Insightly CRM

Automatically Export & Sync Insightly CRM Data

Insightly CRM
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Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

ActivitySets
Contacts
Contacts+Details
Contacts+Emails
Pre-blended combo set EMAILS
Contacts+Events
Pre-blended combo set EVENTS
Contacts+FileAttachments
Pre-blended combo set FILEATTACHMENTS
Contacts+Links
Pre-blended combo set LINKS
Contacts+Notes
Pre-blended combo set NOTES
Contacts+Tasks
Pre-blended combo set TASKS
Countries
Currencies
CustomObjects
CustomObjects+Records
Pre-blended combo set RECORDS
Emails
Emails+Comments
Pre-blended combo set COMMENTS
Emails+FollowRecords
Pre-blended combo set FOLLOWRECORDS
Emails+File Attachments
Pre-blended combo set FILEATTACHMENTS
File Categories
Follows
Leads
Leads+Details
Leads+LinkEmailAddresses
Pre-blended combo set LINKEMAILADDRESS
Leads+Emails
Pre-blended combo set EMAILS
Leads+Events
Pre-blended combo set EVENTS
Leads+FileAttachments
Pre-blended combo set FILEATTACHMENTS
Leads+Links
Pre-blended combo set LINKS
Leads+Notes
Pre-blended combo set NOTES
Lead Sources
Lead Statuses
Leads+Tasks
Pre-blended combo set TASKS
Milestones
Notes
Notes+Comments
Pre-blended combo set COMMENTS
Notes+FileAttachments
Pre-blended combo set FILEATTACHMENTS
Opportunities
Opportunities+Details
Opportunity Categories
Opportunities+Emails
Pre-blended combo set EMAILS
Opportunities+FileAttachments
Pre-blended combo set FILEATTACHMENTS
Opportunities+Follows
Pre-blended combo set FOLLOW
Opportunities+Links
Pre-blended combo set LINKS
Opportunities+Notes
Pre-blended combo set NOTES
Opportunities+StateHistory
Pre-blended combo set STATEHISTORY
Opportunities+Tasks
Pre-blended combo set TASKS
Opportunity State Reasons
Organisations
Organisations+Details
Organisations+Events
Pre-blended combo set EVENTS
Organisations+FileAttachments
Pre-blended combo set FILEATTACHMENTS
Organisations+Follows
Pre-blended combo set FOLLOW
Organisations+Links
Pre-blended combo set LINKS
Organisations+Notes
Pre-blended combo set NOTES
Organisations+Tasks
Pre-blended combo set TASKS
Pipelines
Pipeline Stages
Price Books
Products
Project Categories
Projects
Projects+Details
Projects+Emails
Pre-blended combo set EMAILS
Projects+Events
Pre-blended combo set EVENTS
Projects+FileAttachments
Pre-blended combo set FILEATTACHMENTS
Projects+Follows
Pre-blended combo set FOLLOW
Projects+Links
Pre-blended combo set LINKS
Projects+Milestones
Pre-blended combo set MILESTONES
Projects+Notes
Pre-blended combo set NOTES
Projects+Tasks
Pre-blended combo set TASKS
Quotes
Relationships
Task Categories
Tasks
Tasks+Details
Tasks+Comments
Pre-blended combo set COMMENTS
Tasks+Links
Pre-blended combo set LINKS
Teams
Team Members
Tickets-Alltime
Tickets-Last X days
Date Rangable
Tickets+Details-Alltime
Tickets+Details-Last X days
Date Rangable
Tickets+Comments-Alltime
Pre-blended combo set COMMENTS
Tickets+Comments-Last X days
Date Rangable
Pre-blended combo set COMMENTS
Users

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from Insightly CRM.

If you only need to export your data one time, check the website of Insightly CRM to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Insightly CRM.
Insightly is a SaaS-based CRM solution targeted at small and mid-sized businesses.
Custom Field Enrichment

Many of Insightly's data sets are offered as two variants in Flatly: (1) Brief, or (2) Detailed. The Detailed data sets, labeled as "+Details", include Insightly Custom Fields data merged into each record, in an enhanced layout, with column headings containing the Custom Field's labels and the rows beneath those column headings containing the values. This enrichment means this Insightly data can more easily be analyzed in downstream business intelligence platforms, without any special data mapping or cleansing required.

Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

File Formats

Integration Flow

Flatly
Dashboard

Setup

Step 1

Select Insightly CRM from the Data Source dropdown and from the Data Destination dropdown.

Step 2

Authorize Insightly CRM with your credentials using the Basic Authentication flow.

Step 3

Authorize with your credentials using the flow.

Step 4

Select your Data Set from the 84 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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Connect your data with our turnkey data integration solution so you can focus on running your business.