Insightly Lite
Insightly is a customer relationship management software.
Features
| Feature Name | Supported | Notes |
|---|---|---|
| Capture deletes | check | CONTACT, CONTACT_FILE_ATTACHMENT, CUSTOM_OBJECT_RECORD, EMAIL, EMAIL_FILE_ATTACHMENT, EVENT, FORUM, FORUM_CATEGORY, FORUM_COMMENT, FORUM_POST, LEAD, LEAD_FILE_ATTACHMENT, MILESTONE, NOTE, NOTE_COMMENT, NOTE_FILE_ATTACHMENT, OPPORTUNITY, OPPORTUNITY_FILE_ATTACHMENT, OPPORTUNITY_ITEM, ORGANISATION, ORGANISATION_FILE_ATTACHMENT, PRICE_BOOK, PRICE_BOOK_ENTRY, PRODUCT, PROJECT, PROSPECT, QUOTE, QUOTE_ITEM, TASK, TICKET, and USERS. |
| History mode | ||
| Custom data | ||
| Data blocking | check | |
| Column hashing | check | |
| Re-sync | check | |
| API configurable | check | API configuration |
| Priority-first sync | ||
| Fivetran data models | ||
| Private networking | ||
| Authorization via API | check |
Supported deployment models
We support the SaaS and Hybrid deployment models for the connector.
NOTE: You must have an Enterprise or Business Critical plan to use the Hybrid Deployment model.
Setup guide
Follow our step-by-step Insightly setup guide to connect Insightly with your destination using Fivetran connectors.
Sync overview
To capture new records, we incrementally sync the following tables and their child tables:
CONTACTCONTACT_FILE_ATTACHMENTCUSTOM_OBJECT_RECORDEMAILEMAIL_FILE_ATTACHMENTEVENTFORUMFORUM_CATEGORYFORUM_COMMENTFORUM_POSTLEADLEAD_FILE_ATTACHMENTNOTENOTE_COMMENTNOTE_FILE_ATTACHMENTMILESTONEOPPORTUNITYOPPORTUNITY_FILE_ATTACHMENTOPPORTUNITY_ITEMORGANISATIONORGANISATION_FILE_ATTACHMENTPRICE_BOOKPRICE_BOOK_ENTRYPRODUCTPROJECTPROSPECTQUOTEQUOTE_ITEMTASKTICKETUSERS
We re-import the remaining tables during every sync.
Schema information
This schema applies to all Insightly connectors.
Explore Insightly schema ERD