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Sync Insightly CRM to Excel

Insightly CRM Excel

Automatically sync your Insightly CRM data into Excel with Flatly's no-code, triggerless, turnkey integration service.

Historical & Dynamic Data
One-way Sync
For Non-technical Users
Connect Insightly CRM to Excel Which Insightly CRM API does Flatly use?

Source: Insightly CRM

Insightly is a SaaS-based CRM solution targeted at small and mid-sized businesses.

Auth: Basic Authentication

Available datasets

  • ActivitySets
  • Contacts
  • Contacts+Details Combo
  • Contacts+Emails Combo
  • Contacts+Events Combo
  • Contacts+FileAttachments Combo
  • Contacts+Links Combo
  • Contacts+Notes Combo
  • Contacts+Tasks Combo
  • Countries
  • Currencies
  • CustomObjects
  • CustomObjects+Records Combo
  • Emails
  • Emails+Comments Combo
  • Emails+FollowRecords Combo
  • Emails+File Attachments Combo
  • File Categories
  • Follows
  • Leads
  • Leads+Details Combo
  • Leads+LinkEmailAddresses Combo
  • Leads+Emails Combo
  • Leads+Events Combo
  • Leads+FileAttachments Combo
  • Leads+Links Combo
  • Leads+Notes Combo
  • Lead Sources
  • Lead Statuses
  • Leads+Tasks Combo
  • Milestones
  • Notes
  • Notes+Comments Combo
  • Notes+FileAttachments Combo
  • Opportunities
  • Opportunities+Details Combo
  • Opportunity Categories
  • Opportunities+Emails Combo
  • Opportunities+FileAttachments Combo
  • Opportunities+Follows Combo
  • Opportunities+Links Combo
  • Opportunities+Notes Combo
  • Opportunities+StateHistory Combo
  • Opportunities+Tasks Combo
  • Opportunity State Reasons
  • Organisations
  • Organisations+Details Combo
  • Organisations+Events Combo
  • Organisations+FileAttachments Combo
  • Organisations+Follows Combo
  • Organisations+Links Combo
  • Organisations+Notes Combo
  • Organisations+Tasks Combo
  • Pipelines
  • Pipeline Stages
  • Price Books
  • Products
  • Project Categories
  • Projects
  • Projects+Details Combo
  • Projects+Emails Combo
  • Projects+Events Combo
  • Projects+FileAttachments Combo
  • Projects+Follows Combo
  • Projects+Links Combo
  • Projects+Milestones Combo
  • Projects+Notes Combo
  • Projects+Tasks Combo
  • Quotes
  • Relationships
  • Task Categories
  • Tasks
  • Tasks+Details Combo
  • Tasks+Comments Combo
  • Tasks+Links Combo
  • Teams
  • Team Members
  • Tickets-Alltime
  • Tickets-Last X days Date-ranged
  • Tickets+Details-Alltime Combo
  • Tickets+Details-Last X days Combo Date-ranged
  • Tickets+Comments-Alltime Combo
  • Tickets+Comments-Last X days Combo Date-ranged
  • Users

Destination: Excel

Desktop clients like OneDrive or Dropbox can sync flat files directly to the desktop.

Auth: OAuth

How it works

  1. 1

    Connect Insightly CRM

    Authenticate Insightly CRM (Basic Authentication) and Excel (OAuth) in the Flatly dashboard. You only have to do this once.

  2. 2

    Choose your datasets

    Pick which Insightly CRM datasets to sync and set your sync frequency. The frequencies available to you depend on your Flatly plan.

  3. 3

    Data lands in Excel

    Flatly uploads your Insightly CRM data to Excel automatically and refreshes it based on your sync frequency.

FAQ: Insightly CRM to Excel

How frequently can I sync data from Insightly CRM to Excel?
Flatly allows you to set custom sync frequencies ranging from every 10 minutes to once daily, depending on your Flatly pricing plan.
Does Flatly modify my Insightly CRM data during the sync?
No. Flatly provides a strict one-way sync. It extracts your historical and dynamic data from Insightly CRM and securely loads it into Excel without altering your original source data.
Do I need to write code to connect Insightly CRM to Excel?
No code is required. Flatly is a turnkey, no-code integration platform designed for non-technical users to securely connect their data sources and destinations in minutes.

“The interface is unbelievable. Flatly is so easy to use. After years of struggling with Zapier this is life changing.”

Melissa Cable
Project Manager, Aeolidia

Full data refresh

Maintain up-to-date flat files when any nested or bundled data changes in your source app.

Connection Management

Manage multiple tenants, with connection health monitoring.

Bulk Job Management

Control multiple jobs at the same time, with live progress monitoring.

Merged datasets

Export left-joined combo objects like deals+products.

Write options

Refresh one flat file or create a stack of timestamped versions.

Filterability

Include only the columns or views essential for your reporting.

Notifications

Get alerts about your syncs via email, webhooks or Slack notifications.

Logging

Access up to one thousand log entries for your sync operations.

Custom Field Enrichment

Get useful values in your data instead of identifiers or definitions.

Metadata Attachment

See file statistics alongside your flat files to keep track of their origins.

Dark UI Mode

Reduce eye strain and save energy by using our built in dark mode.

Programmatic Jobs

Queue jobs by making API calls or agent requests.

Time Stamp Enrichment

Get human-readable dates and times from UNIX timestamps.

High frequency

10-minute refresh cycles mean your data store is near real-time.

High capacity

Reliably flatten billions of cells to CSV files without hiccups.

Advanced Security

Two-factor authentication and Destination Lock controls.

Stripe-powered Billing

Reliable payments provider with automatic, familiar invoicing and 1% of Sales to Stripe Climate.

Mobile access

Manage your sync operations from your phone if you are traveling.

Connect Insightly CRM to Excel

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