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Business productivity ⇄ CRM

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

Keep Atlassian 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 Atlassian and Insightly

Sync what happens in Atlassian with the customer records in Insightly, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Atlassian holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Issue Comments, Attachments, Custom Fields, Workflows and Statuses in Atlassian to Organizations, Leads, Opportunities, Projects in Insightly with bi-directional, real-time sync. Activity and record changes in Atlassian update the matching contact or account in Insightly, and CRM data flows the other way wherever Atlassian can store and use it.

Common use cases

  • Keep Jira and a second tracker (for example a customer's Jira instance) aligned during co-delivery projects.
  • Sync Confluence page metadata into a knowledge index so other tools can link to current documentation.
  • Write product usage or billing data from internal databases into Insightly custom fields for account context
  • Deduplicate and align customer records between Insightly and an ERP or invoicing system

Where Atlassian supplies contact or company data

Enriched fields land directly on records in Insightly, and refreshes keep them from going stale.

Where Atlassian can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Insightly sync into Atlassian, so people working there have the context without switching tools.

Where Atlassian handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Insightly, so sales sees open issues before the next call.

What you can sync between Atlassian 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.

Atlassian objects Insightly objects
Jira Issues The central work item, synced two-way with CRMs, support desks, and other trackers. Tasks Activity records keep follow-ups consistent across systems.
Jira Projects Containers that scope issues, workflows, and permissions for a sync. Events Calendar items sync for a complete activity timeline.
Boards and Sprints Agile structures read to report on sprint contents and status. Notes Free-text context attaches to synced records for downstream visibility.
Issue Comments Threaded discussion synced into linked tickets in external systems. Products Product catalog entries support line-item syncing on opportunities and quotes.
Attachments Files on issues mirrored to paired records where needed. Custom Fields Per-object custom fields carry enrichment and billing data written from external systems.
Custom Fields Instance-specific fields (customfield IDs) that carry most business-specific data in syncs. Contacts Person records sync with marketing and support tools to keep one contact list.
What ships with Atlassian ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Atlassian 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 Atlassian or Insightly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Atlassian and Insightly connectors work

Atlassian

Integration surface
REST APIs per product (Jira Cloud and Confluence Cloud)
Authentication
OAuth 2.0 (3LO) for apps or API tokens with basic auth for scripts
Change detection
Webhooks on issue and page events, plus JQL polling on the updated timestamp for backfill
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 Atlassian 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 Atlassian 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
    Atlassian connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Atlassian 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 · Atlassian ⇄ 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
    Atlassian Insightly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Atlassian 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 Atlassian and Insightly.

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