DatriseAI-first ETL

Insightly Snowflake

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

How Datrise loads Insightly into Snowflake

Datrise syncs Insightly's contacts, organizations, opportunities, projects, and delivery milestones into Snowflake as a typed table per source entity. Flexible or custom fields land in VARIANT columns, and timestamps such as created, updated, and status changes are typed as TIMESTAMP_TZ.

Sync is incremental: Datrise uses staged loads merged on stable id with MERGE, so credits scale with change volume, not table size, so re-runs update only what changed. Automatic micro-partitioning, with optional clustering keys on high-cardinality ids. Snowflake upper-cases unquoted identifiers, so Datrise standardizes on lower-case quoted names to keep column references stable.

Ideal for central analytics warehouses feeding BI and AI workloads.

Endpoints

Insightly: CRM and lightweight project delivery.

Snowflake: Cloud data warehouse with separated compute and storage.

How Insightly entities map to Snowflake

Insightly entitySnowflake objectNotes
contactsinsightly_contactsid PK · custom fields → VARIANT columns
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 Snowflake?

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

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

It runs incrementally — Datrise uses staged loads merged on stable id with MERGE, so credits scale with change volume, not table size.

Related pipelines

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