Connect Insightly to Excel Power Query to Streamline Marketing Analytics

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What is Insightly?

Insightly is a powerful customer relationship management (CRM) platform designed for large enterprises to manage their sales, marketing, and customer support processes. By centralizing customer data, it enables companies to gain valuable insights into their customer base and improve their overall customer experience. Enterprise companies benefit from Insightly's robust features, such as project management, custom reporting, and integration capabilities with other popular business tools.

What is Excel Power Query?

Excel Power Query is a data analysis and transformation tool built into Microsoft Excel that allows users to connect, combine, and refine data from various sources. Enterprise companies benefit from Excel Power Query's ability to clean, shape, and model data, making it easier to analyze and generate actionable insights. Its powerful features enable users to automate data processing tasks, create custom data visualizations, and share reports across teams.

Connecting Insightly to Excel Power Query

Connecting Insightly to Excel Power Query can be done through several steps:

  • First, ensure you have the necessary API credentials from your Insightly account to access your data.
  • Next, open Excel Power Query and click on the 'Data' tab, followed by 'New Query' and then 'From Other Sources.'
  • Select 'Web' as the source and enter the Insightly API endpoint URL, which should look like this: "". Be sure to replace "RESOURCE_NAME" with the specific data resource you want to retrieve, such as "Contacts" or "Opportunities."
  • Click 'Advanced' and enter your API key in the 'HTTP request header parameter' field, with the key name set as "Authorization" and the value as "Basic API_KEY". Replace "API_KEY" with your actual API key.
  • Once the data has been retrieved, you can use Excel Power Query's built-in tools to clean, format, and model the data as needed. This includes filtering, sorting, and joining data from different tables to create a comprehensive dataset for analysis.
  • Finally, you can visualize Insightly data by creating custom charts, graphs, and reports using Excel's built-in data visualization tools.
  • While these steps can be effective, they can also be time-consuming and require manual intervention. Alternatively, you can use Improvado as a data connector for Excel Power Query Insightly to automate the process and save time.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
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Connecting Insightly to Excel Power Query with Improvado

Improvado is the ideal solution for connecting Insightly to Excel Power Query, as it simplifies and streamlines the entire process. By using Improvado, you can centralize your marketing data and access it in Excel Power Query without any manual intervention. The platform handles data extraction, transformation, and normalization, making it easy to import data from Insightly to Excel Power Query. Additionally, Improvado offers a wide range of metrics and dimensions that can be automatically extracted from your Insightly data source, providing crucial insights for your marketing and sales teams.

Improvado's scalable and customizable solution is designed to handle large volumes of data from multiple sources, making it the perfect choice for enterprise companies. Furthermore, Improvado's high-quality customer support ensures that any issues are resolved quickly and efficiently, maximizing the value of your data connection and allowing your team to focus on more strategic tasks.

Summary of connection Insightly to Excel Power Query

In summary, connecting Insightly and Excel Power Query can provide valuable insights for enterprise companies looking to centralize and analyze their marketing and sales data. By using Improvado as a data connector for Excel Power Query Insightly, businesses can take advantage of its scalability, customization options, high-quality customer support, and ability to process large volumes of data. To learn more about how Improvado can help your business, book a call with one of our experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
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Activision relies fully on Improvado for its marketing dashboard.

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