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CRM ⇄ ERP

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

Keep Insightly and SAP Business One 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 Business One

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

Insightly holds the customer relationship; SAP Business One 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 Notes, Products, Custom Fields, Contacts in Insightly with Warehouses, Price Lists, Activities, Business Partners in SAP Business One 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
  • Sync activities and service data with external support tools for teams that do not log into Business One.
  • Two-way sync of business partners between SAP Business One and a CRM so sales edits and finance records converge on one customer master.

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

Invoice and payment state from SAP Business One 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 Business One manages people and org data: keep Insightly aligned

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

What you can sync between Insightly and SAP Business One

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 Business One objects
Events Calendar items sync for a complete activity timeline. A/R Invoices Billing documents synced outward for CRM visibility and payment tracking.
Notes Free-text context attaches to synced records for downstream visibility. Purchase Orders Procurement documents exchanged with supplier-facing tools.
Products Product catalog entries support line-item syncing on opportunities and quotes. Deliveries Fulfillment documents read to update shipment status in external systems.
Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Journal Entries GL postings replicated for financial reporting.
Contacts Person records sync with marketing and support tools to keep one contact list. Warehouses Stock locations that scope inventory quantities in item syncs.
Organizations Company records map to accounts in ERPs and other CRMs. Price Lists Pricing data synced to quoting and e-commerce platforms.
What ships with Insightly ⇄ SAP Business One

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or SAP Business One 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 Business One record.

Observability

Monitoring

Track your Insightly ⇄ SAP Business One 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 Business One.

How the Insightly and SAP Business One 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 Business One

Integration surface
Service Layer, a REST API based on OData, plus the legacy COM-based DI API
Authentication
Session-based login with company database, username, and password against the Service Layer
Change detection
Polling on update timestamps; no general-purpose webhook mechanism on the standard surface
Capabilities
read · write
How it works

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

    Choose tables

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

Insightly and SAP Business One 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 Business One.

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