Automatically Export & Sync Insightly CRM Data to Google Sheets
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.
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.
Flatly provisions and manages its own App Folder in Google Drive, which contains Google Sheets files, CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your Google Drive, share with members of your team or link to using Google Sheets scripting. Unlike other apps, Flatly does not request overly broad access to all folders, files and sheets in your Google Drive.
Flatly also requests your Google Account email address, to help you keep track of which Google Drive (belonging to which Google Account) you have shared in certain sync jobs in Flatly.
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