Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Insightly

Insightly Integration

One way sync
CRM
Basic Authentication

Datasets

ActivitySets

CalendarEvents+Events

Contacts

Contacts+Emails

Contacts+Events

Contacts+FileAttachments

Contacts+Notes

Contacts+Tasks

Countries

Currencies

Custom Field Groups

Custom Fields

Emails

Emails+Comments

Emails+File Attachments

Emails+FollowRecords

File Categories

Follows

Lead Sources

Lead Statuses

Leads

Leads+Emails

Leads+Events

Leads+FileAttachments

Leads+LinkEmailAddresses

Leads+Notes

Leads+Tasks

Milestones

Notes

Notes+Comments

Notes+FileAttachments

Opportunities

Opportunities+Emails

Opportunities+FileAttachments

Opportunities+FollowRecords

Opportunities+Notes

Opportunities+StatesAndReasons

Opportunities+Tasks

Opportunity Categories

Opportunity State Reasons

Organisations

Organisations+Events

Organisations+FileAttachments

Organisations+Follows

Organisations+Notes

Organisations+Tasks

Pipeline Stages

Pipelines

Project Categories

Projects

Projects+Emails

Projects+Events

Projects+FileAttachments

Projects+Follows

Projects+Milestones

Projects+Notes

Projects+Tasks

Relationships

Task Categories

Tasks

Tasks+Comments

Team Members

TeamMembers+Members

Teams

Users

Auto export Insightly data to OneDrive

Every 10 Minutes, Hourly, Daily, Weekly


Full DatasetsData IntegrationFlat files
OneDrive

Export and sync comprehensive Insightly datasets to Excel Online XLSX or CSV files in OneDrive folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.

OneDrive

External Resources about OneDrive:

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G2

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