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The Insightly connector syncs your Insightly data into Basedash Warehouse, where you can chart it, chat with it, and add it to dashboards like any other data source.
Only admins can add data sources. SaaS connectors run on Fivetran and are available on Basedash Cloud only, not on self-hosted deployments.

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Connect Insightly

  1. Go to the Data page and select Add data source.
  2. Search for Insightly and open it.
  3. Select Connect.
  4. In the Fivetran setup form that opens, sign in to Insightly or enter the credentials it asks for, then finish the form.
  5. Basedash starts the first sync. When it finishes, the Insightly tables appear on the Data page.
The first sync backfills historical data, so it can take longer than later syncs. If you close the setup form before finishing, the connector shows Setup incomplete. Open it from the Data page and select Connect to finish.

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Manage the sync

Open the connector from the Data page to see its status and synced tables. Admins can change these settings:
  • Enabled: turn off to pause all syncs, and turn back on to resume.
  • Sync frequency: how often Basedash checks Insightly for new data, from every 15 minutes to every 24 hours. New connectors sync every hour.
  • Sync now: starts a sync right away.
  • Synced tables: choose which schemas, tables, and columns sync, and use New data to decide what happens when Insightly adds new ones. Save your changes to apply them.
  • Access: choose who can see this connector’s tables. See data source access control.
  • Connection details: select Edit to reopen the Fivetran setup form and update credentials or configuration.
To stop syncing and remove the connector, select Delete connector.

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Connector details

  • Fivetran status: Generally available
  • Tables and sync behavior: the Fivetran Insightly documentation lists the tables this connector syncs, any setup needed on the Insightly side, and how it handles deleted records.

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FAQ

Every hour by default. Admins can change Sync frequency to anything from every 15 minutes to every 24 hours, or select Sync now to sync right away.
Yes. Turn off Enabled in the connector’s settings, and turn it back on to resume. Syncing also pauses if your organization’s trial ends without a paid plan. Upgrade to resume it.
In Basedash Warehouse, a warehouse that Basedash manages for you. Each connector syncs into its own schema. You can also view the warehouse credentials to query the data from other tools.