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Insightly data extractor

Import a new customer’s Insightly data — activity sets, contacts, countries, and currencies, and 24 more object types — into your product as normalised, relational tables. Vern handles Insightly’s auth, pagination and rate limits, so onboarding a customer off Insightly doesn’t mean building and maintaining that plumbing yourself.

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Objects extracted
28

Every queryable object type

Incremental
13

Re-runs pull only what changed

Authentication
API key or access token

Stored encrypted, never in the transcript

Export coverage

What Vern pulls from Insightly

Know exactly what comes across before you migrate. Every object below is normalised into typed tables with referential keys preserved, so the relationships between a customer's records survive the import.

  • Activity sets
  • Contacts
  • Countries
  • Currencies
  • Emails
  • Events
  • Knowledge article categories
  • Knowledge article folders
  • Knowledge articles
  • Lead sources
  • Lead statuses
  • Milestones
  • Notes
  • Opportunities
  • Opportunity categories
  • Opportunity state reasons
  • Organisations
  • Pipeline stages
  • Pipelines
  • Project categories
  • Projects
  • Prospects
  • Relationships
  • Task categories
  • Tasks
  • Team members
  • Teams
  • Users

Managed by Vern

The parts you'd otherwise build yourself

Authentication

Your customer pastes their key once when they start the migration. Vern stores it encrypted, signs each request and handles retries — the raw credential never reaches the agent transcript.

Pagination

Vern detects and handles Insightly's paging model — cursor, page number or offset — internally, and returns one consistent, de-duplicated result set. You import a customer's complete data without ever managing a page token.

Rate limits

API sources rarely publish their real rate ceiling until you hit a 429 mid-import, and many silently cap page size. Vern queues and throttles requests to stay under the limit, so a partial pull never lands a customer in your product with missing data.

Output shape

Normalised JSON per object with referential keys preserved and timestamps in ISO 8601. Delivered as JSON or CSV, pushed to your API or webhook, or loaded straight into your application database.

Schema drift

If Insightly changes what it returns between migrations, the agent notices the difference against what it recorded last time and raises it, rather than importing a customer with a column quietly missing.

What it learns

Everything Vern works out about Insightly's quirks — field formats, enum values, ID and date patterns — is written down against the source and applied automatically to every customer you migrate off it afterwards.

What your customer provides

  • Start Date
  • API Token

Collected once, stored encrypted in a vault, and attached to every request. Credentials are never written into the agent transcript.

API quickstart

Run a Insightly migration from your own product

Create the migration, let the agent extract and map, then pull the result out — without your customer ever seeing a Vern dashboard.

app.vern.so/api/v1
API=https://app.vern.so/api/v1
KEY="x-api-key: $VERN_API_KEY"
JSON="Content-Type: application/json"

# 1 — create a migration against Insightly
ID=$(curl -sX POST $API/migrations -H "$KEY" -H "$JSON" \
  -d '{"name":"Acme onboarding","source":"Insightly"}' \
  | jq -r .migration.id)

# 2 — hand over the customer's credentials for this run
curl -X POST $API/migrations/$ID/source-connection -H "$KEY" -H "$JSON" \
  -d '{"credentials": { ... }}'

# 3 — the agent extracts, maps and previews, stopping before it writes
curl -X POST $API/migrations/$ID/runs -H "$KEY" -H "$JSON" \
  -d '{"kind":"generate"}'

curl $API/migrations/$ID/preview -H "$KEY"

# 4 — approve, then pull the normalised rows back out
curl -X POST $API/migrations/$ID/runs -H "$KEY" -H "$JSON" \
  -d '{"kind":"execute"}'

curl -X POST $API/migrations/$ID/exports -H "$KEY" -H "$JSON" \
  -d '{"slugs":["customers","invoices"]}'

The Migration API runs the whole lifecycle over HTTP with an organisation-scoped key. The agent conversation can be streamed into your own UI, and the preview lets you check exactly what an import will produce before a single row is written.

Read the API reference

Insightly references

    Related

    Other CRM sources

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