Replicate Multiple Insightly Accounts via the CData Sync CLI

CData Sync for Insightly is a stand-alone application that provides solutions for a variety of replication scenarios such as replicating sandbox and production instances into your database. Both Sync for Windows and Sync for Java include a command-line interface (CLI) that makes it easy to manage multiple Insightly connections. In this article we show how to use the CLI to replicate multiple Insightly accounts.

Configure Insightly Connections

You can save connection and email notification settings in an XML configuration file. To replicate multiple Insightly accounts, use multiple configuration files. Below is an example configuration to replicate Insightly to SQLite:

Windows

<?xml version="1.0" encoding="UTF-8" ?>
<CDataSync>
  <DatabaseType>SQLite</DatabaseType>
  <DatabaseProvider>System.Data.SQLite</DatabaseProvider>
  <ConnectionString>Profile=C:\profiles\Insightly.apip;ProfileSettings='APIKey=your_api_key;Pod=na1';</ConnectionString>
  <ReplicateAll>False</ReplicateAll>
  <NotificationUserName></NotificationUserName>
  <DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString>
  <TaskSchedulerStartTime>09:51</TaskSchedulerStartTime>
  <TaskSchedulerInterval>Never</TaskSchedulerInterval>
</CDataSync>

Java

<?xml version="1.0" encoding="UTF-8" ?>
<CDataSync>
<DatabaseType>SQLite</DatabaseType>
  <DatabaseProvider>org.sqlite.JDBC</DatabaseProvider>
  <ConnectionString>Profile=C:\profiles\Insightly.apip;ProfileSettings='APIKey=your_api_key;Pod=na1';</ConnectionString>
  <ReplicateAll>False</ReplicateAll>
  <NotificationUserName></NotificationUserName>
  <DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString>
</CDataSync>

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

Configure Queries for Each Insightly Instance

Sync enables you to control replication with standard SQL. The REPLICATE statement is a high-level command that caches and maintains a table in your database. You can define any SELECT query supported by the Insightly API. The statement below caches and incrementally updates a table of Insightly data:

REPLICATE ActivitySets;

You can specify a file containing the replication queries you want to use to update a particular database. Separate replication statements with semicolons. The following options are useful if you are replicating multiple Insightly accounts into the same database:

You can use a different table prefix in the REPLICATE SELECT statement:

REPLICATE PROD_ActivitySets SELECT * FROM ActivitySets 

Alternatively, you can use a different schema:

REPLICATE PROD.ActivitySets SELECT * FROM ActivitySets

Run Sync

After you have configured the connection strings and replication queries, you can run Sync with the following command-line options:

Windows

APISync.exe -g MyProductionAPIConfig.xml -f MyProductionAPISync.sql

Java

java -Xbootclasspath/p:c:\sqlitejdbc.jar -jar APISync.jar -g MyProductionAPIConfig.xml -f MyProductionAPISync.sql