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Accounting and finance ⇄ CRM

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

Keep Adyen and Insightly 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 Adyen and Insightly

Sync customers, invoices, and payment status between Adyen 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. Adyen 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 Webhook Configurations, Settlement Detail Reports, Payments, Modifications (Captures, Refunds, Cancels) in Adyen to Opportunities, Projects, Tasks, Events 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

  • 01 Ingest AUTHORISATION, CAPTURE, REFUND, and CHARGEBACK webhooks into Postgres or a warehouse so finance reconciles Adyen settlements against orders in an ERP without manual report exports.
  • 02 Trigger a capture, refund, or cancel on an Adyen payment when an order's state changes in a CRM, OMS, or ERP, and write the returned pspReference and status back onto the record.
  • 03 Keep Insightly projects aligned with delivery or PSA tools after opportunities close
  • 04 Write product usage or billing data from internal databases into Insightly custom fields for account context

Common sync patterns

Payment status on the account

Invoice and payment status from Adyen 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, Adyen gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Insightly when chasing a balance, and sales sees that the chase is happening.

What you can sync between Adyen and Insightly

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.

Adyen objects Insightly objects How this pairing syncs
Stores Physical and online store entities under a merchant account (Management API); full CRUD, so new locations and their payment-method configuration can be provisioned from an internal admin source. Contacts Person records sync with marketing and support tools to keep one contact list. Stores is specific to Adyen and Contacts to Insightly — each maps to any object or custom field on the other side.
Users and API Credentials Customer Area users and API-credential objects managed via the Management API; created, updated, and deprovisioned to keep Adyen access aligned with an IdP or HR source. Organizations Company records map to accounts in ERPs and other CRMs. Users and API Credentials is specific to Adyen and Organizations to Insightly — each maps to any object or custom field on the other side.
Webhook Configurations Per-company or per-merchant webhook subscriptions (Management API); created, listed, and updated to control which events Adyen sends and to which endpoint and HMAC key. Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Webhook Configurations is specific to Adyen and Leads to Insightly — each maps to any object or custom field on the other side.
Settlement Detail Reports Downloadable reports of settled transactions, fees, and payouts per merchant account; read-only, delivered when a report webhook fires, and loaded for finance reconciliation. Opportunities Pipeline records feed forecasting and warehouse-based reporting. Settlement Detail Reports is specific to Adyen and Opportunities to Insightly — each maps to any object or custom field on the other side.
Payments Checkout API payment requests and results (/payments); created to authorize a card, wallet, or local payment, and retrieved by pspReference. Final state arrives asynchronously via the AUTHORISATION webhook. Projects Delivery records created from won opportunities sync with PSA and task tools. Payments is specific to Adyen and Projects to Insightly — each maps to any object or custom field on the other side.
Modifications (Captures, Refunds, Cancels) Actions on an authorized payment via /payments/{pspReference}/captures, /refunds, and /cancels; written to settle, return, or void funds, with results confirmed by CAPTURE and REFUND webhooks. Tasks Activity records keep follow-ups consistent across systems. Modifications (Captures, Refunds, Cancels) is specific to Adyen and Tasks to Insightly — each maps to any object or custom field on the other side.

How changes propagate between Adyen and Insightly

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Adyen Insightly Sub-second propagation

DetectionAdyen notifies Stacksync of record changes through webhook events. Standard webhooks for payment events (AUTHORISATION, CAPTURE, REFUND, CHARGEBACK, and more) plus Management, Balance Platform, and report webhooks.

DeliveryEach detected change is written to Insightly through its API, with automatic retries and rate-limit backoff.

Insightly Adyen Interval-based propagation

DetectionStacksync polls Insightly for changes on an incremental schedule, reading only records changed since the previous pass. Polling on record updated-date fields.

DeliveryEach detected change is written to Adyen through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Adyen: Adyen does not publish fixed numeric rate limits; excessive requests return HTTP 429, and the Management API reports 'too many requests' in the error detail. Adyen recommends exponential backoff, and no rate-limit response headers are documented.
  • Insightly: Daily API request caps vary by Insightly plan.
What ships with Adyen ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Adyen or Insightly 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 Adyen or Insightly record.

Observability

Monitoring

Track your Adyen ⇄ Insightly sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Adyen and Insightly.

How the Adyen and Insightly connectors work

Adyen

Integration surface
REST APIs on adyen.com - Checkout (/checkout/v71), Management (/v3), Balance Platform / Configuration, Transfers, Payouts, and Reports, with standard webhooks for events
Authentication
API key in the X-API-Key header per web service or Balance Platform user (primary for Checkout, Management, and Balance Platform); Basic auth for classic web-service users; OAuth 2.0 for partner integrations; client keys are client-side only
Change detection
Standard webhooks for payment events (AUTHORISATION, CAPTURE, REFUND, CHARGEBACK, and more) plus Management, Balance Platform, and report webhooks; all HMAC-signed and acknowledged with a 2xx within about 10 seconds. No database-style CDC; historical transactions come from Settlement Detail Reports
Capabilities
read · write · webhooks
Rate limits
Adyen does not publish fixed numeric rate limits; excessive requests return HTTP 429, and the Management API reports 'too many requests' in the error detail. Adyen recommends exponential backoff, and no rate-limit response headers are documented.

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
How it works

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

    Choose tables

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

Adyen and Insightly integration FAQ

SECURITY

Security teams trust 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

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