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Insightly

Insightly ETL connector for data replication

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    • 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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