight Global page, tick the actions you need in the "Actions" list. The "Filter actions" field helps you find them by name. The counter shows how many are selected. 2. Check the "Ask before changing data" toggle. It is on by default: before any action that writes or deletes data, Binom will describe what it is about to do and wait for your response. 3. Click "Save". The message "Allowed actions saved" confirms your changes. To start, "Get Order Status" and "Get Customer Invoice" are enough. Add actions that change or delete data when you are ready to let Binom make changes in Insight Global. ## How to check that the integration works - Start a new conversation with your Binom, for example through a [public chat link](https://binomai.com/faq/public-chat-link/), ask about the status of a real order by its number, and compare the answer with Insight Global. ## Possible issues ### Binom does not use Insight Global data in its answers **What to check:** the Insight Global status is "Connected", and the needed actions are ticked (for example "Get Customer Invoice"). **What to do:** tick the actions and click "Save". **How to tell it is resolved:** the message "Allowed actions saved" appears, and in a new conversation Binom answers using Insight Global data. ### "Could not save the request. Please try again." **What to do:** click "Request integration" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom and the integration (Insight Global). **How to tell it is resolved:** the button shows "Requested". ### "Integration is temporarily unavailable - your request has been saved." Nothing else is needed: the request is saved, and you will receive a notification when Insight Global can be connected. ### "Reconnection required" **What this means:** "The service no longer accepts saved access, so the assistant does not use it." **What to do:** open the Insight Global page in [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), click "Reconnect", and go through the connection window again. **How to tell it is resolved:** the status is "Connected". ### "Could not start the connection. Please try again." **What to do:** click "Connect" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom, the integration (Insight Global) and a screenshot of the message. **How to tell it is resolved:** the "Connect Insight Global" window opens. ### "On a paid plan" instead of the connect button The page will show "Available on a paid plan. Tell us what you need, and we will let you know when it launches." For what is included in each plan, see the [plans and subscription pricing](https://app.binomai.com/plans) page, and for how to change your plan, see the guide [how to change or upgrade your plan](https://binomai.com/faq/change-subscription-plan/). After changing your plan, return to [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14) and open Insight Global again. ### "You do not have permission to manage this section." **What this means:** only users with the Owner or Admin access level can manage integrations. **What to do:** ask the account owner to give you the Admin access level or to connect Insight Global yourself. More details: [access levels in a team](https://binomai.com/faq/kak-raspredelit-obyazannosti-v-komande-s-pomoshhyu-pyati-urovnej-dostupa-owner-admin-editor-operator-viewer/). **How to tell it's resolved:** after you refresh the page, the integration settings open. If the problem is not resolved, write to support@binomai.com or send "I want to talk to a person" in the chat with [Binom Tutor](https://app.binomai.com/cabinet/binom/binom-tutor-stream). Include the name of the Binom, the integration, and attach a screenshot of the message. ## How to disconnect Insight Global On the Insight Global page, click "Disconnect". The "Disconnect Insight Global?" window will show a warning: "The assistant will lose access to the service. To restore it, you will need to connect the integration again and re-enter the credentials." Confirm, and "Integration disconnected" will appear. ## Other common questions ### Can Binom change anything in Insight Global? No. Both integration actions only read data. ### Do I need a developer to integrate Insight Global? No. You request Insight Global in the [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14) section, the Binom team sets up the integration, and then you connect the account yourself and choose the actions. ## What's next - [Orderspace integration](https://binomai.com/integrations/orderspace-integration/) - [Procurify integration: procurement](https://binomai.com/integrations/procurify-integration/)