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Business productivity ⇄ CRM

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

Keep eClinicalWorks 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 eClinicalWorks and Insightly

Sync what happens in eClinicalWorks 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 eClinicalWorks 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 Practitioners, Observations, Medications, Allergies in eClinicalWorks to Leads, Opportunities, Projects, Tasks in Insightly with bi-directional, real-time sync. Activity and record changes in eClinicalWorks update the matching contact or account in Insightly, and CRM data flows the other way wherever eClinicalWorks can store and use it.

Common use cases

  • Land encounter and billing-context data in a warehouse for utilization and revenue-cycle reporting.
  • Feed appointment events to reminder and messaging platforms to reduce no-shows.
  • 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

Where eClinicalWorks processes payments

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

Where eClinicalWorks can store CRM context: fields kept current

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

Where eClinicalWorks runs outreach

Prospects, sends, and replies sync into Insightly, keeping lead status current without manual imports.

What you can sync between eClinicalWorks 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.

eClinicalWorks objects Insightly objects
Practitioners Provider records used to keep directories and scheduling systems consistent. Organizations Company records map to accounts in ERPs and other CRMs.
Observations Labs and vitals, delivered via FHIR resources or HL7 ORU result messages. Leads Unqualified prospects sync in from forms and enrichment sources before conversion.
Medications Prescription and medication-list data within the patient record. Opportunities Pipeline records feed forecasting and warehouse-based reporting.
Allergies Allergy and intolerance entries in the clinical record. Projects Delivery records created from won opportunities sync with PSA and task tools.
Immunizations Vaccination history exposed for registries and patient apps. Tasks Activity records keep follow-ups consistent across systems.
Documents Clinical notes and attachments referenced from the chart. Events Calendar items sync for a complete activity timeline.
What ships with eClinicalWorks ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever eClinicalWorks 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 eClinicalWorks or Insightly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the eClinicalWorks and Insightly connectors work

eClinicalWorks

Integration surface
FHIR R4 REST API plus HL7 v2 interfaces (ADT, SIU, ORU) through an interface engine
Authentication
OAuth 2.0 / SMART on FHIR for the FHIR API; site-configured credentials for HL7 interface connections
Change detection
HL7 interface feeds push event messages as they occur; the FHIR API is polled
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and interface throughput agreements

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

    Choose tables

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

eClinicalWorks 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 eClinicalWorks and Insightly.

Popular · 8 of 386
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