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Insightly

Insightly ETL connector for data replication

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  • Saras Pulse

    • Saras Daton

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        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

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