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Connecting Bold BI to Insightly data source

Bold BI dashboard designer supports connecting Insightly web services through REST API.

Choose Insightly data source

To configure the Insightly data source, follow the below steps:

  1. Click the Data Sources button in the configuration panel to add a new data connection.

    Data source icon

  2. Click CREATE NEW to launch a new connection from the connection panel.

  3. Select the Insightly connection in the connection panel.

    Choose data source

NOTE: You can also create a data source from the home page by clicking the Data Sources menu from left menu panel and Create Data Source from the data sources page.

Choose data source

Create Insightly data source

Once you click the data source, the NEW DATA SOURCE configuration panel opens. Follow the below steps to create Insightly data source.

  1. Enter a name and description (optional) for the data source.

  2. Enter a valid Insightly REST API endpoint in the URL textbox. Refer the Insightly API documentation for more details.

    Example: https://api.insightly.com/v3.0/opportunities

  3. Select GET method for the REST API in Method combo box.

  4. In Max Rows, enter the maximum number of rows to be fetched from the Insightly data source. This value is used to fetch the data from Insightly data source via pagination.

  5. Choose a time interval for Refresh Settings using the combo box, to trigger the Rest API request periodically to keep the data in sync with our dashboard.

  6. Select JSON data type in Data Format combo box.

  7. Choose Basic HTTP Authentication under Authentication Type combo box.

  8. Enter valid API Key in Account Key text box.

You can also edit the connection information set here using the Edit Connection option.

How do I get Account Key for connecting Insightly data source?

  1. Login to Insightly account. Go to Profile -> User settings.

  2. Find the API Key under API KEY section.

  3. Use this API Key as Account Key in Insightly data source in Bold BI Dashboard.

  4. Click Generate new API key if you don’t have any valid API Key.

    Reveal API Key

Additional information

Max Rows Most of the REST APIs return only fewer data on a single API request. To pull the amount of data you need, set a value in this field. Pagination is handled internally and will fetch the amount of data you need.
Refresh Settings Period of time before next refresh call is triggered. This will automatically trigger a call for the API configured in the data source to keep the data up to date. If you do not want to sync your new data, choose ‘Never’.
API Limits Insightly API requests are limited on the basis of the instance. Not more then 5 requests are allowed per second and the daily limit is based on the Insightly plans.

Sample queries

Contacts

https://api.insightly.com/v3.0/contacts

Projects

https://api.insightly.com/v3.0/projects

Leads

https://api.insightly.com/v3.0/Leads

Preview and data import

  • Click Preview & Connect to connect with the configurations set.

  • The Choose Schema(s) dialog opens. The schema represents the key fields of JSON data retrieved from Insightly Rest API request. This dialog displays a list of schemas in treeview and its corresponding values in grid for preview. Select required schema(s) from treeview to use in designer and click Connect.

    Preview

  • Now, the data design view page with selected table schema opens. Drag and drop the table. Query Editor

  • Click Save to save the data source with a relevant name.

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough

Insightly API Limits

Insightly Integration