Insightly
Bring Insightly sales opportunities into DataOS
This guide brings your Insightly sales opportunities (deals and their stage, value and dates) into DataOS.
insightly.com
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What you need
One API key from Insightly, plus the name of your Insightly region
Who can get it
Any Insightly user, for their own key
Where data lands
A governed table in your DataOS lakehouse
Connection type
REST API
How the connection works
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Source
Insightly
DataOS connector
Keeps it up to date
DataOS lakehouse
Governed data product
When it runs, the connector uses your Insightly key to ask Insightly for opportunities changed since its last visit, then adds them to the table in DataOS. It only reads opportunities.
What's next
Ready to bring this data into DataOS?
