Insightly
Let AI connect your sources for you
Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.
Connect Insightly to PostHog to sync your data into the PostHog data warehouse for analysis and modeling.
Enter your Insightly API key to sync your Insightly CRM data into the PostHog Data warehouse.
Find your API key and your API URL in Insightly under User Settings (top-right profile menu). The API URL looks like https://api.na1.insightly.com/v3.1 — the pod is the region token in the middle (na1, eu1, ...). Enter just that token, or paste the full API URL.
The API key inherits your Insightly user's permissions, so make sure your user can access the data you want to sync.
Configuration
| Option | Type | Required |
|---|---|---|
Pod (instance) | text | Yes |
API key | password | Yes |
Linking Insightly to PostHog
- Go to the Data pipeline page in PostHog
- Click New source and select Insightly
- Fill in the required configuration fields
- Click Next, select the tables you want to sync, and then press Import
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
Contacts | People tracked in Insightly, with their contact details and relationships. | Incremental, Full refresh | DATE_UPDATED_UTC | CONTACT_ID |
Organisations | Companies and organisations tracked in Insightly. | Incremental, Full refresh | DATE_UPDATED_UTC | ORGANISATION_ID |
Opportunities | Sales opportunities (deals) tracked through your pipelines. | Incremental, Full refresh | DATE_UPDATED_UTC | OPPORTUNITY_ID |
Leads | Unqualified prospects that can be converted into contacts, organisations, and opportunities. | Incremental, Full refresh | DATE_UPDATED_UTC | LEAD_ID |
Projects | Projects used to manage post-sale work and deliverables. | Incremental, Full refresh | DATE_UPDATED_UTC | PROJECT_ID |
Tasks | To-do items assigned to users and linked to CRM records. | Incremental, Full refresh | DATE_UPDATED_UTC | TASK_ID |
Events | Calendar events and appointments. | Incremental, Full refresh | DATE_UPDATED_UTC | EVENT_ID |
Notes | Free-text notes attached to CRM records. | Incremental, Full refresh | DATE_UPDATED_UTC | NOTE_ID |
Emails | Emails logged against CRM records. | Incremental, Full refresh | DATE_UPDATED_UTC | EMAIL_ID |
Users | Insightly users in your account. | Full refresh | — | USER_ID |
Pipelines | Sales/project pipelines used to organise opportunities and projects into stages. | Full refresh | — | PIPELINE_ID |