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Business productivity ⇄ CRM

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

Keep ConnectWise 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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Migrated from Mulesoft
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect ConnectWise and Insightly

Sync what happens in ConnectWise 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 ConnectWise 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 Companies, Contacts, Service Tickets, Opportunities in ConnectWise to Tasks, Events, Notes, Products in Insightly with bi-directional, real-time sync. Activity and record changes in ConnectWise update the matching contact or account in Insightly, and CRM data flows the other way wherever ConnectWise can store and use it.

Common use cases

  • Reconcile ConnectWise invoices and agreements against the accounting system to catch billing gaps.
  • Keep configuration (asset) records aligned with an external CMDB or RMM tool.
  • Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
  • Keep Insightly projects aligned with delivery or PSA tools after opportunities close

Where ConnectWise 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.

Where ConnectWise supplies contact or company data

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

Where ConnectWise processes payments

Charges, refunds, and subscription changes appear on the account in Insightly, so revenue context lives with the relationship.

What you can sync between ConnectWise 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.

ConnectWise objects Insightly objects
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Products Product catalog entries support line-item syncing on opportunities and quotes.
Projects Project and phase records synced for delivery tracking outside the PSA. Custom Fields Per-object custom fields carry enrichment and billing data written from external systems.
Time Entries Logged technician time, often exported for payroll and invoicing checks. Contacts Person records sync with marketing and support tools to keep one contact list.
Invoices Billing records reconciled against accounting systems. Organizations Company records map to accounts in ERPs and other CRMs.
Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. Leads Unqualified prospects sync in from forms and enrichment sources before conversion.
Members Internal users and technicians referenced by tickets and time entries. Opportunities Pipeline records feed forecasting and warehouse-based reporting.
What ships with ConnectWise ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise 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 ConnectWise or Insightly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the ConnectWise and Insightly connectors work

ConnectWise

Integration surface
REST API
Authentication
Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
Change detection
Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits per company and integration

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

    Choose tables

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

ConnectWise 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 ConnectWise and Insightly.

Popular · 8 of 386
All ConnectWise integrations All Insightly integrations Browse all integrations
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