Insightly
Data Integration
via SSIS Integration Toolkit
Integrate and migrate data to and from Insightly with any other application or data source including Microsoft SharePoint, WordPress, Mailchimp, and Facebook, to name just a few.
What other applications can you sync with Insightly?
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Insightly helps businesses manage contacts, organizations, opportunities, projects, tasks, and customer relationships. Connect Insightly with other systems to support CRM operations, sales management, project tracking, reporting, and customer data processes.
Synchronize Data
Retrieve and write Insightly data through supported objects, endpoints, and actions. Apply filters, configure batch sizes where supported, and process datetime values in UTC or local time
Support Project Workflows
Transfer CRM, sales, and project data to databases, reporting platforms, and other applications. Write related records through child inputs, capture created IDs, redirect failed rows, and review HTTP diagnostics.
Replicate Data
Data Archival
Transfer CRM, sales, and project data to databases, files, or storage platforms for retention and historical analysis.
Data Analytics
Load Insightly data into reporting platforms to analyze sales activity, customer relationships, and operational performance.
Insightly Data Integration
is available in the
SSIS Integration Toolkit
Key Features
- Connect to Insightly using secure API Key authentication.
- Search supported objects, endpoints, and destination actions.
- Apply endpoint-specific filters and batch sizes where supported.
- Process datetime values using UTC or local time zones.
- Add nested fields and secondary outputs using Manage Additional Fields.
- Automatically map matching upstream columns to destination fields.
- Write related records using child inputs and _LinkId mapping.
- Access created record IDs and HTTP request and response details for diagnostics.
Insightly Data Integration Made Easy
Our solution is easy to use, offering codeless integration between Insightly and other applications, databases, files, and reporting systems. Built for Microsoft SQL Server Integration Services, KingswaySoft's Insightly integration solution helps users retrieve and write CRM, sales, and project data through supported REST objects, endpoints, and actions. With support for API Key authentication, endpoint filters, nested JSON fields, automatic mapping, child inputs, record ID outputs, retry handling, and HTTP diagnostics, businesses can build controlled Insightly data integration processes.
Our Insightly integration solution is available within the REST Components and SSIS Integration Toolkit, a large collection of premium and unique ETL tools to enable greater development productivity. We also offer several additional connectivity solutions to easily integrate Insightly with applications such as Microsoft Dynamics 365, HubSpot, and many more.
See our full product offerings for more information.
More SSIS CRM Components
Our CRM components make it easy to integrate with different services within the ETL process. Each service available has specific components that have been developed to work with all the intricacies of that particular CRM solution. In addition to Insightly, we support the following CRM services:
Blackbaud
Copper CRM
Emarsys
Freshsales
Dynamics 365 CE/CRM
Oracle CRM On Demand
Pipedrive
Salesforce
SugarCRM
SuiteCRM
Zoho Bigin
