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CRM ⇄ ERP

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

Keep Insightly and SAP 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 SAP

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

Insightly holds the customer relationship; SAP 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 Organizations, Leads, Opportunities, Projects in Insightly with Business Partners, Materials (Products), Sales Orders, Purchase Orders in SAP 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

  • 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
  • Expose sales order and delivery status to customer portals through a synced Postgres database instead of direct SAP access.
  • Publish plant-level inventory to e-commerce and planning systems on change or on schedule.

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

Invoice and payment state from SAP 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.

Where SAP manages people and org data: keep Insightly aligned

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

What you can sync between Insightly and SAP

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 SAP objects
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. GL Accounts and Journal Entries Financial postings replicated to warehouses for group finance analytics.
Opportunities Pipeline records feed forecasting and warehouse-based reporting. Production Orders Manufacturing orders exchanged with MES and scheduling systems.
Projects Delivery records created from won opportunities sync with PSA and task tools. Inventory / Stock Plant and storage-location quantities synced to storefronts and planning tools.
Tasks Activity records keep follow-ups consistent across systems. Cost Centers Controlling masters read for mapping costs in finance integrations.
Events Calendar items sync for a complete activity timeline. Business Partners The unified customer and supplier master in S/4HANA, the anchor object for CRM and procurement syncs.
Notes Free-text context attaches to synced records for downstream visibility. Materials (Products) Item master with plant and sales views, synced to commerce, PLM, and CRM systems.
What ships with Insightly ⇄ SAP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or SAP 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 SAP record.

Observability

Monitoring

Track your Insightly ⇄ SAP 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 SAP.

How the Insightly and SAP 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

SAP

Integration surface
OData (v2/v4) APIs on S/4HANA; BAPI/RFC and IDoc on ECC and on-prem systems; SOAP services
Authentication
OAuth 2.0 or basic auth via communication arrangements on cloud editions; SAP user credentials for RFC on-prem
Change detection
Business events via SAP Event Mesh on S/4HANA; change pointers with IDocs or timestamp polling on ECC
Capabilities
read · write · webhooks
Rate limits
Throttling is configured at the gateway and tenant level rather than as a single published rate limit
How it works

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

    Choose tables

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

Insightly and SAP 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 SAP.

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