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CRM ⇄ ERP

Insightly to SAP S/4HANA integration — real-time, two-way sync

Keep Insightly and SAP S/4HANA 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 S/4HANA

Close the gap between front office and back office: Insightly and SAP S/4HANA share customers and status in real time, in both directions.

Insightly holds the customer relationship; SAP S/4HANA 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 Opportunities, Projects, Tasks, Events in Insightly with Deliveries, Journal Entries, Customer / Supplier Roles, Production Orders in SAP S/4HANA 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

  • 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
  • Feed S/4HANA financial and logistics documents into a data warehouse for reporting without custom ABAP extracts.
  • Keep supplier records aligned between S/4HANA procurement and third-party spend platforms.

Where SAP S/4HANA manages people and org data: keep Insightly aligned

Owners, territories, and org structure informed by SAP S/4HANA stay current in Insightly.

Where SAP S/4HANA handles order-to-cash: closed-won flows through

A deal won in Insightly creates or updates the customer in SAP S/4HANA with clean data, so fulfillment and invoicing start without re-entry.

Where SAP S/4HANA is the finance system of record: money status on the account

Invoice and payment state from SAP S/4HANA shows on the account in Insightly, so reps see balances before promising the next order.

What you can sync between Insightly and SAP S/4HANA

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 S/4HANA objects
Notes Free-text context attaches to synced records for downstream visibility. Purchase Orders Procurement documents shared with supplier portals and spend-management tools.
Products Product catalog entries support line-item syncing on opportunities and quotes. Products / Materials Material master data distributed to e-commerce, PIM, and CRM catalogs.
Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Billing Documents (Invoices) Invoice data pushed to CRMs and payment or collections tools for finance visibility.
Contacts Person records sync with marketing and support tools to keep one contact list. Deliveries Outbound delivery status synced to customer-facing systems for order tracking.
Organizations Company records map to accounts in ERPs and other CRMs. Journal Entries Financial postings read into warehouses and consolidation tools for reporting.
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Customer / Supplier Roles Role-specific views of Business Partners mapped to CRM account types.
What ships with Insightly ⇄ SAP S/4HANA

Connect Insightly and SAP S/4HANA for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Insightly–SAP S/4HANA connection.

Real-time

Two-way sync

Changes in Insightly or SAP S/4HANA instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or SAP S/4HANA 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 S/4HANA record.

Observability

Monitoring

Track your Insightly ⇄ SAP S/4HANA 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 S/4HANA.

How the Insightly and SAP S/4HANA 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 S/4HANA

Integration surface
OData REST APIs (v2/v4), with SOAP, BAPI/RFC, and IDoc interfaces on on-premise editions
Authentication
OAuth 2.0 with communication arrangements on cloud editions; basic auth or certificate-based on-premise
Change detection
Polling on change timestamps exposed by the OData services; business events can be emitted through SAP's event infrastructure on cloud editions
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits, which vary by edition and communication arrangement
How it works

How to connect Insightly to SAP S/4HANA — 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 S/4HANA 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 S/4HANA connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Insightly and SAP S/4HANA 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 S/4HANA
    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 S/4HANA
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Insightly and SAP S/4HANA 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 S/4HANA.

Popular · 8 of 386
All Insightly integrations All SAP S/4HANA integrations Browse all integrations
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