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

Milestones

ProjectEvents

ProjectLinks

ProjectMilestones

ProjectNotes

ProjectTasks

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

opportunity_value

NUMERIC

probability

NUMERIC

forecast_close_date

STRING

onwer_user_id

NUMERIC

visible_to

STRING

visible_team_id

STRING

last_activity_date_utc

STRING

next_activity_date_utc

STRING

pipeline_id

NUMERIC

stage_id

NUMERIC

created_user_id

NUMERIC

organisation_id

NUMERIC

customfields

RECORD

tags

RECORD

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

address_billing_street

STRING

address_billing_city

STRING

address_billing_state

STRING

address_billing_country

STRING

address_billing_postcode

STRING

address_ship_street

STRING

address_ship_city

STRING

address_ship_state

STRING

address_ship_postcode

STRING

address_ship_country

STRING

social_linkedin

STRING

social_facebook

STRING

social_twitter

STRING

email_domain

STRING

customfields

RECORD

tags

RECORD

dates

RECORD

emaildomains

RECORD

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

date_updated_utc

TIMESTAMP

last_activity_date_utc

TIMESTAMP

next_activity_date_utc

TIMESTAMP

created_user_id

NUMERIC

responsible_user_id

NUMERIC

visible_team_id

STRING

custom_fields

RECORD

tags

RECORD

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

email_id

STRING

project_id

STRING

remainder_date_utc

TIMESTAMP

remainder_sent

BOOLEAN

owner_visible

BOOLEAN

stage_id

STRING

assigned_by_user_id

STRING

parent_task_id

STRING

recurrence

STRING

opportunity_id

STRING

assigned_team_id

STRING

assigned_date_utc

TIMESTAMP

created_user_id

NUMERIC

customfields

RECORD

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

role_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

phone

STRING

phone_home

STRING

phone_mobile

STRING

phone_other

STRING

phone_assistant

STRING

phone_fax

STRING

email_address

STRING

assitant_name

STRING

address_mail_street

STRING

address_mail_city

STRING

address_mail_state

STRING

address_mail_postcode

STRING

address_mail_country

STRING

address_other_street

STRING

address_other_city

STRING

address_other_state

STRING

address_other_postcode

STRING

address_other_country

STRING

last_activity_date_utc

TIMESTAMP

next_activity_date_utc

TIMESTAMP

created_user_id

NUMERIC

organisation_id

NUMERIC

title

STRING

email_opted_out

BOOLEAN

customfields

RECORD

tags

RECORD

dates

RECORD

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

employee_count

NUMERIC

fax

STRING

industry

STRING

lead_description

STRING

lead_rating

STRING

mobile

STRING

owner_user_id

NUMERIC

phone

STRING

responbile_user_id

STRING

website

STRING

address_street

STRING

address_city

STRING

address_state

STRING

address_postcode

STRING

address_country

STRING

last_activity_date_utc

TIMESTAMP

next_activity_date_utc

TIMESTAMP

visible_to

STRING

visible_team_id

STRING

organisation_name

STRING

created_user_id

NUMERIC

img_url

STRING

email_opted_out

BOOLEAN

customfields

RECORD

tags

RECORD

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