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CRM ⇄ Accounting and finance

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

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.

  • 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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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 Workday

Sync customers, invoices, and payment status between Workday and Insightly in real time, so sales sees the money and finance sees the relationship.

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.

Common use cases

  • Keep supervisory-organization hierarchies aligned with planning and workforce tools that model the same structure.
  • Sync worker records from Workday into IT and identity systems so hires, transfers, and terminations provision access automatically.
  • 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

Where Insightly tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Workday with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Workday appears on the account in Insightly, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Insightly, Workday gets the update before the next invoice goes out.

What you can sync between Insightly and Workday

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.
What ships with Insightly ⇄ Workday

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Workday 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 Workday record.

Observability

Monitoring

Track your Insightly ⇄ Workday 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 Workday.

How the Insightly and Workday 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

Workday

Integration surface
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
Change detection
Polling, including transaction-log criteria on SOAP operations to fetch objects changed since a given moment; no general webhook surface
Capabilities
read · write
How it works

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

    Choose tables

    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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Insightly ⇄ Workday
    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 Workday
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Insightly and Workday 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 Workday.

Popular · 8 of 386
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