Insightly Setup Guide Lite

Follow our setup guide to connect Insightly to Fivetran.

Prerequisites

To connect Insightly to Fivetran, you need an Insightly account.

Log in to your Insightly account.
In the top right corner, click your profile picture and select User Settings.
On the User Settings page, scroll down to the API section and make a note of your API key. You will need it to configure Fivetran.
Find your account's subdomain in the API URL. For example, if your API URL is https://api.na1.insightly.com/, then your subdomain is na1. Make a note of the subdomain. You will need it to configure Fivetran.

In the connector setup form, enter your Destination schema name.
Enter the API Key and Subdomain you found in Step 1.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
Click Save & Test. Fivetran will take it from here and sync your Insightly data.