Insightly Connector - Technical Overview

Versions Supported

Users on all Insightly plans have access to their REST API. This is as of 10/26/2017 on their developer page found at  https://api.insight.ly/v2.1/.

Authentication Requirements 

Bedrock requires your Insightly API key in order to authenticate your Insightly connector in the Bedrock Portal. You can learn more about how to install your Insightly connector in Bedrock  here.

Objects Supported

Each object below may have a certain set of sub-objects. Not all sub-objects are supported by Bedrock Data so it's important to discuss any specific data points related to these objects that are important to your integration needs with our sales team. 

Object Permissions Custom Field Support Dedupe Key
User  Read No Email
Lead Read / Update / Create Yes Email
Contact Read / Update Yes Email
Organization Read / Update / Create Yes Name
Opportunity Read / Update Yes Forecast Close Date
Name
Contact and Company
Relationship
Task Read / Update / Create Yes Title
Reminder Date

API Version and Limits

Bedrock currently uses v2.2 of the Insightly API. Learn more about the different versions of the Insightly API at  https://api.insight.ly.

Important Consideration(s)

Every Connector has a set of considerations and limitations that can impact how data will flow from one system to another. These may not be the only limitations depending on your integration needs. Make sure to discuss your key integration goals with your Bedrock Data sales representative to ensure we can meet your needs. 

  • Activities must be open in order to sync out to another system
  • Closed activities cannot be updated

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