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Does Meltano Offer a Insightly Connector? Portable Does!

With Portable, you can sync Insightly data into your data warehouse in minutes. Analyze all of your Cloud-based CRM data from within without having to manage cumbersome ETL scripts.

How to Set up a Insightly ETL Connector in 3 Minutes

It’s easy to connect Insightly to your data warehouse with Portable.

  1. Create your Portable account (it’s free)
  2. Add a Insightly source —Search for and select Insightly
  3. Enter your Insightly credentials using the instructions in the Portable console
  4. Pick your data warehouse (Snowflake, BigQuery, Redshift, or PostgreSQL) and authenticate
  5. Create a flow connecting Insightly to your data warehouse
  6. Replicate data from Insightly to your destination of choice
  7. Set your data flow to run on a cadence (daily, hourly, etc.)

The Benefits of a No-Code Insightly ETL Solution

Business intelligence teams love creating value from data. And the easiest way to get started is by using a no-code tool like Meltano for the most common data sources:

  • Applications like: Google Ads, Google Analytics, Google Sheets, Facebook Ads, LinkedIn Ads, Salesforce, Shopify, etc.
  • Databases like: MySQL, SQL Server, MongoDB, etc.

By using a SaaS ETL solution like Meltano or Portable, you can focus your efforts on building dashboards, writing SQL, and generating business value instead of deploying and maintaining infrastructure.

What’s included in Meltano’s product?

  1. 300+ connectors
  2. Integration with Singer data format for source integrations
  3. Open-source platform with MIT license
  4. Version control through Git built-in
  5. Detailed public-facing product roadmap

Meltano is a great place to get started, but as you build out your data team, you will start to receive more nuanced requests for analytics.

As more requests for insights make their way into your backlog, you won’t be able to repurpose data from your existing data sources (like your product database and CRM system) into new dashboards, so you will need to integrate Insightly and other bespoke applications into your data warehouse.

The question is: How?

What Is the Best Solution for Bespoke Long-Tail Connectors Like Insightly

Insightly isn’t the most niche platform out there, but it’s not as common as Salesforce, SAP, or Oracle. (Trust us, there are some pretty niche connectors out there. We’ve integrated with them!)

As you search for a reliable way to sync data from Insightly to Snowflake, BigQuery, Redshift, or PostgreSQL, it’s important to understand your options.

Problem: The options for a Insightly connector aren’t great

Historically, your options for a Insightly data pipeline were limited:

  1. Read the Insightly API documentation and build a custom integration yourself
  2. Find a way to build and maintain your custom connector within Meltano
  3. Hire a data consultant to build and maintain the data pipeline
  4. Ignore the request, give up on accessing the data, and don’t build the dashboard

Solution: Portable already has a prebuilt Insightly connector

Without writing a line of code you can start syncing data from Insightly to your data warehouse, today. Here are four common Insightly integrations you can try out.

  1. Insightly to Snowflake Integration
  2. Insightly to Google BigQuery Integration
  3. Insightly to Amazon Redshift Integration
  4. Insightly to PostgreSQL Integration

Once you sync data with Portable, it’s easy to get the information you need. Our team is always excited to add new connectors, new endpoints, and new fields —development is fast and entirely free.

How Do You Create Value From a Insightly ETL Pipeline?

At Portable, we handle the development and maintenance of your Insightly pipeline, so you can focus on creating business value with analytics, automation, and external data products.

Here are a few ideas for sales analytics dashboards to help get you started creating value from your Insightly integration.

  1. Open Tasks (By Assignee) —If your team is analyzing tasks, it's easy to build a quick summary of open tasks for each assignee to help to keep everyone in the loop.
  2. Overdue Tasks (By Project) —Every once in a while, tasks are delayed. Setting up alerts or notifications when tasks are overdue within a project can help your team stay on track.
  3. Average Time To Complete Tasks (By Month Created) —For operational teams and support teams, the completion time for tasks can be a great metric to help streamline processes. By showing trend data of the average time to complete tasks, you can better understand how your operational initiatives are working and consistently strive to support clients in real time.

During the process of converting raw data into insights, you should check out tools like DBT, Coalesce, and Narrator for transformation, and tools like Mode, Looker, Tableau, Retool, and Power BI to generate dashboards and insights for users.

What Are the Benefits of Using Portable for Your Insightly ETL Workflow?

In addition to providing a reliable, no-code, simple integration from Insightly to your data warehouse, Portable includes all of the functionality you would expect from a best-in-class data integration tool:

  1. 300+ data source connectors
  2. Support for the major data warehouses as destinations
  3. Unlimited data volumes
  4. Free development of new data sources
  5. Email and Slack notifications
  6. Hands-on support and maintenance

And in addition to Insightly, Portable offers over 300 other data sources. Some of the applications are widely used tools like Mailchimp, Zendesk, Twilio, Jira, or Asana, while other tools are much more industry-specific and nuanced.

Ready to Get Started? Sign up for Portable Today!

Pricing is simple, predictable, and based on connectors instead of data volume.

It’s free to sign up and start moving Insightly data.