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.
| Category | CRM |
|---|---|
| Authentication | API key |
| Setup | Self-service |
Getting started with the Insightly connector
- Sign up for Kaivo and create a workspace.
- Connect your Insightly account.
- Choose which tables to sync.
- Wait for the initial sync to finish.
- Query your data in BigQuery or your favourite AI or BI tool.
Authenticating Insightly
Authenticate with your API Token.
| Field | Description |
|---|---|
| API Token | Your Insightly API token. |
Configuring the Insightly connector
When you set up the connector, you provide:
| Field | Description |
|---|---|
| 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.
activity_sets (10 columns)
activity_sets (10 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
activityset_id | INT64 | ID of the activity set |
for_contacts | BOOL | Activity set associated with contacts |
for_leads | BOOL | Activity set associated with leads |
for_opportunities | BOOL | Activity set associated with opportunities |
for_organisations | BOOL | Activity set associated with organizations |
for_projects | BOOL | Activity set associated with projects |
name | STRING | Name of the activity set |
owner_user_id | INT64 | ID of the user who owns the activity set |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: activity_sets__activities
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
activityset_id | INT64 | ID of the activity set to which the activity belongs |
activity_details | STRING | Details or description of the activity |
activity_id | INT64 | ID of the activity |
activity_name | STRING | Name of the activity |
activity_type | STRING | Type of the activity |
all_day | BOOL | Boolean flag indicating if the activity is an all-day event |
assigned_team_id | INT64 | ID of the team assigned to the activity |
category_id | INT64 | ID of the category to which the activity belongs |
due_days_after_start | INT64 | Number of days after the start of the activity by which it is due |
due_days_before_end | INT64 | Number of days before the end of the activity by which it is due |
duration | INT64 | Duration of the activity |
event_days_after_start | INT64 | Number of days after the start of the activity when the event occurs |
event_days_before_end | INT64 | Number of days before the end of the activity when the event occurs |
event_time | STRING | Time of the event associated with the activity |
owner_user_id | INT64 | ID of the user who owns the activity |
owner_visible | BOOL | Boolean flag indicating if the activity is visible to the owner |
publicly_visible | BOOL | Boolean flag indicating if the activity is publicly visible |
reminder | BOOL | Details about the reminder set for the activity |
reminder_days_before_due | INT64 | Number of days before the due date when the reminder is triggered |
reminder_time | STRING | Time of day when the reminder is triggered |
responsible_user_id | INT64 | ID of the user responsible for the activity |
skip_fri | BOOL | Boolean flag indicating if the activity is skipped on Fridays |
skip_mon | BOOL | Boolean flag indicating if the activity is skipped on Mondays |
skip_sat | BOOL | Boolean flag indicating if the activity is skipped on Saturdays |
skip_sun | BOOL | Boolean flag indicating if the activity is skipped on Sundays |
skip_thu | BOOL | Boolean flag indicating if the activity is skipped on Thursdays |
skip_tue | BOOL | Boolean flag indicating if the activity is skipped on Tuesdays |
skip_wed | BOOL | Boolean flag indicating if the activity is skipped on Wednesdays |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
contacts (41 columns)
contacts (41 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
address_mail_city | STRING | The city of the mailing address |
address_mail_country | STRING | The country of the mailing address |
address_mail_postcode | STRING | The postcode of the mailing address |
address_mail_state | STRING | The state of the mailing address |
address_mail_street | STRING | The street address of the mailing address |
address_other_city | STRING | The city of the other address |
address_other_country | STRING | The country of the other address |
address_other_postcode | STRING | The postcode of the other address |
address_other_state | STRING | The state of the other address |
address_other_street | STRING | The street address of the other address |
assistant_name | STRING | The name of the contact's assistant |
background | STRING | Background information about the contact |
contact_id | INT64 | The unique identifier for the contact |
created_user_id | INT64 | The user ID of the user who created the contact |
date_created_utc | TIMESTAMP | The date and time the contact was created in UTC |
date_of_birth | STRING | The date of birth of the contact |
date_updated_utc | TIMESTAMP | The date and time the contact was last updated in UTC |
email_address | STRING | The email address of the contact |
email_opted_out | BOOL | Whether the contact has opted out of email communication |
first_name | STRING | The first name of the contact |
image_url | STRING | URL of the contact's image |
last_activity_date_utc | TIMESTAMP | The date and time of the last activity related to the contact in UTC |
last_name | STRING | The last name of the contact |
next_activity_date_utc | TIMESTAMP | The date and time of the next activity related to the contact in UTC |
organisation_id | INT64 | The ID of the organization the contact is associated with |
owner_user_id | INT64 | The ID of the user who owns the contact |
phone | STRING | The primary phone number of the contact |
phone_assistant | STRING | The phone number of the contact's assistant |
phone_fax | STRING | The fax number of the contact |
phone_home | STRING | The home phone number of the contact |
phone_mobile | STRING | The mobile phone number of the contact |
phone_other | STRING | Another phone number of the contact |
salutation | STRING | The salutation for the contact |
social_facebook | STRING | The Facebook profile of the contact |
social_linkedin | STRING | The LinkedIn profile of the contact |
social_twitter | STRING | The Twitter profile of the contact |
title | STRING | The title of the contact |
visible_team_id | INT64 | The ID of the team the contact is visible to |
visible_to | STRING | Indicates who the contact is visible to |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: contacts__customfields
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
field_name | STRING | The name of the custom field |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: contacts__dates
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
create_task_yearly | BOOL | Indicates whether a task should be created yearly |
date_id | INT64 | The unique identifier for the date event |
occasion_date | STRING | The date of the occasion |
occasion_name | STRING | The name of the occasion |
repeat_yearly | BOOL | Indicates if the occasion repeats yearly |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: contacts__links
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
details | STRING | Details about the link |
is_forward | BOOL | Flag indicating if the link is forward |
link_id | INT64 | Unique identifier for the link |
link_object_id | INT64 | The ID of the linked object |
link_object_name | STRING | The name of the linked object |
object_id | INT64 | The ID of the object |
object_name | STRING | The name of the object |
relationship_id | INT64 | The ID of the relationship |
role | STRING | The role of the contact in the relationship |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: contacts__tags
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
tag_name | STRING | The name of the tag associated with the contact |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
countries (3 columns)
countries (3 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
country_name | STRING | The name of the country. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
currencies (4 columns)
currencies (4 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
currency_code | STRING | The unique code representing the currency. |
currency_symbol | STRING | The symbol used to denote the currency. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
emails (12 columns)
emails (12 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
created_user_id | INT64 | The ID of the user who created the email |
date_created_utc | TIMESTAMP | The date and time when the email record was created |
email_date_utc | TIMESTAMP | The date and time when the email was sent/received |
email_from | STRING | The sender of the email |
email_id | INT64 | The unique identifier of the email |
format | STRING | The format of the email content |
owner_user_id | INT64 | The ID of the user who owns the email |
queued_send_date_utc | TIMESTAMP | The date and time when the email was queued for sending |
size | INT64 | The size of the email content |
subject | STRING | The subject of the email |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: emails__links
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
details | STRING | Details about the link |
is_forward | BOOL | Indicates if the link is a forward link |
link_id | INT64 | The ID of the link |
link_object_id | INT64 | The ID of the linked object |
link_object_name | STRING | The name of the linked object |
object_id | INT64 | The ID of the object associated with the email |
object_name | STRING | The name of the object associated with the email |
relationship_id | INT64 | The ID representing the relationship with the link |
role | STRING | The role of the linked object |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: emails__tags
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
tag_name | STRING | The name of the tag |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
events (14 columns)
events (14 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
all_day | BOOL | Indicates if the event is an all-day event |
date_created_utc | TIMESTAMP | DateTime when the event was created (UTC) |
date_updated_utc | TIMESTAMP | DateTime when the event was last updated (UTC) |
details | STRING | Additional details of the event |
end_date_utc | TIMESTAMP | End date and time of the event (UTC) |
event_id | INT64 | Unique identifier for the event |
location | STRING | Location of the event |
owner_user_id | INT64 | User ID of the event owner |
reminder_date_utc | TIMESTAMP | DateTime when the reminder for the event is set to trigger (UTC) |
reminder_sent | BOOL | Indicates if the reminder for the event has been sent |
start_date_utc | TIMESTAMP | Start date and time of the event (UTC) |
title | STRING | Title of the event |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: events__customfields
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
field_name | STRING | Name of the custom field |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: events__links
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
details | STRING | Details of the link |
is_forward | BOOL | Indicates if the link is forward |
link_id | INT64 | Unique identifier for the link |
link_object_id | INT64 | ID of the linked object |
link_object_name | STRING | Name of the linked object |
object_id | INT64 | ID of the object |
object_name | STRING | Name of the object |
relationship_id | INT64 | ID of the relationship |
role | STRING | Role of the link in the relationship |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
knowledge_article_categories (8 columns)
knowledge_article_categories (8 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
category_id | INT64 | Unique identifier for the knowledge article category. |
category_name | STRING | Name of the knowledge article category. |
created_user_id | INT64 | Identifier of the user who created the knowledge article category. |
date_created_utc | TIMESTAMP | Date and time when the knowledge article category was created. |
date_updated_utc | TIMESTAMP | Date and time when the knowledge article category was last updated. |
description | STRING | Detailed description of the knowledge article category. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
knowledge_article_folders (10 columns)
knowledge_article_folders (10 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
category_id | STRING | Unique identifier for the knowledge article category to which the folder belongs. |
created_user_id | INT64 | Unique identifier of the user who created the knowledge article folder. |
date_created_utc | TIMESTAMP | The date and time when the knowledge article folder was created. |
date_updated_utc | TIMESTAMP | The date and time when the knowledge article folder was last updated. |
folder_id | INT64 | Unique identifier for the knowledge article folder. |
folder_name | STRING | The name of the knowledge article folder. |
order_articles | STRING | Defines the order in which articles appear within the folder. |
visibility | STRING | Indicates the visibility of the knowledge article folder (e.g., public, private, restricted). |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
knowledge_articles (23 columns)
knowledge_articles (23 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
archived_date_utc | TIMESTAMP | The date and time when the article was archived in UTC timezone |
article_id | INT64 | The unique identifier for the knowledge article |
article_no | INT64 | The article number for reference |
article_version | STRING | The version of the article |
body | STRING | The main content of the knowledge article |
category_id | INT64 | The category ID to which the article belongs |
created_user_id | INT64 | The user ID of the creator of the knowledge article |
date_created_utc | TIMESTAMP | The date and time when the article was created in UTC timezone |
date_updated_utc | TIMESTAMP | The date and time when the article was last updated in UTC timezone |
downvote_count | INT64 | Number of downvotes received for the article |
external_link_count | STRING | Number of external links referenced in the article |
first_published_date_utc | TIMESTAMP | The date and time when the article was first published in UTC timezone |
folder_id | INT64 | The ID of the folder where the article is stored |
last_published_date_utc | TIMESTAMP | The date and time when the article was last published in UTC timezone |
language | STRING | The language in which the article is written |
owner_user_id | INT64 | The user ID of the owner of the article |
promoted | BOOL | Indicates if the article is promoted or not |
status | STRING | The status of the article (e.g., draft, published) |
title | STRING | The title of the knowledge article |
upvote_count | INT64 | Number of upvotes received for the article |
url_slug | STRING | The URL-friendly slug for the article |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: knowledge_articles__customfields
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
field_name | STRING | Name of the custom field |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: knowledge_articles__tags
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
tag_name | STRING | The name of the tag |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
lead_sources (6 columns)
lead_sources (6 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
default_value | BOOL | The default value for the lead source, used when no specific lead source is assigned. |
field_order | INT64 | The order in which the lead sources are displayed or prioritized. |
lead_source | STRING | The name or label of the lead source. |
lead_source_id | INT64 | The unique identifier for the lead source. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
lead_statuses (7 columns)
lead_statuses (7 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
default_status | BOOL | Specifies the default status for leads. |
field_order | INT64 | Designates the order of fields for lead status. |
lead_status | STRING | Represents the name or label of the lead status. |
lead_status_id | INT64 | Unique identifier for each lead status. |
status_type | INT64 | Indicates the type or category of the lead status. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
milestones (12 columns)
milestones (12 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
completed | BOOL | Flag indicating if the milestone has been completed or not |
completed_date_utc | TIMESTAMP | Date and time when the milestone was completed in UTC |
date_created_utc | TIMESTAMP | Date and time when the milestone was created in UTC |
date_updated_utc | TIMESTAMP | Date and time when the milestone was last updated in UTC |
due_date | STRING | Due date for completion of the milestone |
milestone_id | INT64 | Unique identifier for the milestone |
owner_user_id | INT64 | User ID of the owner of the milestone |
project_id | INT64 | Identifier of the project to which the milestone belongs |
responsible_user | INT64 | User responsible for completing the milestone |
title | STRING | Title or name of the milestone |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
notes (8 columns)
notes (8 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
body | STRING | The content or text of the note. |
date_created_utc | TIMESTAMP | The date and time the note was created in UTC timezone. |
date_updated_utc | TIMESTAMP | The date and time the note was last updated in UTC timezone. |
note_id | INT64 | The unique identifier of the note. |
owner_user_id | INT64 | The ID of the user who owns the note. |
title | STRING | The title or subject of the note. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: notes__links
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
details | STRING | Additional details or description for the link. |
is_forward | BOOL | Indicates if the link is forward or backward. |
link_id | INT64 | The ID of the link. |
link_object_id | INT64 | The ID of the object the link is associated with. |
link_object_name | STRING | The name of the object the link is associated with. |
object_id | INT64 | The ID of the linked object. |
object_name | STRING | The name of the linked object. |
relationship_id | INT64 | The ID of the relationship between the objects. |
role | STRING | The role or type of relationship between the objects. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
opportunities (29 columns)
opportunities (29 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
actual_close_date | TIMESTAMP | The actual date when the opportunity was closed |
bid_amount | FLOAT64 | The amount bid for the opportunity |
bid_currency | STRING | The currency used for the bid amount |
bid_duration | INT64 | The duration for which the bid is valid |
bid_type | STRING | The type of bid placed |
category_id | INT64 | The category ID associated with the opportunity |
created_user_id | INT64 | The ID of the user who created the opportunity |
date_created_utc | TIMESTAMP | The date and time when the opportunity was created (in UTC) |
date_updated_utc | TIMESTAMP | The date and time when the opportunity was last updated (in UTC) |
forecast_close_date | TIMESTAMP | The forecasted date for closing the opportunity |
image_url | STRING | URL of any image associated with the opportunity |
last_activity_date_utc | TIMESTAMP | The date and time of the last activity related to the opportunity (in UTC) |
next_activity_date_utc | TIMESTAMP | The date and time of the next planned activity (in UTC) |
opportunity_details | STRING | Detailed information about the opportunity |
opportunity_id | INT64 | The unique identifier of the opportunity |
opportunity_name | STRING | The name of the opportunity |
opportunity_state | STRING | The state of the opportunity |
opportunity_value | FLOAT64 | The value associated with the opportunity |
organisation_id | INT64 | The ID of the organization associated with the opportunity |
owner_user_id | INT64 | The ID of the user who owns the opportunity |
pipeline_id | INT64 | The ID of the pipeline the opportunity belongs to |
pricebook_id | INT64 | The ID of the price book associated with the opportunity |
probability | INT64 | The probability of the opportunity being successful |
responsible_user_id | INT64 | The ID of the user responsible for the opportunity |
stage_id | INT64 | The ID of the stage the opportunity is in |
visible_team_id | INT64 | The ID of the team with visibility rights to the opportunity |
visible_to | STRING | The visibility settings for the opportunity |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: opportunities__customfields
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
field_name | STRING | Name of the custom field |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: opportunities__links
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
details | STRING | Details of the link |
is_forward | BOOL | Indicates if the link is being forwarded |
link_id | INT64 | ID of the linked object |
link_object_id | INT64 | ID of the linked object |
link_object_name | STRING | Name of the linked object |
object_id | INT64 | ID of the linked object |
object_name | STRING | Name of the linked object |
relationship_id | INT64 | ID of the relationship |
role | STRING | Role of the link |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: opportunities__tags
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
tag_name | STRING | Name of the tag associated with the opportunity |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
opportunity_categories (6 columns)
opportunity_categories (6 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
active | BOOL | Indicates whether the opportunity category is active or inactive |
background_color | STRING | The background color associated with the opportunity category |
category_id | INT64 | The unique identifier for the opportunity category |
category_name | STRING | The name or label of the opportunity category |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
opportunity_state_reasons (5 columns)
opportunity_state_reasons (5 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
for_opportunity_state | STRING | The particular opportunity state that the reason applies to. |
state_reason | STRING | The reason associated with the opportunity state. |
state_reason_id | INT64 | Unique identifier for the state reason. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
organisations (30 columns)
organisations (30 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
address_billing_city | STRING | The city of the billing address of the organisation. |
address_billing_country | STRING | The country of the billing address of the organisation. |
address_billing_postcode | STRING | The postal code of the billing address of the organisation. |
address_billing_state | STRING | The state of the billing address of the organisation. |
address_billing_street | STRING | The street address of the billing address of the organisation. |
address_ship_city | STRING | The city of the shipping address of the organisation. |
address_ship_country | STRING | The country of the shipping address of the organisation. |
address_ship_postcode | STRING | The postal code of the shipping address of the organisation. |
address_ship_state | STRING | The state of the shipping address of the organisation. |
address_ship_street | STRING | The street address of the shipping address of the organisation. |
background | STRING | Background information or description about the organisation. |
created_user_id | INT64 | The user ID of the user who created the organisation record. |
date_created_utc | TIMESTAMP | The date and time when the organisation record was created in Coordinated Universal Time (UTC). |
date_updated_utc | TIMESTAMP | The date and time when the organisation record was last updated in Coordinated Universal Time (UTC). |
image_url | STRING | URL of the image associated with the organisation. |
last_activity_date_utc | TIMESTAMP | The date and time of the last activity related to the organisation in Coordinated Universal Time (UTC). |
next_activity_date_utc | TIMESTAMP | The date and time of the next planned activity related to the organisation in Coordinated Universal Time (UTC). |
organisation_id | INT64 | The unique ID of the organisation. |
organisation_name | STRING | The name of the organisation. |
owner_user_id | INT64 | The user ID of the owner of the organisation. |
phone | STRING | The phone number associated with the organisation. |
phone_fax | STRING | The fax number associated with the organisation. |
social_facebook | STRING | Facebook page URL associated with the organisation. |
social_linkedin | STRING | LinkedIn profile URL associated with the organisation. |
social_twitter | STRING | Twitter handle associated with the organisation. |
visible_team_id | INT64 | The team ID that has visibility permission for the organisation. |
visible_to | STRING | Visibility level of the organisation. |
website | STRING | Website URL of the organisation. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: organisations__customfields
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
field_name | STRING | The name of the custom field. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: organisations__dates
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
create_task_yearly | BOOL | Flag indicating if a task is created yearly. |
date_id | INT64 | The ID of the date record. |
occasion_date | STRING | The date of a particular occasion. |
occasion_name | STRING | Name of the occasion associated with the date. |
repeat_yearly | BOOL | Flag indicating if the occasion repeats yearly. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: organisations__emaildomains
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
email_domain | STRING | The domain of an email address associated with the organisation. |
email_domain_id | INT64 | The ID of the email domain. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: organisations__links
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
details | STRING | Details of the link. |
is_forward | BOOL | Flag indicating if the link is in a forward direction. |
link_id | INT64 | The ID of the link. |
link_object_id | INT64 | The ID of the object linked to. |
link_object_name | STRING | Name of the object linked to. |
object_id | INT64 | The ID of the organisation or entity the link is associated with. |
object_name | STRING | Name of the organisation or entity the link is associated with. |
relationship_id | INT64 | The ID of the relationship between the linked objects. |
role | STRING | Role of the organisation in the linked relationship. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: organisations__tags
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
tag_name | STRING | The name of the tag. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
pipeline_stages (8 columns)
pipeline_stages (8 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
activityset_id | INT64 | Unique identifier for the activity set associated with the pipeline stage |
owner_user_id | INT64 | Unique identifier for the user who owns or is responsible for the pipeline stage |
pipeline_id | INT64 | Unique identifier for the pipeline to which the stage belongs |
stage_id | INT64 | Unique identifier for the pipeline stage |
stage_name | STRING | Name or label for the pipeline stage |
stage_order | INT64 | Numerical order value indicating the position of the pipeline stage in the pipeline flow |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
pipelines (7 columns)
pipelines (7 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
for_opportunities | BOOL | Flag indicating if the pipeline is for opportunities |
for_projects | BOOL | Flag indicating if the pipeline is for projects |
owner_user_id | INT64 | Unique identifier of the user who owns the pipeline |
pipeline_id | INT64 | Unique identifier of the pipeline |
pipeline_name | STRING | Name of the pipeline |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
project_categories (6 columns)
project_categories (6 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
active | BOOL | Indicates if the project category is currently active or not |
background_color | STRING | The background color associated with the project category |
category_id | INT64 | Unique identifier for the project category |
category_name | STRING | The name or title of the project category |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
projects (22 columns)
projects (22 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
category_id | INT64 | Unique identifier for the project category. |
completed_date | TIMESTAMP | Date and time when the project was completed. |
created_user_id | INT64 | Unique identifier of the user who created the project. |
date_created_utc | TIMESTAMP | Date and time when the project was created (in UTC). |
date_updated_utc | TIMESTAMP | Date and time when the project was last updated (in UTC). |
image_url | STRING | URL of the image associated with the project. |
last_activity_date_utc | STRING | Date and time of the last activity related to the project (in UTC). |
next_activity_date_utc | STRING | Date and time of the next activity related to the project (in UTC). |
opportunity_id | INT64 | Unique identifier of the opportunity associated with the project. |
owner_user_id | INT64 | Unique identifier of the user who owns the project. |
pipeline_id | INT64 | Unique identifier of the pipeline to which the project belongs. |
project_details | STRING | Details or description of the project. |
project_id | INT64 | Unique identifier for the project. |
project_name | STRING | Name of the project. |
responsible_user_id | INT64 | Unique identifier of the user responsible for the project. |
stage_id | INT64 | Unique identifier of the stage to which the project belongs. |
started_date | TIMESTAMP | Date and time when the project was started. |
status | STRING | Status of the project. |
visible_team_id | INT64 | Unique identifier of the team that can view the project. |
visible_to | STRING | Visibility setting for the project. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: projects__customfields
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
field_name | STRING | Name of the custom field. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: projects__links
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
details | STRING | Details of the link. |
is_forward | BOOL | Flag indicating if the link is forward. |
link_id | INT64 | Unique identifier for the link. |
link_object_id | INT64 | Unique identifier of the linked object. |
link_object_name | STRING | Name of the linked object. |
object_id | INT64 | Unique identifier of the object. |
object_name | STRING | Name of the object. |
relationship_id | INT64 | Unique identifier for the relationship. |
role | STRING | Role associated with the link. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: projects__tags
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
tag_name | STRING | Name of the tag. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
prospects (37 columns)
prospects (37 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
address_city | STRING | The city where the prospect is located. |
address_country | STRING | The country where the prospect is located. |
address_postcode | STRING | The postcode of the prospect's address. |
address_state | STRING | The state or region where the prospect is located. |
address_street | STRING | The street address of the prospect. |
contact_id | INT64 | The ID of the contact associated with the prospect. |
created_user_id | INT64 | The ID of the user who created the prospect. |
date_created_utc | TIMESTAMP | The date and time when the prospect was created in UTC. |
date_updated_utc | TIMESTAMP | The date and time when the prospect was last updated in UTC. |
description | STRING | A description or notes related to the prospect. |
do_not_call | BOOL | Indicates if the prospect should not be contacted via phone. |
do_not_email | BOOL | Indicates if the prospect should not be contacted via email. |
do_not_sync | BOOL | Indicates if the prospect should not be synchronized. |
email_address | STRING | The email address of the prospect. |
employee_count | INT64 | The number of employees in the prospect's organization. |
fax | STRING | The fax number of the prospect. |
first_name | STRING | The first name of the prospect. |
grade | STRING | The grade of the prospect. |
grade_profile_id | INT64 | The ID of the grade profile associated with the prospect. |
industry | STRING | The industry of the prospect. |
last_activity_date_utc | TIMESTAMP | The date and time of the prospect's last activity in UTC. |
last_name | STRING | The last name of the prospect. |
lead_conversion_date_utc | TIMESTAMP | The date and time when the prospect was converted to a lead in UTC. |
lead_id | INT64 | The ID of the lead associated with the prospect. |
mobile | STRING | The mobile number of the prospect. |
opted_out | BOOL | Indicates if the prospect has opted out of communications. |
organisation_id | INT64 | The ID of the organization associated with the prospect. |
organisation_name | STRING | The name of the organization associated with the prospect. |
owner_user_id | INT64 | The ID of the user who owns or is responsible for the prospect. |
phone | STRING | The phone number of the prospect. |
prospect_id | INT64 | The ID of the prospect. |
salutation | STRING | The salutation or title used when addressing the prospect. |
score | INT64 | The score assigned to the prospect. |
title | STRING | The job title of the prospect. |
website | STRING | The website URL of the prospect's organization. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: prospects__customfields
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
field_name | STRING | The name of a custom field. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: prospects__tags
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
tag_name | STRING | The name of a tag associated with the prospect. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
relationships (9 columns)
relationships (9 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
forward | STRING | The ID of the object on one side of the relationship. |
forward_title | STRING | The name or title of the object on one side of the relationship. |
for_contacts | BOOL | List of contacts associated with this relationship. |
for_organisations | BOOL | List of organizations associated with this relationship. |
relationship_id | INT64 | The unique identifier for this relationship. |
reverse | STRING | The ID of the object on the other side of the relationship. |
reverse_title | STRING | The name or title of the object on the other side of the relationship. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
task_categories (6 columns)
task_categories (6 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
active | BOOL | Flag indicating if the task category is currently active or not. |
background_color | STRING | The background color associated with the task category for visual representation. |
category_id | INT64 | Unique identifier for the task category. |
category_name | STRING | The name or label assigned to the task category. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
tasks (32 columns)
tasks (32 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
assigned_by_user_id | INT64 | The user ID of the individual who assigned the task. |
assigned_date_utc | TIMESTAMP | The date and time when the task was assigned. |
assigned_team_id | INT64 | The team ID to which the task is assigned. |
category_id | INT64 | The category ID associated with the task. |
completed | BOOL | Indicates if the task has been completed or not. |
completed_date_utc | TIMESTAMP | The date and time when the task was completed. |
created_user_id | INT64 | The user ID of the user who created the task. |
date_created_utc | TIMESTAMP | The date and time when the task was created. |
date_updated_utc | TIMESTAMP | The date and time when the task was last updated. |
details | STRING | Additional details or description of the task. |
due_date | TIMESTAMP | The deadline or due date for the task. |
email_id | INT64 | The email ID associated with the task. |
milestone_id | INT64 | The milestone ID associated with the task. |
opportunity_id | INT64 | The opportunity ID associated with the task. |
owner_user_id | INT64 | The user ID of the owner of the task. |
owner_visible | BOOL | Indicates if the owner is visible or not. |
parent_task_id | INT64 | The ID of the parent task if this task is a subtask. |
percent_complete | INT64 | The completion percentage of the task. |
priority | INT64 | The priority level of the task. |
project_id | INT64 | The project ID associated with the task. |
publicly_visible | BOOL | Indicates if the task is publicly visible. |
recurrence | STRING | Details of any recurring pattern for the task. |
reminder_date_utc | TIMESTAMP | The date and time for the reminder of the task. |
reminder_sent | BOOL | Indicates if a reminder has been sent for the task. |
responsible_user_id | INT64 | The user ID of the individual responsible for the task. |
stage_id | INT64 | The stage ID of the task. |
start_date | TIMESTAMP | The start date of the task. |
status | STRING | The current status of the task. |
task_id | INT64 | The unique ID of the task. |
title | STRING | The title or name of the task. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: tasks__customfields
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
field_name | STRING | The name of the custom field. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: tasks__links
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
details | STRING | Details or description of the link. |
is_forward | BOOL | Indicates if the link is forward or not. |
link_id | INT64 | The ID of the link. |
link_object_id | INT64 | The object ID associated with the link. |
link_object_name | STRING | The name of the object associated with the link. |
object_id | INT64 | The ID of the object linked to the task. |
object_name | STRING | The name of the object linked to the task. |
relationship_id | INT64 | The relationship ID associated with the link. |
role | STRING | The role associated with the link. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
team_members (5 columns)
team_members (5 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
member_user_id | INT64 | The unique identifier for the team member user |
permission_id | INT64 | The permission level associated with the team member |
team_id | INT64 | The identifier for the team to which the member belongs |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
teams (7 columns)
teams (7 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
anonymous_team | BOOL | Indicates if the team is anonymous or not. |
date_created_utc | TIMESTAMP | The date and time when the team was created. |
date_updated_utc | TIMESTAMP | The date and time when the team was last updated. |
team_id | INT64 | The unique identifier for the team. |
team_name | STRING | The name of the team. |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
Subtable: teams__teammembers
| Column | Type | Description |
|---|---|---|
_kaivo_parent_id | STRING | Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo. |
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
value | JSON | |
_kaivo_extracted_at | TIMESTAMP | Timestamp that shows when the row was extracted. Auto-generated by Kaivo. |
users (22 columns)
users (22 columns)
| Column | Type | Description |
|---|---|---|
_kaivo_id | STRING | Primary key that uniquely identifies the row. Auto-generated by Kaivo. |
account_owner | BOOL | Indicates if the user is the owner of the account |
active | BOOL | Indicates if the user is currently active |
administrator | BOOL | Indicates if the user has administrator privileges |
contact_display | STRING | The display name of the user |
contact_id | INT64 | The unique identifier for the user contact |
contact_order | STRING | The order of the contact |
date_created_utc | TIMESTAMP | The date and time when the user was created in UTC timezone |
date_updated_utc | TIMESTAMP | The date and time when the user was last updated in UTC timezone |
email_address | STRING | The email address of the user |
email_dropbox_address | STRING | The Dropbox email address associated with the user |
email_dropbox_identifier | STRING | The Dropbox identifier of the user |
first_name | STRING | The first name of the user |
instance_id | INT64 | The unique identifier of the instance |
last_name | STRING | The last name of the user |
profile_id | INT64 | The profile identifier of the user |
role_id | INT64 | The role identifier of the user |
task_week_start | INT64 | The start day of the week for tasks |
timezone_id | STRING | The timezone identifier of the user |
user_currency | STRING | The currency used by the user |
user_id | INT64 | The unique identifier of the user |
_kaivo_extracted_at | TIMESTAMP | Timestamp 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.
Related connectors
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