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