Insightly
This page guides you through the process of setting up the Insightly source connector.
Set up the Insightly connector
- Log into your Airbyte Cloud or Airbyte Open Source account.
- Click Sources and then click + New source.
- On the Set up the source page, select Insightly from the Source type dropdown.
- Enter a name for your source.
- For API token, enter the API token for your Insightly account. You can find your API token in your Insightly Account > Click on your avatar > User Settings > API.
- For Start date, enter the date in YYYY-MM-DDTHH:mm:ssZ format. The data added on and after this date will be replicated.
- Click Set up source.
Supported sync modes
The Insightly source connector supports the following sync modes:
- Full Refresh
- Incremental
Supported Streams
The Insightly source connector supports the following streams, some of them may need elevated permissions:
- Activity Sets (Full table)
- Contacts (Incremental)
- Countries (Full table)
- Currencies (Full table)
- Emails (Full table)
- Events (Incremental)
- Knowledge Article Categories (Incremental)
- Knowledge Article Folders (Incremental)
- Knowledge Articles (Incremental)
- Leads (Incremental)
- Lead Sources (Full table)
- Lead Statuses (Full table)
- Milestones (Incremental)
- Notes (Incremental)
- Opportunities (Incremental)
- Opportunity Categories (Full table)
- Opportunity Products (Incremental)
- Opportunity State Reasons (Full table)
- Organisations (Incremental)
- Pipelines (Full table)
- Pipeline Stages (Full table)
- Price Book Entries (Incremental)
- Price Books (Incremental)
- Products (Incremental)
- Project Categories (Full table)
- Projects (Incremental)
- Prospects (Incremental)
- Quote Products (Incremental)
- Quotes (Incremental)
- Relationships (Full table)
- Tags (Full table)
- Task Categories (Full table)
- Tasks (Incremental)
- Team Members (Full table)
- Teams (Full table)
- Tickets (Incremental)
- Users (Incremental)
Performance considerations
The connector is restricted by Insightly requests limitation.
Changelog
| Version | Date | Pull Request | Subject |
|---|---|---|---|
| 0.2.0 | 2023-10-23 | 31162 | Migrate to low-code framework |
| 0.1.3 | 2023-05-15 | 26079 | Make incremental syncs timestamp inclusive |
| 0.1.2 | 2023-03-23 | 24422 | Fix incremental timedelta causing missing records |
| 0.1.1 | 2022-11-11 | 19356 | Fix state date parse bug |
| 0.1.0 | 2022-10-19 | 18164 | Release Insightly CDK Connector |