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CRM ⇄ ERP

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

Keep Insightly and Odoo 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 Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Insightly and Odoo

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

Insightly holds the customer relationship; Odoo 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 Projects, Tasks, Events, Notes in Insightly with Projects and Tasks (project.project / project.task), Contacts (res.partner), Sales Orders (sale.order), Invoices (account.move) in Odoo 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

  • Keep Insightly projects aligned with delivery or PSA tools after opportunities close
  • Write product usage or billing data from internal databases into Insightly custom fields for account context
  • Keep product and price list data aligned between Odoo and storefronts or marketplaces.
  • Sync employee records from an HR system of record into Odoo for expense and timesheet workflows.

Where Odoo manages people and org data: keep Insightly aligned

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

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

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

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

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

What you can sync between Insightly and Odoo

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 Odoo objects
Notes Free-text context attaches to synced records for downstream visibility. Projects and Tasks (project.project / project.task) Work items synced with external project tools.
Products Product catalog entries support line-item syncing on opportunities and quotes. Contacts (res.partner) The unified person/company record used across sales, invoicing, and purchasing; the anchor for CRM syncs.
Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Sales Orders (sale.order) Quotations and confirmed orders synced with e-commerce and external CRMs.
Contacts Person records sync with marketing and support tools to keep one contact list. Invoices (account.move) Customer invoices and journal entries synced with accounting and reporting tools.
Organizations Company records map to accounts in ERPs and other CRMs. Products (product.template / product.product) Catalog and variant data distributed to storefronts and quoting tools.
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. CRM Leads (crm.lead) Leads and opportunities synced with marketing and enrichment systems.
What ships with Insightly ⇄ Odoo

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Odoo 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 Odoo record.

Observability

Monitoring

Track your Insightly ⇄ Odoo 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 Odoo.

How the Insightly and Odoo 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

Odoo

Integration surface
XML-RPC and JSON-RPC external API exposing the full ORM (search_read, create, write, unlink)
Authentication
Database user credentials or per-user API keys
Change detection
Polling on the write_date timestamp every record carries; recent versions can also send outbound webhooks from automation rules
Capabilities
read · write · webhooks
Rate limits
Self-hosted instances have no fixed rate limits; Odoo Online is subject to the platform's fair-use limits
How it works

How to connect Insightly to Odoo — 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 Odoo 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
    Odoo connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Insightly and Odoo 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.

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:

Related integrations

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

Popular · 8 of 386
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