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Connectors

Insightly connector

Set up the Insightly connector in Kaivo: authentication, configuration, the 28 BigQuery tables it syncs, and answers to common questions.

Written By Lauri Raivio

Last updated 15 days ago

Kaivo is a fully managed data platform that syncs your Insightly data into a Google BigQuery warehouse and keeps it up to date automatically. There is no pipeline to build and no infrastructure to run, so you can spend your time analysing your CRM data instead of moving it.

What is the Insightly connector

Sync your Insightly CRM data into BigQuery with Kaivo to report on pipeline, contacts, and activity alongside the rest of your data.

CategoryCRM
AuthenticationAPI key
SetupSelf-service

Getting started with the Insightly connector

  1. Sign up for Kaivo and create a workspace.
  2. Connect your Insightly account.
  3. Choose which tables to sync.
  4. Wait for the initial sync to finish.
  5. Query your data in BigQuery or your favourite AI or BI tool.

Authenticating Insightly

Authenticate with your API Token.

FieldDescription
API Token

Your Insightly API token.

Configuring the Insightly connector

When you set up the connector, you provide:

FieldDescription
Start Date

Any data before this date will not be fetched.

Tables and columns synced from Insightly

Kaivo syncs 28 tables from Insightly into a dedicated dataset in your BigQuery warehouse. Click any table to see its columns and types.

ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
activityset_idINT64ID of the activity set
for_contactsBOOLActivity set associated with contacts
for_leadsBOOLActivity set associated with leads
for_opportunitiesBOOLActivity set associated with opportunities
for_organisationsBOOLActivity set associated with organizations
for_projectsBOOLActivity set associated with projects
nameSTRINGName of the activity set
owner_user_idINT64ID of the user who owns the activity set
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: activity_sets__activities

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
activityset_idINT64ID of the activity set to which the activity belongs
activity_detailsSTRINGDetails or description of the activity
activity_idINT64ID of the activity
activity_nameSTRINGName of the activity
activity_typeSTRINGType of the activity
all_dayBOOLBoolean flag indicating if the activity is an all-day event
assigned_team_idINT64ID of the team assigned to the activity
category_idINT64ID of the category to which the activity belongs
due_days_after_startINT64Number of days after the start of the activity by which it is due
due_days_before_endINT64Number of days before the end of the activity by which it is due
durationINT64Duration of the activity
event_days_after_startINT64Number of days after the start of the activity when the event occurs
event_days_before_endINT64Number of days before the end of the activity when the event occurs
event_timeSTRINGTime of the event associated with the activity
owner_user_idINT64ID of the user who owns the activity
owner_visibleBOOLBoolean flag indicating if the activity is visible to the owner
publicly_visibleBOOLBoolean flag indicating if the activity is publicly visible
reminderBOOLDetails about the reminder set for the activity
reminder_days_before_dueINT64Number of days before the due date when the reminder is triggered
reminder_timeSTRINGTime of day when the reminder is triggered
responsible_user_idINT64ID of the user responsible for the activity
skip_friBOOLBoolean flag indicating if the activity is skipped on Fridays
skip_monBOOLBoolean flag indicating if the activity is skipped on Mondays
skip_satBOOLBoolean flag indicating if the activity is skipped on Saturdays
skip_sunBOOLBoolean flag indicating if the activity is skipped on Sundays
skip_thuBOOLBoolean flag indicating if the activity is skipped on Thursdays
skip_tueBOOLBoolean flag indicating if the activity is skipped on Tuesdays
skip_wedBOOLBoolean flag indicating if the activity is skipped on Wednesdays
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
address_mail_citySTRINGThe city of the mailing address
address_mail_countrySTRINGThe country of the mailing address
address_mail_postcodeSTRINGThe postcode of the mailing address
address_mail_stateSTRINGThe state of the mailing address
address_mail_streetSTRINGThe street address of the mailing address
address_other_citySTRINGThe city of the other address
address_other_countrySTRINGThe country of the other address
address_other_postcodeSTRINGThe postcode of the other address
address_other_stateSTRINGThe state of the other address
address_other_streetSTRINGThe street address of the other address
assistant_nameSTRINGThe name of the contact's assistant
backgroundSTRINGBackground information about the contact
contact_idINT64The unique identifier for the contact
created_user_idINT64The user ID of the user who created the contact
date_created_utcTIMESTAMPThe date and time the contact was created in UTC
date_of_birthSTRINGThe date of birth of the contact
date_updated_utcTIMESTAMPThe date and time the contact was last updated in UTC
email_addressSTRINGThe email address of the contact
email_opted_outBOOLWhether the contact has opted out of email communication
first_nameSTRINGThe first name of the contact
image_urlSTRINGURL of the contact's image
last_activity_date_utcTIMESTAMPThe date and time of the last activity related to the contact in UTC
last_nameSTRINGThe last name of the contact
next_activity_date_utcTIMESTAMPThe date and time of the next activity related to the contact in UTC
organisation_idINT64The ID of the organization the contact is associated with
owner_user_idINT64The ID of the user who owns the contact
phoneSTRINGThe primary phone number of the contact
phone_assistantSTRINGThe phone number of the contact's assistant
phone_faxSTRINGThe fax number of the contact
phone_homeSTRINGThe home phone number of the contact
phone_mobileSTRINGThe mobile phone number of the contact
phone_otherSTRINGAnother phone number of the contact
salutationSTRINGThe salutation for the contact
social_facebookSTRINGThe Facebook profile of the contact
social_linkedinSTRINGThe LinkedIn profile of the contact
social_twitterSTRINGThe Twitter profile of the contact
titleSTRINGThe title of the contact
visible_team_idINT64The ID of the team the contact is visible to
visible_toSTRINGIndicates who the contact is visible to
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: contacts__customfields

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
field_nameSTRINGThe name of the custom field
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: contacts__dates

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
create_task_yearlyBOOLIndicates whether a task should be created yearly
date_idINT64The unique identifier for the date event
occasion_dateSTRINGThe date of the occasion
occasion_nameSTRINGThe name of the occasion
repeat_yearlyBOOLIndicates if the occasion repeats yearly
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
detailsSTRINGDetails about the link
is_forwardBOOLFlag indicating if the link is forward
link_idINT64Unique identifier for the link
link_object_idINT64The ID of the linked object
link_object_nameSTRINGThe name of the linked object
object_idINT64The ID of the object
object_nameSTRINGThe name of the object
relationship_idINT64The ID of the relationship
roleSTRINGThe role of the contact in the relationship
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: contacts__tags

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
tag_nameSTRINGThe name of the tag associated with the contact
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
country_nameSTRINGThe name of the country.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
currency_codeSTRINGThe unique code representing the currency.
currency_symbolSTRINGThe symbol used to denote the currency.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
created_user_idINT64The ID of the user who created the email
date_created_utcTIMESTAMPThe date and time when the email record was created
email_date_utcTIMESTAMPThe date and time when the email was sent/received
email_fromSTRINGThe sender of the email
email_idINT64The unique identifier of the email
formatSTRINGThe format of the email content
owner_user_idINT64The ID of the user who owns the email
queued_send_date_utcTIMESTAMPThe date and time when the email was queued for sending
sizeINT64The size of the email content
subjectSTRINGThe subject of the email
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
detailsSTRINGDetails about the link
is_forwardBOOLIndicates if the link is a forward link
link_idINT64The ID of the link
link_object_idINT64The ID of the linked object
link_object_nameSTRINGThe name of the linked object
object_idINT64The ID of the object associated with the email
object_nameSTRINGThe name of the object associated with the email
relationship_idINT64The ID representing the relationship with the link
roleSTRINGThe role of the linked object
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: emails__tags

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
tag_nameSTRINGThe name of the tag
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
all_dayBOOLIndicates if the event is an all-day event
date_created_utcTIMESTAMPDateTime when the event was created (UTC)
date_updated_utcTIMESTAMPDateTime when the event was last updated (UTC)
detailsSTRINGAdditional details of the event
end_date_utcTIMESTAMPEnd date and time of the event (UTC)
event_idINT64Unique identifier for the event
locationSTRINGLocation of the event
owner_user_idINT64User ID of the event owner
reminder_date_utcTIMESTAMPDateTime when the reminder for the event is set to trigger (UTC)
reminder_sentBOOLIndicates if the reminder for the event has been sent
start_date_utcTIMESTAMPStart date and time of the event (UTC)
titleSTRINGTitle of the event
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: events__customfields

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
field_nameSTRINGName of the custom field
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
detailsSTRINGDetails of the link
is_forwardBOOLIndicates if the link is forward
link_idINT64Unique identifier for the link
link_object_idINT64ID of the linked object
link_object_nameSTRINGName of the linked object
object_idINT64ID of the object
object_nameSTRINGName of the object
relationship_idINT64ID of the relationship
roleSTRINGRole of the link in the relationship
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
category_idINT64Unique identifier for the knowledge article category.
category_nameSTRINGName of the knowledge article category.
created_user_idINT64Identifier of the user who created the knowledge article category.
date_created_utcTIMESTAMPDate and time when the knowledge article category was created.
date_updated_utcTIMESTAMPDate and time when the knowledge article category was last updated.
descriptionSTRINGDetailed description of the knowledge article category.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
category_idSTRINGUnique identifier for the knowledge article category to which the folder belongs.
created_user_idINT64Unique identifier of the user who created the knowledge article folder.
date_created_utcTIMESTAMPThe date and time when the knowledge article folder was created.
date_updated_utcTIMESTAMPThe date and time when the knowledge article folder was last updated.
folder_idINT64Unique identifier for the knowledge article folder.
folder_nameSTRINGThe name of the knowledge article folder.
order_articlesSTRINGDefines the order in which articles appear within the folder.
visibilitySTRINGIndicates the visibility of the knowledge article folder (e.g., public, private, restricted).
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
archived_date_utcTIMESTAMPThe date and time when the article was archived in UTC timezone
article_idINT64The unique identifier for the knowledge article
article_noINT64The article number for reference
article_versionSTRINGThe version of the article
bodySTRINGThe main content of the knowledge article
category_idINT64The category ID to which the article belongs
created_user_idINT64The user ID of the creator of the knowledge article
date_created_utcTIMESTAMPThe date and time when the article was created in UTC timezone
date_updated_utcTIMESTAMPThe date and time when the article was last updated in UTC timezone
downvote_countINT64Number of downvotes received for the article
external_link_countSTRINGNumber of external links referenced in the article
first_published_date_utcTIMESTAMPThe date and time when the article was first published in UTC timezone
folder_idINT64The ID of the folder where the article is stored
last_published_date_utcTIMESTAMPThe date and time when the article was last published in UTC timezone
languageSTRINGThe language in which the article is written
owner_user_idINT64The user ID of the owner of the article
promotedBOOLIndicates if the article is promoted or not
statusSTRINGThe status of the article (e.g., draft, published)
titleSTRINGThe title of the knowledge article
upvote_countINT64Number of upvotes received for the article
url_slugSTRINGThe URL-friendly slug for the article
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: knowledge_articles__customfields

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
field_nameSTRINGName of the custom field
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: knowledge_articles__tags

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
tag_nameSTRINGThe name of the tag
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
default_valueBOOLThe default value for the lead source, used when no specific lead source is assigned.
field_orderINT64The order in which the lead sources are displayed or prioritized.
lead_sourceSTRINGThe name or label of the lead source.
lead_source_idINT64The unique identifier for the lead source.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
default_statusBOOLSpecifies the default status for leads.
field_orderINT64Designates the order of fields for lead status.
lead_statusSTRINGRepresents the name or label of the lead status.
lead_status_idINT64Unique identifier for each lead status.
status_typeINT64Indicates the type or category of the lead status.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
completedBOOLFlag indicating if the milestone has been completed or not
completed_date_utcTIMESTAMPDate and time when the milestone was completed in UTC
date_created_utcTIMESTAMPDate and time when the milestone was created in UTC
date_updated_utcTIMESTAMPDate and time when the milestone was last updated in UTC
due_dateSTRINGDue date for completion of the milestone
milestone_idINT64Unique identifier for the milestone
owner_user_idINT64User ID of the owner of the milestone
project_idINT64Identifier of the project to which the milestone belongs
responsible_userINT64User responsible for completing the milestone
titleSTRINGTitle or name of the milestone
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
bodySTRINGThe content or text of the note.
date_created_utcTIMESTAMPThe date and time the note was created in UTC timezone.
date_updated_utcTIMESTAMPThe date and time the note was last updated in UTC timezone.
note_idINT64The unique identifier of the note.
owner_user_idINT64The ID of the user who owns the note.
titleSTRINGThe title or subject of the note.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
detailsSTRINGAdditional details or description for the link.
is_forwardBOOLIndicates if the link is forward or backward.
link_idINT64The ID of the link.
link_object_idINT64The ID of the object the link is associated with.
link_object_nameSTRINGThe name of the object the link is associated with.
object_idINT64The ID of the linked object.
object_nameSTRINGThe name of the linked object.
relationship_idINT64The ID of the relationship between the objects.
roleSTRINGThe role or type of relationship between the objects.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
actual_close_dateTIMESTAMPThe actual date when the opportunity was closed
bid_amountFLOAT64The amount bid for the opportunity
bid_currencySTRINGThe currency used for the bid amount
bid_durationINT64The duration for which the bid is valid
bid_typeSTRINGThe type of bid placed
category_idINT64The category ID associated with the opportunity
created_user_idINT64The ID of the user who created the opportunity
date_created_utcTIMESTAMPThe date and time when the opportunity was created (in UTC)
date_updated_utcTIMESTAMPThe date and time when the opportunity was last updated (in UTC)
forecast_close_dateTIMESTAMPThe forecasted date for closing the opportunity
image_urlSTRINGURL of any image associated with the opportunity
last_activity_date_utcTIMESTAMPThe date and time of the last activity related to the opportunity (in UTC)
next_activity_date_utcTIMESTAMPThe date and time of the next planned activity (in UTC)
opportunity_detailsSTRINGDetailed information about the opportunity
opportunity_idINT64The unique identifier of the opportunity
opportunity_nameSTRINGThe name of the opportunity
opportunity_stateSTRINGThe state of the opportunity
opportunity_valueFLOAT64The value associated with the opportunity
organisation_idINT64The ID of the organization associated with the opportunity
owner_user_idINT64The ID of the user who owns the opportunity
pipeline_idINT64The ID of the pipeline the opportunity belongs to
pricebook_idINT64The ID of the price book associated with the opportunity
probabilityINT64The probability of the opportunity being successful
responsible_user_idINT64The ID of the user responsible for the opportunity
stage_idINT64The ID of the stage the opportunity is in
visible_team_idINT64The ID of the team with visibility rights to the opportunity
visible_toSTRINGThe visibility settings for the opportunity
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: opportunities__customfields

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
field_nameSTRINGName of the custom field
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
detailsSTRINGDetails of the link
is_forwardBOOLIndicates if the link is being forwarded
link_idINT64ID of the linked object
link_object_idINT64ID of the linked object
link_object_nameSTRINGName of the linked object
object_idINT64ID of the linked object
object_nameSTRINGName of the linked object
relationship_idINT64ID of the relationship
roleSTRINGRole of the link
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: opportunities__tags

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
tag_nameSTRINGName of the tag associated with the opportunity
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
activeBOOLIndicates whether the opportunity category is active or inactive
background_colorSTRINGThe background color associated with the opportunity category
category_idINT64The unique identifier for the opportunity category
category_nameSTRINGThe name or label of the opportunity category
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
for_opportunity_stateSTRINGThe particular opportunity state that the reason applies to.
state_reasonSTRINGThe reason associated with the opportunity state.
state_reason_idINT64Unique identifier for the state reason.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
address_billing_citySTRINGThe city of the billing address of the organisation.
address_billing_countrySTRINGThe country of the billing address of the organisation.
address_billing_postcodeSTRINGThe postal code of the billing address of the organisation.
address_billing_stateSTRINGThe state of the billing address of the organisation.
address_billing_streetSTRINGThe street address of the billing address of the organisation.
address_ship_citySTRINGThe city of the shipping address of the organisation.
address_ship_countrySTRINGThe country of the shipping address of the organisation.
address_ship_postcodeSTRINGThe postal code of the shipping address of the organisation.
address_ship_stateSTRINGThe state of the shipping address of the organisation.
address_ship_streetSTRINGThe street address of the shipping address of the organisation.
backgroundSTRINGBackground information or description about the organisation.
created_user_idINT64The user ID of the user who created the organisation record.
date_created_utcTIMESTAMPThe date and time when the organisation record was created in Coordinated Universal Time (UTC).
date_updated_utcTIMESTAMPThe date and time when the organisation record was last updated in Coordinated Universal Time (UTC).
image_urlSTRINGURL of the image associated with the organisation.
last_activity_date_utcTIMESTAMPThe date and time of the last activity related to the organisation in Coordinated Universal Time (UTC).
next_activity_date_utcTIMESTAMPThe date and time of the next planned activity related to the organisation in Coordinated Universal Time (UTC).
organisation_idINT64The unique ID of the organisation.
organisation_nameSTRINGThe name of the organisation.
owner_user_idINT64The user ID of the owner of the organisation.
phoneSTRINGThe phone number associated with the organisation.
phone_faxSTRINGThe fax number associated with the organisation.
social_facebookSTRINGFacebook page URL associated with the organisation.
social_linkedinSTRINGLinkedIn profile URL associated with the organisation.
social_twitterSTRINGTwitter handle associated with the organisation.
visible_team_idINT64The team ID that has visibility permission for the organisation.
visible_toSTRINGVisibility level of the organisation.
websiteSTRINGWebsite URL of the organisation.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: organisations__customfields

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
field_nameSTRINGThe name of the custom field.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: organisations__dates

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
create_task_yearlyBOOLFlag indicating if a task is created yearly.
date_idINT64The ID of the date record.
occasion_dateSTRINGThe date of a particular occasion.
occasion_nameSTRINGName of the occasion associated with the date.
repeat_yearlyBOOLFlag indicating if the occasion repeats yearly.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: organisations__emaildomains

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
email_domainSTRINGThe domain of an email address associated with the organisation.
email_domain_idINT64The ID of the email domain.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
detailsSTRINGDetails of the link.
is_forwardBOOLFlag indicating if the link is in a forward direction.
link_idINT64The ID of the link.
link_object_idINT64The ID of the object linked to.
link_object_nameSTRINGName of the object linked to.
object_idINT64The ID of the organisation or entity the link is associated with.
object_nameSTRINGName of the organisation or entity the link is associated with.
relationship_idINT64The ID of the relationship between the linked objects.
roleSTRINGRole of the organisation in the linked relationship.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: organisations__tags

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
tag_nameSTRINGThe name of the tag.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
activityset_idINT64Unique identifier for the activity set associated with the pipeline stage
owner_user_idINT64Unique identifier for the user who owns or is responsible for the pipeline stage
pipeline_idINT64Unique identifier for the pipeline to which the stage belongs
stage_idINT64Unique identifier for the pipeline stage
stage_nameSTRINGName or label for the pipeline stage
stage_orderINT64Numerical order value indicating the position of the pipeline stage in the pipeline flow
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
for_opportunitiesBOOLFlag indicating if the pipeline is for opportunities
for_projectsBOOLFlag indicating if the pipeline is for projects
owner_user_idINT64Unique identifier of the user who owns the pipeline
pipeline_idINT64Unique identifier of the pipeline
pipeline_nameSTRINGName of the pipeline
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
activeBOOLIndicates if the project category is currently active or not
background_colorSTRINGThe background color associated with the project category
category_idINT64Unique identifier for the project category
category_nameSTRINGThe name or title of the project category
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
category_idINT64Unique identifier for the project category.
completed_dateTIMESTAMPDate and time when the project was completed.
created_user_idINT64Unique identifier of the user who created the project.
date_created_utcTIMESTAMPDate and time when the project was created (in UTC).
date_updated_utcTIMESTAMPDate and time when the project was last updated (in UTC).
image_urlSTRINGURL of the image associated with the project.
last_activity_date_utcSTRINGDate and time of the last activity related to the project (in UTC).
next_activity_date_utcSTRINGDate and time of the next activity related to the project (in UTC).
opportunity_idINT64Unique identifier of the opportunity associated with the project.
owner_user_idINT64Unique identifier of the user who owns the project.
pipeline_idINT64Unique identifier of the pipeline to which the project belongs.
project_detailsSTRINGDetails or description of the project.
project_idINT64Unique identifier for the project.
project_nameSTRINGName of the project.
responsible_user_idINT64Unique identifier of the user responsible for the project.
stage_idINT64Unique identifier of the stage to which the project belongs.
started_dateTIMESTAMPDate and time when the project was started.
statusSTRINGStatus of the project.
visible_team_idINT64Unique identifier of the team that can view the project.
visible_toSTRINGVisibility setting for the project.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: projects__customfields

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
field_nameSTRINGName of the custom field.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
detailsSTRINGDetails of the link.
is_forwardBOOLFlag indicating if the link is forward.
link_idINT64Unique identifier for the link.
link_object_idINT64Unique identifier of the linked object.
link_object_nameSTRINGName of the linked object.
object_idINT64Unique identifier of the object.
object_nameSTRINGName of the object.
relationship_idINT64Unique identifier for the relationship.
roleSTRINGRole associated with the link.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: projects__tags

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
tag_nameSTRINGName of the tag.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
address_citySTRINGThe city where the prospect is located.
address_countrySTRINGThe country where the prospect is located.
address_postcodeSTRINGThe postcode of the prospect's address.
address_stateSTRINGThe state or region where the prospect is located.
address_streetSTRINGThe street address of the prospect.
contact_idINT64The ID of the contact associated with the prospect.
created_user_idINT64The ID of the user who created the prospect.
date_created_utcTIMESTAMPThe date and time when the prospect was created in UTC.
date_updated_utcTIMESTAMPThe date and time when the prospect was last updated in UTC.
descriptionSTRINGA description or notes related to the prospect.
do_not_callBOOLIndicates if the prospect should not be contacted via phone.
do_not_emailBOOLIndicates if the prospect should not be contacted via email.
do_not_syncBOOLIndicates if the prospect should not be synchronized.
email_addressSTRINGThe email address of the prospect.
employee_countINT64The number of employees in the prospect's organization.
faxSTRINGThe fax number of the prospect.
first_nameSTRINGThe first name of the prospect.
gradeSTRINGThe grade of the prospect.
grade_profile_idINT64The ID of the grade profile associated with the prospect.
industrySTRINGThe industry of the prospect.
last_activity_date_utcTIMESTAMPThe date and time of the prospect's last activity in UTC.
last_nameSTRINGThe last name of the prospect.
lead_conversion_date_utcTIMESTAMPThe date and time when the prospect was converted to a lead in UTC.
lead_idINT64The ID of the lead associated with the prospect.
mobileSTRINGThe mobile number of the prospect.
opted_outBOOLIndicates if the prospect has opted out of communications.
organisation_idINT64The ID of the organization associated with the prospect.
organisation_nameSTRINGThe name of the organization associated with the prospect.
owner_user_idINT64The ID of the user who owns or is responsible for the prospect.
phoneSTRINGThe phone number of the prospect.
prospect_idINT64The ID of the prospect.
salutationSTRINGThe salutation or title used when addressing the prospect.
scoreINT64The score assigned to the prospect.
titleSTRINGThe job title of the prospect.
websiteSTRINGThe website URL of the prospect's organization.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: prospects__customfields

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
field_nameSTRINGThe name of a custom field.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: prospects__tags

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
tag_nameSTRINGThe name of a tag associated with the prospect.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
forwardSTRINGThe ID of the object on one side of the relationship.
forward_titleSTRINGThe name or title of the object on one side of the relationship.
for_contactsBOOLList of contacts associated with this relationship.
for_organisationsBOOLList of organizations associated with this relationship.
relationship_idINT64The unique identifier for this relationship.
reverseSTRINGThe ID of the object on the other side of the relationship.
reverse_titleSTRINGThe name or title of the object on the other side of the relationship.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
activeBOOLFlag indicating if the task category is currently active or not.
background_colorSTRINGThe background color associated with the task category for visual representation.
category_idINT64Unique identifier for the task category.
category_nameSTRINGThe name or label assigned to the task category.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
assigned_by_user_idINT64The user ID of the individual who assigned the task.
assigned_date_utcTIMESTAMPThe date and time when the task was assigned.
assigned_team_idINT64The team ID to which the task is assigned.
category_idINT64The category ID associated with the task.
completedBOOLIndicates if the task has been completed or not.
completed_date_utcTIMESTAMPThe date and time when the task was completed.
created_user_idINT64The user ID of the user who created the task.
date_created_utcTIMESTAMPThe date and time when the task was created.
date_updated_utcTIMESTAMPThe date and time when the task was last updated.
detailsSTRINGAdditional details or description of the task.
due_dateTIMESTAMPThe deadline or due date for the task.
email_idINT64The email ID associated with the task.
milestone_idINT64The milestone ID associated with the task.
opportunity_idINT64The opportunity ID associated with the task.
owner_user_idINT64The user ID of the owner of the task.
owner_visibleBOOLIndicates if the owner is visible or not.
parent_task_idINT64The ID of the parent task if this task is a subtask.
percent_completeINT64The completion percentage of the task.
priorityINT64The priority level of the task.
project_idINT64The project ID associated with the task.
publicly_visibleBOOLIndicates if the task is publicly visible.
recurrenceSTRINGDetails of any recurring pattern for the task.
reminder_date_utcTIMESTAMPThe date and time for the reminder of the task.
reminder_sentBOOLIndicates if a reminder has been sent for the task.
responsible_user_idINT64The user ID of the individual responsible for the task.
stage_idINT64The stage ID of the task.
start_dateTIMESTAMPThe start date of the task.
statusSTRINGThe current status of the task.
task_idINT64The unique ID of the task.
titleSTRINGThe title or name of the task.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: tasks__customfields

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
field_nameSTRINGThe name of the custom field.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
detailsSTRINGDetails or description of the link.
is_forwardBOOLIndicates if the link is forward or not.
link_idINT64The ID of the link.
link_object_idINT64The object ID associated with the link.
link_object_nameSTRINGThe name of the object associated with the link.
object_idINT64The ID of the object linked to the task.
object_nameSTRINGThe name of the object linked to the task.
relationship_idINT64The relationship ID associated with the link.
roleSTRINGThe role associated with the link.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
member_user_idINT64The unique identifier for the team member user
permission_idINT64The permission level associated with the team member
team_idINT64The identifier for the team to which the member belongs
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
anonymous_teamBOOLIndicates if the team is anonymous or not.
date_created_utcTIMESTAMPThe date and time when the team was created.
date_updated_utcTIMESTAMPThe date and time when the team was last updated.
team_idINT64The unique identifier for the team.
team_nameSTRINGThe name of the team.
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: teams__teammembers

ColumnTypeDescription
_kaivo_parent_idSTRINGForeign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
valueJSON
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.
ColumnTypeDescription
_kaivo_idSTRINGPrimary key that uniquely identifies the row. Auto-generated by Kaivo.
account_ownerBOOLIndicates if the user is the owner of the account
activeBOOLIndicates if the user is currently active
administratorBOOLIndicates if the user has administrator privileges
contact_displaySTRINGThe display name of the user
contact_idINT64The unique identifier for the user contact
contact_orderSTRINGThe order of the contact
date_created_utcTIMESTAMPThe date and time when the user was created in UTC timezone
date_updated_utcTIMESTAMPThe date and time when the user was last updated in UTC timezone
email_addressSTRINGThe email address of the user
email_dropbox_addressSTRINGThe Dropbox email address associated with the user
email_dropbox_identifierSTRINGThe Dropbox identifier of the user
first_nameSTRINGThe first name of the user
instance_idINT64The unique identifier of the instance
last_nameSTRINGThe last name of the user
profile_idINT64The profile identifier of the user
role_idINT64The role identifier of the user
task_week_startINT64The start day of the week for tasks
timezone_idSTRINGThe timezone identifier of the user
user_currencySTRINGThe currency used by the user
user_idINT64The unique identifier of the user
_kaivo_extracted_atTIMESTAMPTimestamp that shows when the row was extracted. Auto-generated by Kaivo.

How the Insightly sync works

After the first load, Kaivo keeps your BigQuery warehouse up to date for you. Where Insightly supports it, each sync pulls only new and changed records so it stays fast; otherwise it refreshes the whole table. Every record keeps its original ID, so you won't get duplicate rows.

Frequently asked questions

How long does the initial sync take for Insightly?

It depends on how much history is in your Insightly account. Most initial syncs finish within minutes, while large accounts can take a few hours. After that, syncs only fetch new and changed records, so they're much faster.

Can I sync only some tables or columns?

Yes. You pick which tables to sync when you set up the connection and can change the selection later. Tables you don't select are never copied to your warehouse.

What happens when Insightly's schema changes?

New fields are never added automatically. You choose which fields to sync, so data you haven't selected (sensitive personal data, for example) never lands in your warehouse. When a new field appears, it becomes available for you to add. What happens to removed or renamed fields depends on a table's sync mode: full-refresh tables always match what's currently in Insightly, so dropped fields disappear, while incremental tables keep their existing columns and history, so an old field stays and newly added fields fill in over time.

How do I handle GDPR or data deletion requests?

Your data lives in your own Kaivo-managed BigQuery warehouse, so the most direct option is to delete or anonymise specific records right in BigQuery. If you delete data in Insightly instead, full-refresh tables drop it on the next sync, while incremental tables keep it, so you would remove the row in BigQuery or ask us to run a full refresh. To remove everything, delete the Insightly connector in Kaivo and all of its synced data is deleted with it.

Common use cases for Insightly data

Pipeline reporting

Use opportunities and milestones to track pipeline value and win rates.

Account view

Join contacts with activity_sets to understand your accounts.

Lead analysis

Use lead_sources and lead_statuses to see which channels convert.

Use Insightly data in your AI and BI tools

Once Insightly data lands in your Kaivo-managed BigQuery warehouse, you can explore it with AI tools or any BI tool that connects to BigQuery. Here's how the most common destinations work with Insightly data.

Claude

Use Kaivo's MCP server to give Claude secure, workspace-scoped access to your data. Setup guide →

Power BI

Microsoft's BI tool with a native BigQuery connector. Supports direct query and scheduled refresh. Setup guide →

Data Studio

Free Google BI tool with native BigQuery support. One-click connection to your Kaivo warehouse; great for SMB teams on Google Workspace. Setup guide →

Tableau

The premium analytics standard, with native BigQuery integration. Setup guide →

Google Sheets

Use Connected Sheets to query BigQuery directly from a spreadsheet, with no SQL. Setup guide →

Excel

Connect via Power Query's BigQuery connector. Setup guide →

Metabase

Open-source BI tool with strong BigQuery support. Setup guide →

See our pricing page for Insightly connector pricing and plan details.

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