Advanced Analytics for Insightly
Insightly is a cloud-based CRM platform that helps businesses manage customer relationships, sales pipelines, projects, and business workflows in a unified system.
The Advanced Analytics connector for Insightly CRM enables you to analyze your CRM data to gain deeper visibility into sales performance, pipeline health, customer engagement, and team productivity. With this connector, you can track key metrics, identify trends, and make data-driven decisions to improve sales outcomes and customer relationships.
- How to set up the Insightly integration with Zoho Analytics?
- Handling Data Synchronization Failure
- Managing Data Sources
- Data Modeling & Preparation
- How can you visualize and analyze Insightly data?
- Sharing & Collaboration
- Technical Support
How to set up the Insightly integration with Zoho Analytics?
A user with administrator privileges (Account Admin and Organization Admin) can configure the integration.
Follow the below steps to import your Insightly data into Zoho Analytics seamlessly:
- On the Zoho Analytics home page, click Import Your Data.
- Navigate to the Sales/CRM tab, and select Insightly from the available applications.
- Enter Workspace Name and Workspace Description (Optional).
- Enter the API key from Insightly. To get the API key, follow the below steps:
- Login to Insightly as an Admin user.
- From the homescreen, click on the Profile and select User Settings.
- Navigate to User Settings and you can find your API key as shown below.
- Login to Insightly as an Admin user.
- Select your Region from the drop-down.
- Click Authenticate Insightly.
- After successful authentication, select the Modules and Fields.
- Select the Data Timezone from the drop-down.
- From the How Often section, choose the interval in which the data should be synced. Refer to the Data Sync Frequency section to learn more.
- Click Create. Import will be initiated.
Note:
- The initial fetch might take a few minutes depending on the volume of the data to be imported. An email and an in-app notification will be sent, once the initial fetch is complete.
- The setup process can sometimes fail for a variety of reasons. In this case, we request you to access the Data Sources tab and click the Retry link to import again. If the issue persists, write to us at support@zohoanalytics.com.
Modules & Fields
The below table lists the modules and fields that will be synced to Zoho Analytics.
| Modules | Fields |
| Contacts | Contact Id, Salutation, First Name, Last Name, Background, Owner User Id, Date Created, Date Updated, Social Linkedin, Social Facebook, Social Twitter, Date Of Birth, Phone, Phone Home, Phone Mobile, Phone Other, Phone Assistant, Phone Fax, Email Address, Assistant Name, Address Mail Street, Address Mail City, Address Mail State, Address Mail Postcode, Address Mail Country, Address Other Street, Address Other City, Address Other State, Address Other Postcode, Address Other Country, Last Activity Date, Next Activity Date, Created User Id, Organization Id, Title, Email Opted Out |
| Contact Tags | Contact Id, Tag Name |
| Contact Important Dates | Contact Id, Date Id, Occasion Name, Occasion Date, Repeat Yearly, Create Task Yearly |
| Contact Associated Objects | Contact Id, Link Id, Related Contact ID, Related Project ID, Related Opportunity ID, Related Organization ID, Role, Details, Relationship Id, Is Forward |
| Organizations | Organization Id, Organisation Name, Background, Owner User Id, Date Created, Date Updated, Last Activity Date, Next Activity Date, Created User Id, Phone, Phone Fax, Website, Address Billing Street, Address Billing City, Address Billing State, Address Billing Country, Address Billing Postcode, Address Ship Street, Address Ship City, Address Ship State, Address Ship Postcode, Address Ship Country, Social Linkedin, Social Facebook, Social Twitter |
| Organization Tags | Organization Id, Tag Name |
| Organization Email Domain | Organization Id, Email Domain Id, Email Domain |
| Organization Important Dates | Organization Id, Date Id, Occasion Name, Occasion Date, Repeat Yearly, Create Task Yearly |
| Organization Associated Objects | Organization Id, Link Id, Related Contact ID, Related Project ID, Related Opportunity ID, Related Organization ID, Role, Details, Relationship Id, Is Forward |
| Leads | Lead Id, Salutation, First Name, Last Name, Lead Source Id, Lead Status Id, Title, Converted, Converted Contact Id, Converted Date, Converted Opportunity Id, Converted Organization Id, Date Created, Date Updated, Email, Employee Count, Fax, Industry, Lead Description, Lead Rating, Mobile, Owner User Id, Phone, Responsible User Id, Website, Address Street, Address City, Address State, Address Postcode, Address Country, Last Activity Date, Next Activity Date, Organisation Name, Created User Id, Image Url, Email Opted Out, Linked Email Address |
| Lead Tags | Lead Id, Tag Name |
| Lead Associated Objects | Lead Id, Link Id, Related Contact ID, Related Project ID, Related Opportunity ID, Related Organization ID, Role, Details, Relationship Id, Is Forward |
| Opportunities | Opportunity Id, Opportunity Name, Opportunity Details, Opportunity State, Responsible User Id, Category Id, Image Url, Bid Currency, Bid Amount, Bid Type, Bid Duration, Actual Close Date, Date Created, Date Updated, Opportunity Value, Probability, Forecast Close Date, Owner User Id, Last Activity Date, Next Activity Date, Pipeline Id, Stage Id, Created User Id, Organization Id, Pricebook Id, Linked Email Address |
| Opportunity Tags | Opportunity Id, Tag Name |
| Opportunity Products | Opportunity Id, Product Id, Pricebook Entry Id, Quantity, Unit Price, Discount, Taxable, Tax Code, Cost, Margin, Description, Category, Position |
| Opportunity Milestones | Opportunity Id, Milestone Id, Milestone Name, Due Date, Completed, Completed Date |
| Projects | Project Id, Project Name, Background, Category Id, Image Url, Owner User Id, Visible To, Date Created, Date Updated, Start Date, End Date, Probability, Status, Details, Completed, Completed Date, Organization Id, Opportunity Id, Contact Id, Lead Id, Pipeline Id, Stage Id, Created User Id |
| Project Tags | Project Id, Tag Name |
| Tasks | Task Id, Task Name, Category Id, Due Date, Completed, Completed Date, Priority, Details, Owner User Id, Responsible User Id, Date Created, Date Updated, Start Date, Opportunity Id, Project Id, Organization Id, Contact Id, Lead Id, Completed By User Id, Reminder Date |
| Task Tags | Task Id, Tag Name |
| Events | Event Id, Event Title, Category Id, Start Date, End Date, All Day, Completed, Completed Date, Details, Location, Owner User Id, Responsible User Id, Date Created, Date Updated, Opportunity Id, Project Id, Organization Id, Contact Id, Lead Id |
| Event Tags | Event Id, Tag Name |
| Emails | Email Id, Date Created, Date Updated, Owner User Id, Responsible User Id, Subject, Body Text, Body Html, Sent Date, Opened Date, Replied Date, Bounced Date, Status, Opportunity Id, Project Id, Organization Id, Contact Id, Lead Id |
| Notes | Note Id, Title, Body, Owner User Id, Date Created, Date Updated, Opportunity Id, Project Id, Organization Id, Contact Id, Lead Id, Task Id, Event Id |
| File Attachments | File Attachment Id, File Name, File Size, Content Type, Owner User Id, Date Created, Date Updated, Opportunity Id, Project Id, Organization Id, Contact Id, Lead Id, Task Id, Event Id |
| Pricebooks | Pricebook Id, Pricebook Name, Description, Owner User Id, Date Created, Date Updated, Active |
| Products | Product Id, Product Name, Product Description, Category, Active, Unit Cost, Unit Price, Owner User Id, Date Created, Date Updated |
| Product Pricebook Entries | Pricebook Entry Id, Pricebook Id, Product Id, Unit Price |
| Pipelines | Pipeline Id, Pipeline Name, Default, Owner User Id, Date Created, Date Updated |
| Stages | Stage Id, Pipeline Id, Stage Name, Probability, Position, Forecast Category |
| Categories | Category Id, Category Name, Object Name, Position, Active |
| Users | User Id, First Name, Last Name, Email, Active, Administrator, Timezone, Date Created, Date Updated |
| Teams | Team Id, Team Name, Description, Date Created, Date Updated |
| Team Members | Team Id, User Id |
| Lead Sources | Lead Source Id, Lead Source |
| Lead Statuses | Lead Status Id, Lead Status |
| Opportunity States | Opportunity State, Position |
| Milestones | Milestone Id, Milestone Name, Position |
| Opportunity State History | Date Changed, State Reason Id, For Opportunity State, Opportunity Id |
| Opportunity State Reasons | State Reason, State Reason Id, For Opportunity State |
| Relationships | Relationship Id, For Organisations, Reverse Title, Forward, Reverse, For Contacts, Forward Title |
Data Sync Frequency
Zoho Analytics offers flexible sync schedules to ensure that your data is always up-to-date for effective analysis. These schedules allow you to automate the process of updating your data, ensuring that your analyses are based on the latest information.
- 1 Hour (Enterprise plan)
- 3 Hours (Standard plan and above)
- 6 Hours (Standard plan and above)
- 12 Hours (Standard plan and above)
- Daily (Basic plan and above)
Handling Data Synchronization Failure
Data synchronization can fail if,
- Authentication to the Insightly account has expired or was revoked.
- The data type of a field is changed in the Insightly Application.
- The Modules and Fields selected for analysis are deleted in the source application.
- The user who configured the integration no longer has permission to access the modules.
In any of the above mentioned cases, the data sync will be paused. You will be notified via email and in-app notification with the exact reason for failure along with the solution.
To resolve the sync failure, delete or restructure the views, or restore the specific modules and fields from the source application. Refer to Data Sync failure and solutions article for more details.
Once you have made the changes, click the Sync now option to resume the data sync. If the issue persists, mail us at support@zohoanalytics.com.
Managing Data Sources
The Data Sources tab provides essential information to monitor and manage the integration setup. It also allows you to edit the settings as needed. Users with administrator privileges will be able to view and modify the connection settings.
Data Source URL
The Data Source URL helps you easily access the data source tab. Only the Organization Admin and Account Admin can make changes in the Data sources page. Other users can know the synchronization details like whether the last data sync was successful or not, when the last data sync happened, when the next sync is scheduled to happen, etc.
This link can also be pasted in dashboards so that everyone accessing the dashboard can know about the sync status.
Note: Additionally, users with Organization Admin and above privileges can do the following actions :
- Edit Setup
- Re-Authenticate (visible only to connector owner)
- Audit History
- Sync History
Edit Setup
The Edit Setup tab allows you to add or delete modules or fields, change the schedule interval, and modify other settings specific to the business application.
To modify the settings,
- Click Data Sources > Edit Setup.
- The Edit Setup - Insightly dialog will open. Modify the settings as needed and click Save.
Re-Authenticate
Re-authentication will be helpful when the API key or password is changed. In this case, the data sync will be paused, and the administrators must re-authenticate to resume the data sync.
To re-authenticate,
Click Data Sources > Re-Authenticate.The Re-Authenticate Insightly dialog will open. Click Authenticate Insightly and enter the Insightly credentials to re-authenticate.
Sync History
The Sync History tab provides details about the data sync for the last 45 days. A successful data sync is marked in green, and a sync failure is marked in red.
To view the sync history,
- Click Data Sources > Sync History.
- A calendar with the Sync History of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data had got synced on a specific date.
- Click the date to view more details.
- Time - Displays the time when the data is synced.
- Status - Shows whether the sync was a success or a failure. In case of failure, the reason will be displayed. Refer to resolving sync failures article to learn how to resolve the issue and avoid further failure.
Audit History
Zoho Analytics logs all the user activities and system events within the Insightly workspace. The following actions are logged in Zoho Analytics,
- User Action: Create, Modules Added, Modules Removed, Fields Added, Fields Removed, Schedule Change, Entities Modified, Delete, Take Ownership, Re-authenticate, Sync Now, and Retry.
- System Action: Plan upgrade or downgrade.
Remove Data Source
Zoho Analytics allows you to remove the integration when it is no longer required. Removing the integration deletes the data source along with all synced data tables, related reports, and dashboards. Further data synchronization will also stop.
Click the Settings icon in the Data Sources tab, and select Remove Data Source from the drop-down menu.
Data Modeling & Preparation
Zoho Analytics allows you to combine data from various sources such as Files, Feeds, Databases and business applications for in-depth analysis. Query Tables allow you to combine data from different tables to create reports. The SQL Query Suggester helps to build complex queries.
Zoho Analytics auto identifies similar columns and provides suggestions for lookup while importing. Learn more about joining tables.
How can you visualize and analyze Insightly data?
Zoho Analytics allows you to create a wide range of visualizations to analyze Insightly CRM data and gain actionable insights into sales performance and customer engagement. You can build reports and dashboards to track pipeline trends, monitor deal progress, analyze lead conversion, evaluate team performance, identify opportunities for growth, and improve overall sales effectiveness.
- Zoho Analytics offers a wide range of visualization types to conduct your analysis. Refer to the Creating Reports section to learn more. The chart type primer lists all the viz types available in Zoho Analytics.
- With Predictive analytics, forecast future trends, detect anomalies, and segment data using Cluster analysis.
- Find the What, Why and How behind any outcome with Zia Insights.
Sharing and Collaboration
- Use fine-grained permission control over your shared data and reports while collaborating with your colleagues & friends.
- Efficiently collaborate with your users by setting up real-time commenting on a shared view.
- Publish reports for wider consumption.
- Embed reports/dashboards within your websites, web applications, and blogs.
- Export, email, and print reports in a variety of formats.
- Get the mobile apps (optimized for both IOS and Android platforms), and access data, reports and dashboards on the go.
Technical Support
We offer 24x5 technical support (Monday to Friday). In case if you need our assistance, kindly do mail us your questions to support@zohoanalytics.com.
You can also reach out to us on our toll-free numbers.
United States: +1 (888) 900 9646
United Kingdom: +44 (20) 35647890
Australia: +61-2-80662898
India: +91 44 6965 6060