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Data warehouse ⇄ CRM

Exasol to Insightly integration — real-time, two-way sync

Keep Exasol and Insightly in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Exasol and Insightly

Sync Insightly into Exasol continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Tasks, Events, Notes, Products from Insightly land in Exasol as live tables, updated within seconds, and columns computed in Exasol write back to fields in Insightly. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

Common use cases

  • Keep Insightly projects aligned with delivery or PSA tools after opportunities close
  • Write product usage or billing data from internal databases into Insightly custom fields for account context
  • Consolidate data from multiple operational databases into Exasol as the central analytics layer.
  • Keep dimension tables such as customers and products aligned with the systems of record.

Cleanup that sticks

Deduplication and normalization done in Exasol can be written back, so warehouse-side cleanup actually fixes the CRM.

CRM analytics on live data

Accounts, contacts, and activity from Insightly are queryable in Exasol moments after they change, so dashboards stop lagging the reality they describe.

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Exasol appear as fields in Insightly, where the people working accounts actually see them.

What you can sync between Exasol and Insightly

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Exasol objects Insightly objects
Tables Primary sync target; columnar relational tables written with standard SQL. Leads Unqualified prospects sync in from forms and enrichment sources before conversion.
Views Read-only query surfaces often used as curated sources for reverse ETL. Opportunities Pipeline records feed forecasting and warehouse-based reporting.
Virtual schemas Federated views over external sources; useful for deciding what needs physical replication. Projects Delivery records created from won opportunities sync with PSA and task tools.
UDF scripts In-database functions that can transform synced data after load. Tasks Activity records keep follow-ups consistent across systems.
Users and roles Grant read/write access for the dedicated integration account. Events Calendar items sync for a complete activity timeline.
Schemas Namespaces that group the tables a sync reads from or writes into. Notes Free-text context attaches to synced records for downstream visibility.
What ships with Exasol ⇄ Insightly

Connect Exasol and Insightly for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Exasol–Insightly connection.

Real-time

Two-way sync

Changes in Exasol or Insightly instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Exasol or Insightly data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Exasol or Insightly record.

Observability

Monitoring

Track your Exasol ⇄ Insightly sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Exasol and Insightly.

How the Exasol and Insightly connectors work

Exasol

Integration surface
SQL over JDBC/ODBC drivers and a WebSocket-based client protocol
Authentication
Database credentials (username and password)
Change detection
Polling with timestamp or key columns; Exasol does not expose a transaction-log change feed to clients
Capabilities
read · write
Rate limits
No API quota; concurrency is bounded by cluster resources and session limits

Insightly

Integration surface
REST API (versioned)
Authentication
API key sent via HTTP Basic authentication
Change detection
Polling on record updated-date fields
Capabilities
read · write
Rate limits
Daily API request caps vary by Insightly plan
How it works

How to connect Exasol to Insightly — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Exasol and Insightly with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Exasol connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Exasol and Insightly objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Exasol ⇄ Insightly
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Exasol Insightly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Exasol and Insightly integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Exasol and Insightly.

Popular · 8 of 386
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