Insightly

What Shuttio reads from Insightly, where it lands in Attio, Clarify, Odoo, HubSpot, Pipedrive, Breakcold, Twenty, Capsule, HighLevel, ActiveCampaign, Zendesk Sell, folk, which permissions it needs and why, and what does not move.

Last updated: 7 Nov 2026

An API key and your pod, not a sign-in. Find both in User Settings, API in Insightly and paste them; Shuttio checks them before saving anything and deletes the key 14 days after the migration finishes.

Object by object: What objects are supported for Insightly migrations.

What Shuttio reads and moves

The list below describes the move into Attio. Where Clarify or Odoo differ, the destination's own article says so.

Organisations and contacts: Organisations become companies and contacts become people, with their phones, emails, addresses, social links and tags. A contact is linked to its organisation; the other organisations it is linked to, with their roles, are kept in their own columns.
Leads: Leads become their own object, with status and source by name. A lead that was converted is not moved: it exists as the contact, organisation or opportunity it became.
Opportunities and pipelines: Opportunities become deals in the pipeline and stage they are in, in Insightly's order. WON and LOST carry over as the outcome, ABANDONED lands as lost and SUSPENDED stays open; the exact state is kept in a State column.
Projects and products: Each becomes an object of its own: a project with its status, dates, category and related organisation, contact and opportunity; a product with its code, SKU, price and family.
Custom objects and custom fields: Every custom object becomes an object of its own, with its records and fields. Custom fields on any object keep their type: select fields keep their options, user fields the member.
Notes, tasks and events: They land on the contact, organisation or opportunity they are linked to. Tasks become Attio tasks with their due date, completion and assignee; events become meetings with their start, end and location.
Owners: A task's assignee is matched to an Attio member by email.
Emails, without their body: Insightly's API returns an email's subject, sender and date and the records it is linked to, but no body and no To or Cc, so each email carries only that header. They land in Attio as a Logged emails activity on their record, unticked by default because Attio's mailbox sync may already show the same mail.
File attachments: With the Attachments checkbox ticked, each file on an opportunity, contact or organisation lands on the record it became, with the full migration only (the sample moves none). A file over 50 MB, or one that is only a link, is a failed row that names it.

Where each thing lands

Insightly object	In Attio	In Clarify	In Odoo	In HubSpot	In Pipedrive	In Breakcold	In Twenty	In Capsule	In HighLevel	In ActiveCampaign	In Zendesk Sell	In folk
Organisations	Companies	Companies	Partners (companies)	Companies	Organizations	Companies	Companies	Organisations	Businesses	Accounts (matched by name, or created with a contact that works there)	Organizations (matched by name, else created)	Companies
Contacts	People	People	Partners (contacts)	Contacts	Persons	People	People	People	Contacts (put into their business)	Contacts	Contacts (put into their organization)	People
Leads	People, deals at the stage Lead, or their own object (you choose)	Its own object, created in Clarify when it has none	CRM leads	A custom object (HubSpot Enterprise), or the one you already have with that name	Leads	Not moved	A custom object, created in Twenty when it has none, or the one you already have with that name	Not moved	Not moved	Not moved	Leads	Not moved
Opportunities	Deals	Deals	CRM opportunities	Deals	Deals	Deals	Opportunities	Opportunities	Opportunities (pipeline and stage matched by name)	Deals (pipelines and stages created when missing)	Deals (pipeline and stage matched by name; the contact is required)	Deals (an object in the group Shuttio import)
Projects	Its own object, or the one you already have with that name	Its own object, created in Clarify when it has none	Projects (Odoo Project app)	A custom object (HubSpot Enterprise), or the one you already have with that name	Not moved	Not moved	A custom object, created in Twenty when it has none, or the one you already have with that name	Projects	Not moved	Not moved	Not moved	Not moved
Products	Its own object, or the one you already have with that name	Its own object, created in Clarify when it has none	Products	Products	Products	Not moved	A custom object, created in Twenty when it has none, or the one you already have with that name	Not moved	Not moved	Not moved	Not moved	Not moved
Project tasks	Not moved	Not moved	Project tasks (Odoo Project app)	Not moved	Not moved	Not moved	Not moved	Not moved	Not moved	Not moved	Not moved	Not moved

Notes, tasks, meetings, calls, files, owners and lists depend on the destination. This is the row for Insightly, generated from the same tables the runner uses:

Into Attio

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Insightly	Organisations, Contacts, Leads, Opportunities, Projects, Products	Yes	Yes	Yes	No	Yes	Yes	Yes	No

Into Clarify

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Insightly	Organisations, Contacts, Leads, Opportunities, Projects, Products	Yes	Yes	As comments	No	As comments	Yes	Yes	No

Into Odoo

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Insightly	Organisations, Contacts, Leads, Opportunities, Projects, Project tasks, Products	Yes	Yes	Yes	No	Yes	With an API key	Yes	No

Into HubSpot

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Insightly	Organisations, Contacts, Leads, Opportunities, Projects, Products	Yes	Yes	Yes	No	Yes	Yes	Yes	No

Into Pipedrive

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Insightly	Organisations, Contacts, Leads, Opportunities, Products	Yes	Yes	Yes	No	Yes	Yes	Yes	No

Into Breakcold

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Insightly	Organisations, Contacts, Opportunities	Yes	Yes	Yes	No	As notes	No	No	No

Into Twenty

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Insightly	Organisations, Contacts, Leads, Opportunities, Projects, Products	Yes	Yes	As notes	No	As notes	Yes	Yes	No

Into Capsule

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Insightly	Organisations, Contacts, Opportunities, Projects	Yes	Yes	Yes	No	As notes	Yes	Yes	No

Into HighLevel

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Insightly	Organisations, Contacts, Opportunities	Yes	Yes	Yes	No	As notes	No	Yes	No

Into ActiveCampaign

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Insightly	Organisations, Contacts, Opportunities	Yes	As notes	As notes	No	As notes	No	Yes	No

Into Zendesk Sell

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Insightly	Organisations, Contacts, Leads, Opportunities	Yes	Yes	As notes	No	As notes	No	Yes	No

Into folk

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Insightly	Organisations, Contacts, Opportunities	Yes	Yes	Yes	No	As notes	No	Yes	No

Each destination's own article says how its data is written: Attio, Clarify, Odoo, HubSpot, Pipedrive, Breakcold, Twenty, Capsule, HighLevel, ActiveCampaign, Zendesk Sell, folk.

Permissions and why

What	Why Shuttio needs it
An API key	Insightly has no OAuth for this. Shuttio checks the key against your account before it saves anything. Find it in Insightly under User Settings, API.
Your pod	Insightly's API lives on a host per pod (api.na1.insightly.com, for example). The pod is in the API URL under your key. Shuttio accepts only the pods it knows and sends the key to that host and nowhere else.

The key reads only what its user may see, so use a user who sees everything you want to move. Insightly allows 10 API requests a second and a daily quota by plan (1,000 on Free, 20,000 on legacy plans, 40,000 on Plus, 60,000 on Professional, 100,000 on Enterprise, over a rolling 24 hours); Shuttio keeps below the per-second limit and pauses the run, to resume where it stopped, when the day's quota is used. The key is stored encrypted and deleted 14 days after the migration finishes; Shuttio cannot revoke it at Insightly, so reset the key there if you want it dead sooner.

Known limits

The request limit: Insightly allows 10 API requests a second and a daily quota by plan, from 1,000 on Free to 100,000 on Enterprise, over a rolling 24 hours. Shuttio keeps well below the per-second limit and pauses the run, to resume where it stopped, when the day's quota is used. A large account on a small plan takes days.
Files on leads, projects and emails: Shuttio reads no file attached to a lead, a project or an email in Insightly. They stay there.
Calls: Insightly has no call object, so there are no calls to read and nothing is lost.
Notes and tasks attached only to a lead or a project: A lead and a project are objects of their own with no slot to hold activities, so a note or task linked only to one of them is counted in the run's report and not moved.
Price books, quotes and line items: Products are moved; price books, quotations and the products on an opportunity are not.
Records outside your reach: Insightly shows a key only what its user may see. Connect with a user who sees everything you want to move.
Emails: Insightly's API returns an email's subject, sender and date, and the records it is linked to, but no body and no To or Cc. So each email moves as that header with an empty body, on its contact, organisation or opportunity. Into Attio they land as a Logged emails activity, unticked by default because Attio's mailbox sync may already show them.
Large and linked files: a file over 50 MB, and an entry that is only a link, is listed as a failed row and not copied.

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