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ERP ⇄ CRM

Acumatica to Insightly integration — real-time, two-way sync

Keep Acumatica and Insightly in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Acumatica and Insightly

Close the gap between front office and back office: Insightly and Acumatica share customers and status in real time, in both directions.

Insightly holds the customer relationship; Acumatica runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Organizations, Leads, Opportunities, Projects in Insightly with Purchase Orders, Stock Items, Shipments, Payments in Acumatica field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Two-way sync of Insightly contacts and organizations with a marketing automation platform
  • Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
  • Create sales orders in Acumatica from e-commerce platforms and sync shipment and tracking status back to the storefront.
  • Mirror stock items and quantities to external channels so availability stays accurate across systems.

Where Acumatica manages people and org data: keep Insightly aligned

Owners, territories, and org structure informed by Acumatica stay current in Insightly.

Where Acumatica handles order-to-cash: closed-won flows through

A deal won in Insightly creates or updates the customer in Acumatica with clean data, so fulfillment and invoicing start without re-entry.

Where Acumatica is the finance system of record: money status on the account

Invoice and payment state from Acumatica shows on the account in Insightly, so reps see balances before promising the next order.

What you can sync between Acumatica and Insightly

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Acumatica objects Insightly objects
Shipments Fulfillment documents read to update tracking in storefronts and CRMs. Leads Unqualified prospects sync in from forms and enrichment sources before conversion.
Payments Customer payment records reconciled against invoices from payment platforms. Opportunities Pipeline records feed forecasting and warehouse-based reporting.
Journal Transactions GL entries replicated into reporting databases. Projects Delivery records created from won opportunities sync with PSA and task tools.
Projects Project cost and billing structures synced with delivery tools. Tasks Activity records keep follow-ups consistent across systems.
Opportunities and Cases Built-in CRM records synced with external sales and support tools. Events Calendar items sync for a complete activity timeline.
Customers AR master data synced with CRMs and billing tools. Notes Free-text context attaches to synced records for downstream visibility.
What ships with Acumatica ⇄ Insightly

Connect Acumatica and Insightly for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Acumatica–Insightly connection.

Real-time

Two-way sync

Changes in Acumatica or Insightly instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Acumatica or Insightly data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Acumatica or Insightly record.

Observability

Monitoring

Track your Acumatica ⇄ Insightly sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Acumatica and Insightly.

How the Acumatica and Insightly connectors work

Acumatica

Integration surface
Contract-based REST API (JSON over versioned endpoints), plus SOAP web services and OData access to Generic Inquiries
Authentication
OAuth 2.0 or cookie-based session login with Acumatica credentials
Change detection
Push notifications configurable on data changes, plus polling on LastModifiedDateTime fields
Capabilities
read · write · webhooks

Insightly

Integration surface
REST API (versioned)
Authentication
API key sent via HTTP Basic authentication
Change detection
Polling on record updated-date fields
Capabilities
read · write
Rate limits
Daily API request caps vary by Insightly plan
How it works

How to connect Acumatica to Insightly — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Acumatica and Insightly with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Acumatica connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Acumatica and Insightly objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Acumatica ⇄ Insightly
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Acumatica Insightly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Acumatica and Insightly integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Acumatica and Insightly.

Popular · 8 of 386
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