Connect Insightly to Power BI Automatically

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What is Insightly?

Insightly is a powerful customer relationship management (CRM) and project management tool designed for enterprise companies to efficiently manage their sales and marketing processes. By leveraging Insightly, businesses can streamline and automate their sales pipeline, track customer interactions, and gain valuable insights into their customer base, ultimately enhancing customer experiences and boosting sales performance.

What is Power BI?

Power BI is a robust business intelligence (BI) and data visualization tool that enables enterprise companies to analyze large volumes of data and create visually appealing reports and dashboards. By using Power BI, businesses can gain valuable insights into their operations, identify trends, and make data-driven decisions to improve efficiencies and achieve better results.

Connecting Insightly to Power BI

There are several ways to connect Insightly to Power BI:

  • Use the native Power BI Insightly connector to establish a connection between the two platforms. This connector allows you to import data from Insightly to Power BI and start creating visualizations and dashboards right away.
  • Export Insightly data to a CSV or Excel file, then import the file into Power BI. This method is useful for one-time data imports, but it may not be suitable for ongoing data synchronization.
  • Utilize a third-party data connector for Power BI Insightly, such as an API connector, to establish a link between the two platforms. This method enables you to sync data between Insightly and Power BI, allowing for real-time updates and data analysis.
  • Alternatively, consider using Improvado, an advanced marketing analytics platform that provides a complete data pipeline from data extraction and transformation to data visualization. With Improvado, you can connect Insightly to Power BI seamlessly, eliminating the need for manual data imports or complex API integrations.

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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
Waleed Noury
Senior Media Analyst
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Connecting Insightly to Power BI with Improvado

Improvado is the best solution for connecting Insightly to Power BI for several reasons:

  • It simplifies the data integration process, allowing you to focus on data analysis and visualization without worrying about data extraction and transformation complexities.
  • Improvado offers a comprehensive data dictionary, automatically extracting relevant metrics and dimensions from Insightly, saving you time and effort.
  • With Improvado's scalability and customization features, you can tailor the data integration process to your specific needs, ensuring you have access to the data you require in the format you need.
  • Improvado's high-quality customer support ensures that any issues encountered during the integration process are promptly resolved.
  • Improvado's ability to process large volumes of data ensures that you have access to the most up-to-date information for your data analysis and visualization needs.

Summary of connection Insightly to Power BI

In summary, connecting Insightly and Power BI enables businesses to harness the power of their sales and marketing data, creating a unified view of their customer base and performance metrics. By utilizing Improvado's advanced marketing analytics platform, businesses can easily integrate Insightly and Power BI, benefiting from its scalability, customization, high-quality customer support, ability to process large volumes of data, and centralize their marketing and sales data. To learn more about how Improvado can help you connect Insightly to Power BI, 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.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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