Snapshot

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.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

ActivitySets

Purpose: Returns all activitySets.

Replication: Full Replication

Replication Key: NA

Fields

Notes

Purpose: Returns all notes.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Organisations

Purpose: Returns all organizations

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

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).

Replication: Full Replication

Replication Key: NA

Fields

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.

Replication: Full Replication

Replication Key: NA

Fields

Projects

Purpose: Returns a list of Projects.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

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.

Replication: Full Replication

Replication Key: NA

Fields

TaskCategories

Purpose: This read only endpoint returns a list of the task categories set up for the Insightly instance.

Replication: Full Replication

Replication Key: NA

Fields

Tasks

Purpose: Returns a list of the task set up for the Insightly instance.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

TeamMembers

Purpose: Returns a list of the TeamMembers those are present in a team.

Replication: Full Replication

Replication Key: NA

Fields

Teams

Purpose: Anonymous Team which are created by the system when you set a record permission visible to Individuals

Replication: Full Replication

Replication Key: NA

Fields

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.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Contacts

Purpose: Retrieve all Contacts.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Leads

Purpose: Returns all lists of Leads.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Emails

Purpose:Returns all list of Emails.

Replication: Full Replication

Replication Key: NA

Fields

Events

Purpose:Retrieve all events

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

ProjectCategories

Purpose:Returns categories of a project.

Replication: Full Replication

Replication Key: NA

Fields