Easy point and click
Setup in under 5 minutes
Secure data architecture
Insightly CRM Integration
Auto export Insightly CRM data to OneDrive for Business
Every 10 Minutes, Hourly, Daily, Weekly
Full DatasetsData IntegrationFlat files
Insightly is a SaaS-based CRM solution targeted at small and mid-sized businesses.
Export and sync comprehensive Insightly CRM datasets to Excel Online XLSX or CSV files in OneDrive for Business folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.