TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

1. set up Insightly as a source connector (using Auth, or usually an API key)
2. set up Redshift as a destination connector
3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Insightly

What is Redshift

Prerequisites

1. A Insightly account to transfer your customer data automatically from.
2. A Redshift account.
3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Insightly and Redshift, for seamless data migration.

When using Airbyte to move data from Insightly to Redshift, it extracts data from Insightly using the source connector, converts it into a format Redshift can ingest using the provided schema, and then loads it into Redshift via the destination connector. This allows businesses to leverage their Insightly data for advanced analytics and insights within Redshift, simplifying the ETL process and saving significant time and resources.

Step 1: Set up Insightly as a source connector

Step 2: Set up Redshift as a destination connector

Step 3: Set up a connection to sync your Insightly data to Redshift

Once you've successfully connected Insightly as a data source and Redshift as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
2. Choose your source: Select Insightly from the dropdown list of your configured sources.
3. Select your destination: Choose Redshift from the dropdown list of your configured destinations.
4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
5. Select the data to sync: Choose the specific Insightly objects you want to import data from towards Redshift. You can sync all data or select specific tables and fields.
6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Insightly to Redshift according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your Redshift data warehouse is always up-to-date with your Insightly data.

Use Cases to transfer your Insightly data to Redshift

Integrating data from Insightly to Redshift provides several benefits. Here are a few use cases:

1. Advanced Analytics: Redshift’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Insightly data, extracting insights that wouldn't be possible within Insightly alone.
2. Data Consolidation: If you're using multiple other sources along with Insightly, syncing to Redshift allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
3. Historical Data Analysis: Insightly has limits on historical data. Syncing data to Redshift allows for long-term data retention and analysis of historical trends over time.
4. Data Security and Compliance: Redshift provides robust data security features. Syncing Insightly data to Redshift ensures your data is secured and allows for advanced data governance and compliance management.
5. Scalability: Redshift can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Insightly data.
6. Data Science and Machine Learning: By having Insightly data in Redshift, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
7. Reporting and Visualization: While Insightly provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to Redshift, providing more advanced business intelligence options. If you have a Insightly table that needs to be converted to a Redshift table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

1. Configure a Insightly account as an Airbyte data source connector.
2. Configure Redshift as a data destination connector.
3. Create an Airbyte data pipeline that will automatically be moving data directly from Insightly to Redshift after you set a schedule