Insightly Connector - Technical Overview
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/.
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.
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|
|Lead||Read / Update / Create||Yes|
|Contact||Read / Update||Yes|
|Organization||Read / Update / Create||Yes||Name|
|Opportunity||Read / Update||Yes||
Forecast Close Date
Contact and Company
|Task||Read / Update / Create||Yes||
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.
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