Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Insightly v3

Insightly V3 Integration

One way sync
CRM
API Key Authentication

Data Resources

ActivitySets

Contacts

Contacts+Emails

Contacts+Events

Contacts+FileAttachments

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+Notes

Leads+Tasks

Milestones

Notes

Notes+Comments

Notes+FileAttachments

Opportunities

Opportunities+Emails

Opportunities+FileAttachments

Opportunities+FollowRecords

Opportunities+Notes

Opportunities+StateHistory

Opportunities+Tasks

Opportunity Categories

Opportunity State Reasons

Organisations

Organisations+Events

Organisations+FileAttachments

Organisations+Follows

Organisations+Notes

Organisations+Tasks

Pipeline Stages

Pipelines

Price Books

Products

Project Categories

Projects

Projects+Emails

Projects+Events

Projects+FileAttachments

Projects+Follows

Projects+Milestones

Projects+Notes

Projects+Tasks

Quotes

Relationships

Task Categories

Tasks

Tasks+Comments

Team Members

Teams

Users

Auto export Insightly V3 to flat files

Destination: Google Drive +Google Sheets

Every 10 Minutes, Hourly, Daily

Data IntegrationFull Data Resources

Export comprehensive Insightly V3 Data Resources to CSV, Excel XLSX or Google Sheets files in Google Drive / Google Sheets on a recurring, automatic basis. Past and present data records are included. All rows and cells are refreshed in-place. Frozen rows, filters and sorts are preserved upon Sheet refresh. Using importrange and vlookup two Sheets can be linked and merged by ID fields.

Connect Insightly V3 data to Google Data Studio via Google Sheets.


Destination: Microsoft OneDrive +Excel Online

Every 10 Minutes, Hourly, Daily

Data IntegrationFull Data Resources

Export comprehensive Insightly V3 Data Resources to CSV or Excel XLSX files in Microsoft OneDrive on a recurring, automatic basis. Past and present data records are included. All rows and cells are refreshed in-place.

Connect Insightly V3 data to Power BI via OneDrive.


Destination: Microsoft OneDrive for Business +Excel Online

Every 10 Minutes, Hourly, Daily

Data IntegrationFull Data Resources

Export comprehensive Insightly V3 Data Resources to CSV or Excel XLSX files in Microsoft OneDrive for Business on a recurring, automatic basis. Past and present data records are included. All rows and cells are refreshed in-place.

Connect Insightly V3 data to Power BI via OneDrive for Business.


Destination: Dropbox

Every 10 Minutes, Hourly, Daily

Data IntegrationFull Data Resources

Export comprehensive Insightly V3 Data Resources to CSV or Excel XLSX files in Dropbox folders on a recurring, automatic basis. Past and present data records are included. All rows and cells are refreshed in-place.


Destination: Box

Every 10 Minutes, Hourly, Daily

Data IntegrationFull Data Resources

Export comprehensive Insightly V3 Data Resources to CSV or Excel XLSX files in Box folders on a recurring, automatic basis. Past and present data records are included. All rows and cells are refreshed in-place.


Destination: Microsoft Azure

Every 10 Minutes, Hourly, Daily

Data IntegrationFull Data Resources

Export comprehensive Insightly V3 Data Resources to blobs in Microsoft Azure on a recurring, automatic basis. Past and present data records are included. All rows and cells are refreshed in-place.


Destination: Amazon S3

Every 10 Minutes, Hourly, Daily

Data IntegrationFull Data Resources

Export comprehensive Insightly V3 Data Resources to buckets in Amazon S3 on a recurring, automatic basis. Past and present data records are included. All rows and cells are refreshed in-place.