Insightly

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FAQs
Insightly
Insightly ETL connector for data replication
Snapshot
Features
Details
Release Status
Released
Source API Version
2.0
Table Selection
Yes
Column Selection
Yes
Edit Integration
Yes
Replication Type Selection
No
Authentication Parameters
Insightly api key
Replication Type
Full Replication
Key based replication
Replication Key
NA
lastRunDate
Suggested Replication Frequency
24 hrs
Tables/APIs Supported
​
ActivitySets
Notes
Organisations
Pipelines
PipelinesStage
Projects
Relationships
TaskCategories
Tasks
TeamMembers
Teams
Users
Contacts
Follows
Leads
LeadStatuses
CustomObjects
CustomFields
ContactEvents
ContactsTasks
ContactsLinks
ContactNotes
NotesLinks
OrganisationsEvents
OrganisationLinks
OrganisationsNotes
OrganisationsTasks
TaskComments
TaskLinks
LeadsEvents
LeadLinks
LeadNotes
LeadTasks
CustomObjectRecords
Emails
EmailLinks
Events
EventLinks
ProjectCategories
Integrate Insightly with Daton
1.Signin to Daton
2.Select Insightly from Integrations page
3.Provide Integration Name Replication Frequency and History. Integration name would be used in creating tables for the integration and cannot be changed later
4.Provide your Insightly api key to authorize Daton to periodically extract data from Insightly.
5.Post successful authentication you will be prompted to choose from the list of available tables
6.Then select all required fields for each table
7.Submit the integration.
Workflow
1.Integrations would be in Pending state initially and will be moved to Active state as soon as the first job loads data successfully on to the configured warehouse
2.Users would be able to edit/pause/re-activate/delete integration anytime
3.Users can view job status and process logs from the integration details page by clicking on the integration name from the active list
Insightly Data
Opportunities
Purpose: Simple object graphs (excluding LINKS, etc.) are returned if "brief=true" is used in the query string.
Source API Documentation  https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/Opportunities/GetEntities​
Replication: Key-Based Replication
Replication Key: lastRunDate
Fields
Name
Target Datatype
events
RECORD
links
RECORD
notes
RECORD
tasks
RECORD
historyStates
RECORD
opportunity_id
NUMERIC
opportunity_name
STRING
opportunity_details
STRING
opportunity_state
STRING
responsible_user_id
NUMERIC
category_id
STRING
image_url
STRING
bid_currency
STRING
bid_amount
NUMERIC
bid_type
STRING
bid_duration
STRING
actual_close_date
STRING
date_creatd_utc
STRING
date_updated_utc
STRING
ActivitySets
Purpose: Returns all activitySets.
Source API Documentation  hhttps://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/ActivitySets/GetActivitySets​
Replication: Full Replication
Replication Key: NA
Fields
Name
Target Datatype
activityset_id
NUMERIC
name
RECORD
for_contacts
BOOLEAN
for_organisations
BOOLEAN
for_opportunities
BOOLEAN
for_projects
BOOLEAN
for_leads
BOOLEAN
owner_user_id
NUMERIC
activities
RECORD
Notes
Purpose: Returns all notes.
Source-Api documentation: https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/Notes/GetEntities​
Replication: Key-Based Replication
Replication Key: lastRunDate
Fields
Name
Target Datatype
links
RECORD
note_id
NUMERIC
title
STRING
body
STRING
date_created_utc
TIMESTAMP
date_updated_utc
TIMESTAMP
owner_user_id
NUMERIC
visible_to
STRING
visible_team_id
STRING
Organisations
Purpose: Returns all organizations
Source API Documentation  https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/Organisations/GetEntities​
Replication: Key-Based Replication
Replication Key: lastRunDate
Fields
Name
Target Datatype
events
RECORD
links
RECORD
notes
RECORD
tasks
RECORD
organisation_id
NUMERIC
organisation_name
STRING
background
STRING
image_url
STRING
owner_user_id
NUMERIC
visible_to
STRING
visible_team_id
STRING
date_created_utc
TIMESTAMP
date_updated_utc
TIMESTAMP
last_activity_date_utc
TIMESTAMP
next_activity_date_utc
TIMESTAMP
created_user_id
NUMERIC
phone
STRING
phone_fax
STRING
website
STRING
Pipelines
Purpose: This read only endpoint returns a list of pipelines that have been set up for the Insightly instance. Pipelines can be defined for both projects and opportunities, and are used to track the progression of projects and opportunities. To create and update pipelines, you'll need to go to the web app (API access is read-only).
Source API Documentation  https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/Pipelines/GetPipelines​
Replication: Full Replication
Replication Key: NA
Fields
Name
Target Datatype
pipeline_id
NUMERIC
pipeline_name
STRING
for_opportunies
BOOLEAN
for_projects
BOOLEAN
owner_user_id
NUMERIC
PipelineStages
Purpose: Pipeline stages are used to indicate where a project or opportunity is in terms of its progression. For example, stage 1 for the sales pipeline might be "initial contact", while stage 4 might be "generating quote". The API for pipeline stages is read only, so to create or update pipeline stages, you'll need to use the web app to do so.
Source API Documentation  https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/PipelineStages/GetPipelineStages​
Replication: Full Replication
Replication Key: NA
Fields
Name
Target Datatype
stage_id
NUMERIC
pipeline_id
NUMERIC
stage_name
STRING
stage_order
NUMERIC
activityset_id
STRING
owner_user_id
NUMERIC
Projects
Purpose: Returns a list of Projects.
Source API Documentation  https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/Projects/GetEntities​
Replication: Key-Based Replication
Replication Key: lastRunDate
Fields
Name
Target Datatype
events
RECORD
links
RECORD
milestones
RECORD
notes
RECORD
tasks
RECORD
project_id
NUMERIC
project_name
STRING
status
STRING
project_details
STRING
started_date
TIMESTAMP
completed_date
TIMESTAMP
opportunity_id
STRING
category_id
STRING
pipeline_id
NUMERIC
stage_id
NUMERIC
img_url
STRING
visible_to
STRING
owner_user_id
NUMERIC
date_created_utc
TIMESTAMP
Relationships
Purpose: Relationships enable users to define how one Insightly object is related to another. For example: contact A is a customer of contact B. The API only supports read access to relationships, to create or update relationships, you'll need to do so via the web app.
Source API Documentation  https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/Relationships/GetRelationships​
Replication: Full Replication
Replication Key: NA
Fields
Name
Target Datatype
relationship_id
NUMERIC
forward_title
STRING
forward
STRING
reverse_title
STRING
reverse
STRING
for_contacts
BOOLEAN
for_organisation
BOOLEAN
TaskCategories
Purpose: This read only endpoint returns a list of the task categories set up for the Insightly instance.
Source API Documentation  https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/TaskCategories/GetTaskCategories​
Replication: Full Replication
Replication Key: NA
Fields
Name
Target Datatype
category_id
NUMERIC
category_name
STRING
active
BOOLEAN
background_color
STRING
Tasks
Purpose: Returns a list of the task set up for the Insightly instance.
Source API Documentation  https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/Tasks/GetEntities​
Replication: Key-Based Replication
Replication Key: lastRunDate
Fields
Name
Target Datatype
comments
RECORD
links
RECORD
task_id
NUMERIC
title
STRING
category_id
NUMERIC
due_date
TIMESTAMP
completed_date_utc
TIMESTAMP
completed
BOOLEAN
details
STRING
status
STRING
priority
NUMERIC
percent_complete
NUMERIC
start_date
TIMESTAMP
milestone_id
STRING
pubilcly_visible
BOOLEAN
responsible_user_id
NUMERIC
owner_user_id
NUMERIC
date_created_utc
TIMESTAMP
date_updated_utc
TIMESTAMP
TeamMembers
Purpose: Returns a list of the TeamMembers those are present in a team.
Source API Documentation  https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/TeamMembers/GetTeamMembers​
Replication: Full Replication
Replication Key: NA
Fields
Name
Target Datatype
permission_id
NUMERIC
team_id
NUMERIC
member_user_id
NUMERIC
Teams
Purpose: Anonymous Team which are created by the system when you set a record permission visible to Individuals
Source API Documentation  https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/Teams/GetTeams​
Replication: Full Replication
Replication Key: NA
Fields
Name
Target Datatype
team_id
NUMERIC
team_name
STRING
anonymous_team
BOOLEAN
date_created_utc
TIMESTAMP
date_updated_utc
TIMESTAMP
teammembers
RECORD
Users
Purpose: when you want to assign a task to a specific user (do not confuse the USER_ID with their CONTACT_ID). To filter with a field name and value, both field_name and field_value parameters must be provided.
Source API Documentation  https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/Users/GetUsers​
Replication: Key-Based Replication
Replication Key: lastRunDate
Fields
Name
Target Datatype
user_id
NUMERIC
contact_id
NUMERIC
first_name
STRING
last_name
STRING
timezone_id
STRING
email_address
STRING
email_dropbox_identifier
STRING
email_dropbox_address
STRING
administrator
BOOLEAN
account_owner
BOOLEAN
active
BOOLEAN
date_created_utc
TIMESTAMP
date_updated_utc
TIMESTAMP
user_currency
STRING
contact_display
STRING
contact_order
STRING
team_week_start
NUMERIC
instance_id
NUMERIC
profile_id
NUMERIC
Contacts
Purpose: Retrieve all Contacts.
Source API Documentation  https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/Contacts/GetEntities​
Replication: Key-Based Replication
Replication Key: lastRunDate
Fields
Name
Target Datatype
notes
RECORD
events
RECORD
tasks
RECORD
links
RECORD
contact_id
NUMERIC
salutation
STRING
first_name
STRING
last_name
STRING
img_url
STRING
background
STRING
visible_to
STRING
owner_user_id
NUMERIC
visible_tean_id
STRING
date_created_utc
TIMESTAMP
date_updated_utc
TIMESTAMP
social_linkedin
STRING
social_facebook
STRING
social_twitter
STRING
date_of_birth
TIMESTAMP
Leads
Purpose: Returns all lists of Leads.
Source API Documentation  https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/Leads/GetEntities​
Replication: Key-Based Replication
Replication Key: lastRunDate
Fields
Name
Target Datatype
events
RECORD
links
RECORD
notes
RECORD
tasks
RECORD
lead_id
NUMERIC
salutation
STRING
first_name
STRING
last_name
STRING
lead_source_id
NUMERIC
lead_status_id
NUMERIC
title
STRING
converted
BOOLEAN
converted_contact_id
STRING
converted_date_utc
TIMESTAMP
converted_opportunity_id
STRING
converted_organistion_id
STRING
date_created_utc
TIMESTAMP
date_updated_utc
TIMESTAMP
email
STRING
Emails
Purpose:Returns all list of Emails.
Source API Documentation  https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/Emails/GetEntities​
Replication: Full Replication
Replication Key: NA
Fields
Name
Target Datatype
links
RECORD
email_to
STRING
email_cc
STRING
email_id
NUMERIC
email_from
STRING
subject
STRING
email_date_utc
STRING
format
STRING
size
NUMERIC
visible_to
STRING
owner_user_id
NUMERIC
visible_team_id
STRING
date_created_utc
STRING
queued_send_date_utc
STRING
created_user_id
NUMERIC
tags
RECORD
Events
Purpose:Retrieve all events
Source API Documentation  https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/Events/GetEntities​
Replication: Key-Based Replication
Replication Key: lastRunDate
Fields
Name
Target Datatype
links
RECORD
event_id
NUMERIC
title
STRING
location
STRING
start_date_utc
TIMESTAMP
end_date_utc
TIMESTAMP
all_day
BOOLEAN
details
STRING
date_created_utc
TIMESTAMP
date_updated_utc
TIMESTAMP
remainder_date_utc
TIMESTAMP
remainder_sent
BOOLEAN
owner_user_id
NUMERIC
customfields
RECORD
ProjectCategories
Purpose:Returns categories of a project.
Source API Documentation  https://api.insightly.com/v3.1/Help?_ga=2.112078029.874455199.1608701747-1429860887.1608701747#!/ProjectCategories/GetProjectCategories​
Replication: Full Replication
Replication Key: NA
Fields
Name
Target Datatype
category_id
NUMERIC
category_name
STRING
active
BOOLEAN
background_color
STRING
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Contents
Snapshot
Integrate Insightly with Daton
Workflow
Insightly Data