Insightly
Data Integration
via SSIS Productivity Pack
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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Your Insightly system is the front line for your customer management, and it's essential for it to maintain the most up-to-date data at all times, while interacting properly with your other applications to keep the entire customer life-cycle running smoothly.
Synchronize Data
Easily sync Insightly with your ERP, marketing platform or any other application so customer records are always up-to-date. Bring more visibility across applications so each team knows exactly where each client is in the sales process.
Automate Business Processes
Insightly cannot always handle the entire customer life-cycle itself, it relies on information from your other applications to help drive the sales cycle. Customer downloads a white paper? Let your sales team follow up in Insightly. Close a deal in Insightly? Allow your ERP to finalize the order process.
Replicate Data
Data Archival
Easily replicate data from Insightly for data archival and warehousing requirements.
Data Analytics
Easily retrieve data from Insightly so it is available for your choice BI and Analytics platform.
Insightly Data Integration
is available in the
SSIS Productivity Pack
Unique Features
- A simplified and secure connection manager makes it easy to communicate with Insightly.
- Supports Insightly's numerous objects including APIs associated with Contacts, Currencies, Events, Leads, Permission, Projects, and Teams.
- Retrieve data from Insightly with several advanced filtering capabilities for further data retrieval refinement.
- Write data to Insightly through various write actions.
Technical Requirements
- Insightly
- SQL Server Integration Services
- Azure-SSIS Integration Runtime
- Microsoft SQL Server 2022
- Microsoft SQL Server 2019
- Microsoft SQL Server 2017
- Microsoft SQL Server 2016
- Microsoft SQL Server 2014
- Microsoft SQL Server 2012
Insightly Data Integration Made Easy
Our solution is easy to use, offering code-less integration between Insightly and virtually any other application or database system. Our solution is built utilizing Microsoft SQL Server Integration Services (SSIS), a performant and flexible ETL platform, that allows your team to take advantage of the technologies and skills they already have. The drag-and-drop user interface makes it easy to set up powerful integration within a matter of minutes.
Our Insightly integration solution is available within the REST Components and Prouctivity Pack, 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
