What objects are supported for Insightly migrations

Which objects Shuttio reads from Insightly, and how each one lands.

Last updated: 7 Nov 2026

Shuttio moves data out of Insightly. It does not write into Insightly. Out of Insightly, data goes into Attio, Clarify, Odoo, HubSpot, Pipedrive, Breakcold, Twenty, Capsule, HighLevel, ActiveCampaign, Zendesk Sell, folk.

Objects

ObjectMoves out of InsightlyNotes
Organisations → CompaniesYes
Contacts → PeopleYes
Opportunities → DealsYes
LeadsYes, except into Breakcold, Capsule, HighLevel, ActiveCampaign and folk
ProductsOnly into Attio, Clarify, Odoo, HubSpot, Pipedrive and Twenty
ProjectsOnly into Attio, Clarify, Odoo, HubSpot, Twenty and Capsule
Project tasksOnly into Odoo
NotesYes
TasksYesInto ActiveCampaign it is written as a note on the record.
MeetingsYesIncludes events. Into Clarify it arrives as comments on the record. Into Twenty, ActiveCampaign and Zendesk Sell it is written as a note on the record. A meeting is written as an Insightly event with its original start and end, linked to its record, with no attendee and no reminder: the participants are named in the details and nobody is invited.
CallsNoInsightly has no call object, so a call is a note with its original date, direction and length. Nothing is dialled.
EmailsYesInto Clarify it arrives as comments on the record. Into Breakcold, Twenty, Capsule, HighLevel, ActiveCampaign, Zendesk Sell and folk it is written as a note on the record. Insightly's API cannot create an email, so an email is a note with its original date, sender, recipients, subject and text. Nothing is sent to anyone.
FilesYes, except into Breakcold, HighLevel, ActiveCampaign, Zendesk Sell and folkInto Odoo it moves only when you connect with an API key.
ListsNo
OwnersYes, except into BreakcoldMatched to a user in the destination by email. An owner with no match is not given to anyone else.

How to read the table

  • Moves out of Insightly: "Yes" means every destination above takes this object. "Yes, except into X" names the ones that do not; "Only into X and Y" names the ones that do.
  • "No": Shuttio does not move this object that way.

For the permissions Shuttio needs and what does not move, see reading from Insightly.

Not answered here? Email help@shuttio.com.