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CRM ⇄ ERP

Insightly to Dynamics 365 Business Central integration — real-time, two-way sync

Keep Insightly and Dynamics 365 Business Central 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 Insightly and Dynamics 365 Business Central

Close the gap between front office and back office: Insightly and Dynamics 365 Business Central share customers and status in real time, in both directions.

Insightly holds the customer relationship; Dynamics 365 Business Central 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 Events, Notes, Products, Custom Fields in Insightly with Dimensions, Payments, Customers, Vendors in Dynamics 365 Business Central 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

  • 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
  • Create sales orders in Business Central automatically from e-commerce or CRM order records, and sync fulfillment status back.
  • Mirror items and inventory levels into external channels so stock data stays current outside the ERP.

Where Dynamics 365 Business Central handles order-to-cash: closed-won flows through

A deal won in Insightly creates or updates the customer in Dynamics 365 Business Central with clean data, so fulfillment and invoicing start without re-entry.

Where Dynamics 365 Business Central is the finance system of record: money status on the account

Invoice and payment state from Dynamics 365 Business Central shows on the account in Insightly, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

What you can sync between Insightly and Dynamics 365 Business Central

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.

Insightly objects Dynamics 365 Business Central objects
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Vendors Supplier master data synced with procurement and AP automation tools.
Opportunities Pipeline records feed forecasting and warehouse-based reporting. Items Product and inventory records aligned with e-commerce and warehouse systems.
Projects Delivery records created from won opportunities sync with PSA and task tools. Sales Orders Order headers and lines created from external channels and read back for fulfillment status.
Tasks Activity records keep follow-ups consistent across systems. Sales Invoices Billing documents synced to CRMs and payment platforms.
Events Calendar items sync for a complete activity timeline. Purchase Orders Procurement documents exchanged with supplier-facing systems.
Notes Free-text context attaches to synced records for downstream visibility. General Ledger Entries Posted financial transactions read for reporting; posted entries are immutable.
What ships with Insightly ⇄ Dynamics 365 Business Central

Connect Insightly and Dynamics 365 Business Central for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Insightly–Dynamics 365 Business Central connection.

Real-time

Two-way sync

Changes in Insightly or Dynamics 365 Business Central instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Dynamics 365 Business Central 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 Insightly or Dynamics 365 Business Central record.

Observability

Monitoring

Track your Insightly ⇄ Dynamics 365 Business Central sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Insightly and Dynamics 365 Business Central.

How the Insightly and Dynamics 365 Business Central connectors work

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

Dynamics 365 Business Central

Integration surface
REST API built on OData v4 (standard API v2.0), extensible with custom API pages in AL
Authentication
OAuth 2.0 via Microsoft Entra ID
Change detection
API webhooks (change notifications on subscribed entities) plus polling on lastModifiedDateTime
Capabilities
read · write · webhooks
How it works

How to connect Insightly to Dynamics 365 Business Central — 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 Insightly and Dynamics 365 Business Central 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
    Insightly connected
    Dynamics 365 Business Central connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Insightly and Dynamics 365 Business Central 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 · Insightly ⇄ Dynamics 365 Business Central
    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
    Insightly Dynamics 365 Business Central
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Insightly and Dynamics 365 Business Central 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 Insightly and Dynamics 365 Business Central.

Popular · 8 of 386
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