Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Insightly V3

Insightly V3 Integration

One way sync
CRM
Basic Authentication

Datasets

ActivitySets

Contacts

Contacts+Emails

Contacts+Events

Contacts+FileAttachments

Contacts+Links

Contacts+Notes

Contacts+Tasks

Countries

Currencies

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+Links

Leads+Notes

Leads+Tasks

Milestones

Notes

Notes+Comments

Notes+FileAttachments

Opportunities

Opportunities+Emails

Opportunities+FileAttachments

Opportunities+FollowRecords

Opportunities+Links

Opportunities+Notes

Opportunities+StateHistory

Opportunities+Tasks

Opportunity Categories

Opportunity State Reasons

Organisations

Organisations+Events

Organisations+FileAttachments

Organisations+Follows

Organisations+Links

Organisations+Notes

Organisations+Tasks

Pipeline Stages

Pipelines

Price Books

Products

Project Categories

Projects

Projects+Emails

Projects+Events

Projects+FileAttachments

Projects+Follows

Projects+Links

Projects+Milestones

Projects+Notes

Projects+Tasks

Quotes

Relationships

Task Categories

Tasks

Tasks+Comments

Tasks+Links

Team Members

Teams

Users

Auto export Insightly V3 to flat files

Every 10 Minutes, Hourly, Daily, Weekly

Full Data ResourcesData Integration
OneDrive for Business

Destination: OneDrive for Business

Export and sync comprehensive Insightly V3 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.