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Insightly Tableau

Connect Insightly to Tableau

Send Insightly opportunities, contacts, tasks and 25 more data types to Tableau on a schedule. Filter by date. Refresh as often as every 15 minutes.

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Insightly report Data source: Insightly
Build Tableau reports on Insightly data that Coupler.io keeps up to date.
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How to connect Insightly and Tableau

4 steps. You can preview the Insightly data in Coupler.io before anything reaches Tableau.

Step 1 of 4

Connect Insightly

Enter your Insightly API token. You only do this once per account.

API token••••••••••••

Step 2 of 4

Choose what to export

Pick the Insightly data you want in Tableau.

Show 20 more data types Show fewer data types
Start dateAny dateSpecify the date from which to export data. Only data generated after this date will be exported for incremental sources.

Step 3 of 4

Connect Tableau

Coupler.io generates an integration URL for the Insightly data that you connect in Tableau.

Integration URLhttps://app.coupler.io/export/w/123456?access_token=••••••••Visible only to the data flow's creator

Step 4 of 4

Set a schedule

Tableau sees the data as of the last run. Run it as often as every 15 minutes.

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Get the most of Insightly to Tableau integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Insightly to Tableau questions

28 data types, including Opportunities, Contacts, Tasks, Projects and Users.

With your Insightly API token, entered once when you add the connection.

Yes. Set the start date to cover the period you need.

Through the Coupler.io Web Data Connector. In Tableau Desktop, go to More, then Web Data Connector, and enter https://app.coupler.io/tools/tableau.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches Tableau.

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