Automate Insightly Integration Tasks from PowerShell

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Are you in search of a quick and easy way to access Insightly data from PowerShell? This article demonstrates how to utilize the Insightly Cmdlets for tasks like connecting to Insightly data, automating operations, downloading data, and more.

The CData API Driver for ADO.NET is a standard ADO.NET Provider that make it easy to accomplish data cleansing, normalization, backup, and other integration tasks by enabling real-time access to Insightly.

ADO.NET Provider

The ADO.NET Provider provides a SQL interface for Insightly; this tutorial shows how to use the Provider to retrieve Insightly data.

Once you have acquired the necessary connection properties, accessing Insightly data in PowerShell can be enabled in three steps.

Start by setting the Profile connection property to the location of the Insightly Profile on disk (e.g. C:\profiles\Insightly.apip). Next, set the ProfileSettings connection property to the connection string for Insightly (see below).

Insightly API Profile Settings

Navigate to your Insightly profile and select User Settings > API to find your API key. The Pod value (e.g.,

na1
) is derived from the subdomain of your API URL.

  1. Load the provider's assembly:

    [Reflection.Assembly]::LoadFile("C:\Program Files\CData\CData API Driver for ADO.NET\lib\System.Data.CData.API.dll")
        
  2. Connect to Insightly:

     
    $conn= New-Object System.Data.CData.API.APIConnection("Profile=C:\profiles\Insightly.apip;ProfileSettings='APIKey=your_api_key;Pod=na1';")
    $conn.Open()
    
  3. Instantiate the APIDataAdapter, execute an SQL query, and output the results:

    $sql="SELECT ActivitysetId, Name from ActivitySets"
    
    $da= New-Object System.Data.CData.API.APIDataAdapter($sql, $conn)
    $dt= New-Object System.Data.DataTable
    $da.Fill($dt)
    
    $dt.Rows | foreach {
    	Write-Host $_.activitysetid $_.name
    }
      

Ready to get started?

Connect to live data from Insightly with the API Driver

Connect to Insightly