Two-way sync
Changes in Insightly or Workday instantly reflect in both systems. No stale data, no manual imports.
Keep Insightly and Workday in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
Finance and sales describe the same customers in different systems. Insightly knows the relationship: who the contacts are and what is in motion with the account. Workday knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Journal Entries, Custom Reports (RaaS), Workers, Organizations in Workday to Custom Fields, Contacts, Organizations, Leads in Insightly with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
A won opportunity creates or updates the customer in Workday with the right billing details, so invoicing starts without re-keying.
Invoice and payment status from Workday appears on the account in Insightly, so reps see overdue balances before they promise the next order.
When a contact or address is corrected in Insightly, Workday gets the update before the next invoice goes out.
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 | Workday objects | |
|---|---|---|
| Leads Unqualified prospects sync in from forms and enrichment sources before conversion. | Organizations Supervisory and company hierarchies read to drive routing and reporting in other systems. | |
| Opportunities Pipeline records feed forecasting and warehouse-based reporting. | Positions Job seats synced with recruiting and planning tools. | |
| Projects Delivery records created from won opportunities sync with PSA and task tools. | Compensation Pay components read into payroll, planning, and equity systems under strict access control. | |
| Tasks Activity records keep follow-ups consistent across systems. | Time Off and Absence Balances and requests synced with scheduling and workforce tools. | |
| Events Calendar items sync for a complete activity timeline. | Payroll Results Completed pay data exported to finance and benefits systems. | |
| Notes Free-text context attaches to synced records for downstream visibility. | Suppliers Workday Financials vendor records aligned with procurement tools. |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Insightly–Workday connection.
Changes in Insightly or Workday instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Insightly or Workday data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Insightly or Workday record.
Track your Insightly ⇄ Workday sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Insightly and Workday.
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.
Authenticate Insightly and Workday with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Pick the Insightly and Workday 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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Insightly and Workday: authenticate both systems, choose the objects to sync (such as Insightly's Leads and Opportunities), map fields visually, and changes propagate both ways in milliseconds — no code required.
On the Workday side: Journal Entries, Custom Reports (RaaS), Workers, Organizations, plus custom fields where Workday exposes them. On the Insightly side: Custom Fields, Contacts, Organizations, Leads. Stacksync auto-detects both schemas and converts types between the two systems.
Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
Common patterns for Insightly and Workday: Where Insightly tracks deals: closed-won creates the finance record; Payment status on the account; Billing detail changes flow back. A won opportunity creates or updates the customer in Workday with the right billing details, so invoicing starts without re-keying.
Insightly: REST API (versioned). Authentication: API key sent via HTTP Basic authentication. Workday: SOAP Workday Web Services (WWS), a REST API, and Reports-as-a-Service (RaaS) endpoints for custom reports. Authentication: OAuth 2.0 for the REST API; integration system users with WS-Security or certificate-based auth for SOAP. Stacksync manages authentication, retries, and rate limits on both sides.
Workday: Workday data is effective-dated: records carry validity dates, and reads can be scoped to an as-of moment, which shapes how syncs interpret changes. Insightly: Insightly combines CRM and project management in one data model, so opportunities can convert into linked projects, and both object types are available over the same API. Stacksync's field mapping accounts for these differences between Insightly and Workday without custom code.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Insightly and Workday.