Insightly Integration

The modern customer relationship platform. Grow your business faster by building lasting relationships with your customers, through every step of the customer journey.

The Insightly integration brings in Customer and Product datasets. The standard set of attributes that are brought for this integration are shown in the table below. If you have made any customisations to your Insightly setup then bringing these in can be discussed during Supported Onboarding.

Customer Attributes

Customers in are aligned to Contacts in Insightly. AttributeMapped Insightly AttributeInsightly Attribute Description
Customer Id/contacts.contact_idThe record’s ID
First Name/contacts.first_name
Last Name/contacts.last_name
Email Address/contacts.email_address
Mobile Phone Number/contacts.phone_mobile
GDPR Status – Marketing Subscribed
GDPR Status – Right of Access Requested
GDPR Status – Anonymise Data
Facebook Slug/contacts.social_facebook
Twitter Handle/contacts.social_twitter
Instagram Handle
LinkedIn Slug/contacts.social_linkedin
Postal Address Line 1/contacts.address_mail_street
Postal Address Line 2
Postal Address Town/contacts.address_mail_city
Postal Address Region/contacts.address_mail_state
Postal Address Country/contacts.address_mail_country
Postal Address Postcode/contacts.address_mail_postcode
Billing Address Line 1/contacts.address_other_street
Billing Address Line 2
Billing Address Town/contacts.address_other_city
Billing Address Region/contacts.address_other_state
Billing Address Country/contacts.address_other_country
Billing Address Postcode/contacts.address_other_postcode

Additional Customer Attributes available from Insightly can be found here. These may added as Custom Attributes into the Customers dataset.

Product Attributes AttributeMapped Insightly AttributeInsightly Attribute Description
Product Id/product.product_id
Product Name/product.product_name
Thumbnail URL
Image URL/product.product_image_url
Shop URL
List Price – Excluding Tax/product.default_price
List Price – Including Tax/product.default_price
Price Breaks Description

Additional Product Attributes available from Insightly can be found here. These may added as Custom Attributes into the Products dataset.