Build Reports Visually
Intuitive visual Query Builder allows you to get your Insightly CRM data into Excel without typing a line of code.
Get Insightly CRM Data to Microsoft Excel with Ease
Connect Excel to Insightly CRM without the need of IT professionals and automate your Insightly CRM data reports
Skyvia Query Excel Add-in allows importing data from various cloud CRMs, accounting, marketing, e-commerce and other cloud applications, as well as from relational databases, to Microsoft Excel via Skyvia Query.
How It Works
Getting data from Insightly CRM to Microsoft Excel becomes as easy as 1-2-3
Register on Skyvia for free to create a Insightly CRM connection
Query your Insightly CRM data to Excel
Create Excel reports that can be easily updated with live Insightly CRM data
Create Queries Visually or Type SQL
Or Use All the Power of SQL
While SQL knowledge is not required, if you are an SQL professional, you can use its full power to query Insightly CRM data.
Refresh Reports in Couple of Clicks
With ability to update your Excel workbooks from Insightly CRM in just a couple of clicks, you get reports that never expire.
Store Queries for Future Use
Skyvia allows storing queries online, in the query gallery. Save your queries and reuse them in other workbooks whenever you need.
Get Skyvia Query Excel Add-in
1
step
Register
Register a free Skyvia account. It is required for Skyvia Query Excel Add-in. You can run 5 queries per day completely free.
Sign Up for free2
step
Install
Install Skyvia Query Excel Add-in from Microsoft AppSource and create Excel reports from any data source with ease!
