insightly.md

Insightly

This page guides you through the process of setting up the Insightly source connector.

Set up the Insightly connector

1. Log into your Airbyte Cloud or Airbyte Open Source account.
2. Click Sources and then click + New source.
3. On the Set up the source page, select Insightly from the Source type dropdown.
4. Enter a name for your source.
5. 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.
6. For Start date, enter the date in YYYY-MM-DDTHH:mm:ssZ format. The data added on and after this date will be replicated.
7. 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
0.1.0	2021-07-19		Release Insightly CDK Connector