Automatically Export & Sync Insightly CRM Data to Tableau
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.
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