Real-time
Two-way sync
Changes in Bill or Insightly instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Bill to Insightly integration — real-time, two-way sync
Keep Bill 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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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 Bill and Insightly
Sync customers, invoices, and payment status between Bill 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. Bill 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 Bills, Vendors, Invoices, Customers in Bill to Products, Custom Fields, Contacts, Organizations 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 Read approved Bills and their line items into a Postgres warehouse for spend, accrual, and cash-flow reporting without CSV exports.
- 02 Sync Customers and Invoices from BILL AR into a CRM or ERP so sales and finance see billing and payment status on the account.
- 03 Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
- 04 Keep Insightly projects aligned with delivery or PSA tools after opportunities close
Common sync patterns
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.
Where Insightly tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Bill with the right billing details, so invoicing starts without re-keying.
Payment status on the account
Invoice and payment status from Bill appears on the account in Insightly, so reps see overdue balances before they promise the next order.
What you can sync between Bill 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.
| Bill objects | Insightly objects | How this pairing syncs | |
|---|---|---|---|
| Chart of Accounts GL accounts used to code bills and invoices; typically mastered in the accounting system and written into BILL for consistent coding. | Projects Delivery records created from won opportunities sync with PSA and task tools. | Chart of Accounts is specific to Bill and Projects to Insightly — each maps to any object or custom field on the other side. | |
| Bank Accounts Funding and deposit accounts; read to reconcile payments and posted transactions against the ledger. | Tasks Activity records keep follow-ups consistent across systems. | Bank Accounts is specific to Bill and Tasks to Insightly — each maps to any object or custom field on the other side. | |
| Vendor Credits and Credit Memos AP and AR adjustments applied against bills and invoices; synced so balances stay accurate on both sides. | Events Calendar items sync for a complete activity timeline. | Vendor Credits and Credit Memos is specific to Bill and Events to Insightly — each maps to any object or custom field on the other side. | |
| Bills Accounts-payable amounts owed to vendors, with bill line items; read and created via /v3/bills and pulled incrementally by filtering on createdTime/updatedTime. | Notes Free-text context attaches to synced records for downstream visibility. | Bills is specific to Bill and Notes to Insightly — each maps to any object or custom field on the other side. | |
| Vendors Payee master records; synced two-way with vendor/supplier tables in an ERP or accounting system so new payees don't have to be re-keyed. | Products Product catalog entries support line-item syncing on opportunities and quotes. | Vendors is specific to Bill and Products to Insightly — each maps to any object or custom field on the other side. | |
| Invoices Accounts-receivable invoices sent to customers; created and read via /v3/invoices to keep billing status aligned with the ERP or CRM. | Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. | Invoices is specific to Bill and Custom Fields to Insightly — each maps to any object or custom field on the other side. |
How changes propagate between Bill 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.
Bill Insightly Sub-second propagation
DetectionBill notifies Stacksync of record changes through webhook events. Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on.
DeliveryEach detected change is written to Insightly through its API, with automatic retries and rate-limit backoff.
Insightly Bill 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 Bill through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Bill: 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
- Insightly: Daily API request caps vary by Insightly plan.
What ships with Bill ⇄ Insightly
Connect Bill and Insightly for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Bill–Insightly connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Bill 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 Bill or Insightly record.
Observability
Monitoring
Track your Bill ⇄ Insightly sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Bill and Insightly.
How the Bill and Insightly connectors work
Bill
- Integration surface
- REST/JSON (BILL v3 Connect API)
- Authentication
- Session-based: POST /v3/login with username, password, organizationId, and a developer key (devKey) returns a sessionId that is passed with the devKey as headers on every subsequent call; OAuth is available for partner/embedded apps
- Change detection
- Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the fallback
- Capabilities
- read · write · webhooks
- Rate limits
- 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
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 Bill 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.
- 01
Connect your apps
Authenticate Bill 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.
Bill
connected
Insightly
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Bill 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.
objects · Bill ⇄ InsightlyCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Bill InsightlyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Bill and Insightly integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Bill and Insightly: authenticate both systems, choose the objects to sync (such as Bill's Chart of Accounts and Bank Accounts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Bill: List endpoints support filtering and sorting on createdTime and updatedTime with ISO 8601 date-time ranges, which sync engines use to pull only incremental changes. Insightly: Most core objects support custom fields, which is the standard place to land externally sourced data during syncs. Stacksync's field mapping accounts for these differences between Bill and Insightly without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Bill and Insightly records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Bill and Insightly connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Bill–Insightly integration in-house.
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Yes — Stacksync ships production-grade connectors for both Bill and Insightly. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Bill: Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the fallback. On Insightly: Polling on record updated-date fields. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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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