DatriseAI-first ETL

Insightly Domo

AI-first ETL from Insightly into Domo. Governed entities, incremental sync, typed landing tables.

How Datrise loads Insightly into Domo

Datrise syncs Insightly's contacts, organizations, opportunities, projects, and delivery milestones into Domo as datasets in Domo's cloud store via connector. Flexible or custom fields land in flattened columns for Magic ETL, and timestamps such as created, updated, and status changes are typed as date/time columns.

Sync is incremental: Datrise uses partitioned dataset updates rather than full replaces, so re-runs update only what changed. Domo dataset partitions keyed on load date. Domo stores its own copy of data, so Datrise sends incremental partitions to avoid re-uploading whole datasets.

Ideal for all-in-one cloud BI with built-in ETL.

Endpoints

Insightly: CRM and lightweight project delivery.

Domo: Cloud BI platform combining data integration and executive dashboards.

How Insightly entities map to Domo

Insightly entityDomo objectNotes
contactsinsightly_contactsid PK · custom fields → flattened columns for Magic ETL
organizationsinsightly_organizationsid PK · linked to insightly_contacts
opportunitiesinsightly_opportunitiesid PK · linked to insightly_contacts
projectsinsightly_projectsid PK · linked to insightly_contacts

FAQ

How does Datrise handle Insightly's custom fields in Domo?

Flexible values are stored as flattened columns for Magic ETL, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Domo types.

How does the Insightly to Domo sync stay up to date?

It runs incrementally — Datrise uses partitioned dataset updates rather than full replaces.

Related pipelines

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