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.
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