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CRM ⇄ ERP

Insightly to Visibility ERP integration — real-time data sync

Keep Insightly and Visibility ERP 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
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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 Visibility ERP

Flow Visibility ERP data into Insightly in real time — no exports, no schedulers, no custom scripts.

Visibility ERP is a read-only source: Stacksync reads its data in real time and delivers it into Insightly, so Insightly always reflects the current state of Visibility ERP — without exports, scripts, or schedulers.

Insightly holds the customer relationship; Visibility ERP 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.

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
  • Feed inventory and work-order status into a warehouse for on-time-delivery reporting.
  • Keep supplier and purchase-order data aligned with procurement analytics tools.

Where Visibility ERP handles order-to-cash: closed-won flows through

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

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

Invoice and payment state from Visibility ERP 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.

What you can sync between Insightly and Visibility ERP

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 Visibility ERP objects
Projects Delivery records created from won opportunities sync with PSA and task tools. Vendors Supplier records used in procurement.
Tasks Activity records keep follow-ups consistent across systems. Parts and Items Engineering and inventory item master data.
Events Calendar items sync for a complete activity timeline. Bills of Material Multi-level product structures central to engineer-to-order manufacturing.
Notes Free-text context attaches to synced records for downstream visibility. Projects Contract and project records that group orders, costs, and schedules.
Products Product catalog entries support line-item syncing on opportunities and quotes. Work Orders Shop-floor production orders tracked for status and cost.
Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Sales Orders Customer orders with lines and delivery schedules.
What ships with Insightly ⇄ Visibility ERP

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Visibility ERP 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 Visibility ERP record.

Observability

Monitoring

Track your Insightly ⇄ Visibility ERP 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 Visibility ERP.

How the Insightly and Visibility ERP 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

Visibility ERP

Integration surface
Vendor-provided integration surface (.NET web services); direct database access is a common path in on-premise deployments
Authentication
Application or database credentials, depending on the integration path
Change detection
Polling against tables or modified timestamps; no public event or CDC interface is documented
Capabilities
read
How it works

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

    Choose tables

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

Insightly and Visibility ERP 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 Visibility ERP.

Popular · 8 of 386
All Insightly integrations All Visibility ERP integrations Browse all integrations
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