Insightly Lite
Insightly is a customer relationship management software.
Features
| Feature Name | Supported | Notes |
|---|---|---|
| Capture deletes | check | |
| 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 |
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
Schema information
This schema applies to all Insightly connectors.
Explore Insightly schema ERD