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CRM ⇄ Accounting and finance

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

Keep Insightly and Pigment 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 Pigment

Sync customers, invoices, and payment status between Pigment and Insightly in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Insightly knows the relationship: who the contacts are and what is in motion with the account. Pigment knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Dimension lists, Tables, Scenarios, Data imports in Pigment to Products, Custom Fields, Contacts, Organizations in Insightly with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • Sync headcount and compensation data from an HRIS into workforce planning models.
  • Push CRM pipeline data (deals, stages, amounts) into Pigment for revenue and capacity planning.
  • 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

Billing detail changes flow back

When a contact or address is corrected in Insightly, Pigment gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Insightly when chasing a balance, and sales sees that the chase is happening.

Where Insightly tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Pigment with the right billing details, so invoicing starts without re-keying.

What you can sync between Insightly and Pigment

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 Pigment objects
Notes Free-text context attaches to synced records for downstream visibility. Scenarios Versions such as budget, forecast, and actuals that give exported figures their context
Products Product catalog entries support line-item syncing on opportunities and quotes. Data imports Scheduled loads that bring actuals from ERPs, CRMs, and HRIS into the model
Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Users and permissions Access controls governing which model areas a sync can touch
Contacts Person records sync with marketing and support tools to keep one contact list. Applications Planning models organized by domain such as finance, sales, or workforce
Organizations Company records map to accounts in ERPs and other CRMs. Metrics Multidimensional values holding plans and actuals; the main target for inbound data
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Dimension lists Master data like accounts, products, or employees that metrics are sliced by
What ships with Insightly ⇄ Pigment

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Pigment 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 Pigment record.

Observability

Monitoring

Track your Insightly ⇄ Pigment 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 Pigment.

How the Insightly and Pigment 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

Pigment

Integration surface
REST-based import and export API
Authentication
API keys, issued separately for import and export
Change detection
no change feed; syncs run scheduled imports and exports
Capabilities
read · write
Rate limits
subject to the platform's API rate limits
How it works

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

    Choose tables

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

Insightly and Pigment 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 Pigment.

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