Skip to content
CRM ⇄ ERP

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

Keep Insightly and Syspro 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

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Insightly and Syspro

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

Insightly holds the customer relationship; Syspro 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 Custom Fields, Contacts, Organizations, Leads in Insightly with Sales orders, Purchase orders, Jobs (work orders), Bills of materials in Syspro 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

  • Deduplicate and align customer records between Insightly and an ERP or invoicing system
  • Two-way sync of Insightly contacts and organizations with a marketing automation platform
  • Mirror customers and AR invoices into a CRM so sales sees credit and billing status on the account
  • Extract job and WIP data into a warehouse for production and costing reports

Where Syspro manages people and org data: keep Insightly aligned

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

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

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

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

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

What you can sync between Insightly and Syspro

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 Syspro objects
Tasks Activity records keep follow-ups consistent across systems. Inventory items The stock master, kept aligned with WMS and e-commerce catalogs.
Events Calendar items sync for a complete activity timeline. Sales orders Orders written in from storefronts and CRMs, with status read back out.
Notes Free-text context attaches to synced records for downstream visibility. Purchase orders Procurement documents synced with supplier portals and receiving.
Products Product catalog entries support line-item syncing on opportunities and quotes. Jobs (work orders) Manufacturing jobs and WIP tracked for production reporting.
Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Bills of materials Product structures referenced when syncing manufacturing data.
Contacts Person records sync with marketing and support tools to keep one contact list. AR invoices Billing documents surfaced to CRMs and finance reporting.
What ships with Insightly ⇄ Syspro

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Syspro 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 Syspro record.

Observability

Monitoring

Track your Insightly ⇄ Syspro 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 Syspro.

How the Insightly and Syspro 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

Syspro

Integration surface
e.net Solutions business objects, exposed over REST and WCF interfaces in SYSPRO 8
Authentication
SYSPRO operator credentials exchanged for a session token
Change detection
Polling; the ERP does not expose a change feed to external consumers
Capabilities
read · write
Rate limits
Throughput depends on the customer's server sizing; many deployments are on-premise
How it works

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

    Choose tables

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

Insightly and Syspro 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 Syspro.

Popular · 8 of 386
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.