Real-time
Two-way sync
Changes in Ceridian Dayforce or Insightly instantly reflect in both systems. No stale data, no manual imports.
Human resources ⇄ CRM
Ceridian Dayforce to Insightly integration — real-time, two-way sync
Keep Ceridian Dayforce 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.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Ceridian Dayforce and Insightly
Keep the people who own accounts in Insightly in step with the workforce records in Ceridian Dayforce, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.
Insightly runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Ceridian Dayforce. Ceridian Dayforce is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.
Stacksync syncs Projects, Tasks, Events, Notes in Insightly with Employee Punches & Raw Clock Entries, Employee Schedules, Org Units, Departments, Jobs & Positions, Time Away From Work & Balances in Ceridian Dayforce field by field, in real time, and in both directions. You decide which system owns which fields, so Ceridian Dayforce stays authoritative on roles and org structure while Insightly keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.
Common use cases
- 01 Keep Insightly projects aligned with delivery or PSA tools after opportunities close
- 02 Write product usage or billing data from internal databases into Insightly custom fields for account context
- 03 Replicate Compensation Summary and pay data into a warehouse for headcount, labor-cost, and compensation reporting without manual BI exports.
- 04 Sync time data by posting raw clock entries from a third-party scheduling tool into Dayforce, or pulling Employee Punches and Schedules into a workforce-analytics database.
Common sync patterns
Ownership and territory follow the org chart
When a person changes team, manager, or region in Ceridian Dayforce, their accounts and territory assignments in Insightly update to match, so pipeline stays with the right owner.
Deactivate access when someone leaves
When Ceridian Dayforce marks a worker as departed, the matching user in Insightly is flagged or deactivated, so former employees do not keep CRM access after their last day.
One directory of people
A person's name, title, email, phone, or manager corrected in either system updates the other, so both stop maintaining separate copies of the same individual.
What you can sync between Ceridian Dayforce 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.
| Ceridian Dayforce objects | Insightly objects | How this pairing syncs | |
|---|---|---|---|
| Employment Status Effective-dated employment status and type (active, leave, terminated) that drives active/terminated state for downstream provisioning; read, and writable as new dated status records. | Projects Delivery records created from won opportunities sync with PSA and task tools. | Employment Status is specific to Ceridian Dayforce and Projects to Insightly — each maps to any object or custom field on the other side. | |
| Work Assignments Effective-dated position, department, location, and org-unit assignment; the most-synced record for org charts, provisioning, and analytics. Read and updatable via PATCH. | Tasks Activity records keep follow-ups consistent across systems. | Work Assignments is specific to Ceridian Dayforce and Tasks to Insightly — each maps to any object or custom field on the other side. | |
| Compensation Summary & Pay Adjustments Compensation Summary returns pay rate and frequency for reporting; Employee Pay Adjustments are written as effective-dated records via PATCH to post pay changes back to Dayforce. | Events Calendar items sync for a complete activity timeline. | Compensation Summary & Pay Adjustments is specific to Ceridian Dayforce and Events to Insightly — each maps to any object or custom field on the other side. | |
| Employee Punches & Raw Clock Entries Time-and-attendance punches; raw clock entries are added with POST and punches removed with DELETE, so time data flows both ways between Dayforce and scheduling or workforce tools. | Notes Free-text context attaches to synced records for downstream visibility. | Employee Punches & Raw Clock Entries is specific to Ceridian Dayforce and Notes to Insightly — each maps to any object or custom field on the other side. | |
| Employee Schedules Shift and schedule assignments; created and updated through POST and PATCH schedule endpoints and paged with pageSize, used to push schedules from a WFM tool or pull them for analytics. | Products Product catalog entries support line-item syncing on opportunities and quotes. | Employee Schedules is specific to Ceridian Dayforce and Products to Insightly — each maps to any object or custom field on the other side. | |
| Org Units, Departments, Jobs & Positions Configuration reference data; POST creates org units and departments and PATCH updates job, position, department, and org-unit data. Used to resolve and validate XRefCodes when mapping employee writes. | Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. | Org Units, Departments, Jobs & Positions is specific to Ceridian Dayforce and Custom Fields to Insightly — each maps to any object or custom field on the other side. |
How changes propagate between Ceridian Dayforce 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.
Ceridian Dayforce Insightly Sub-second propagation
DetectionCeridian Dayforce notifies Stacksync of record changes through webhook events. No CDC stream.
DeliveryEach detected change is written to Insightly through its API, with automatic retries and rate-limit backoff.
Insightly Ceridian Dayforce 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 Ceridian Dayforce through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Ceridian Dayforce: Dayforce does not publish numeric rate limits; thresholds vary by tenant and exceeding them returns HTTP 429, so large employee reads are paged (pageSize) and throttled with backoff. Employee list calls return XRefCodes only, so each employee needs a follow-up GET.
- Insightly: Daily API request caps vary by Insightly plan.
What ships with Ceridian Dayforce ⇄ Insightly
Connect Ceridian Dayforce and Insightly for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Ceridian Dayforce–Insightly connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Ceridian Dayforce 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 Ceridian Dayforce or Insightly record.
Observability
Monitoring
Track your Ceridian Dayforce ⇄ Insightly sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Ceridian Dayforce and Insightly.
How the Ceridian Dayforce and Insightly connectors work
Ceridian Dayforce
- Integration surface
- REST API (Dayforce RESTful Web Services, v1/v2), JSON payloads
- Authentication
- HTTP Basic authentication with a dedicated Web Services user plus the client namespace (Company ID), or an OAuth 2.0 access token from the Dayforce identity endpoint (POST dfid.dayforcehcm.com/connect/token, client_id Dayforce.HCMAnywhere.Client). Token-based auth is recommended, and the Web Services role with the Read Data subfeature must be enabled on the account.
- Change detection
- No CDC stream. Broad change detection uses delta polling on GET Employees with filterUpdatedStartDate/filterUpdatedEndDate and filterUpdatedEntities to pull only records changed in a window. Dayforce also has native Event Notifications (the Notification Publisher) for lifecycle events — hire, rehire, terminate, and workflow validation — delivered by push to a receiver service or by querying unacknowledged notifications; the publisher runs roughly hourly and each notification must be acknowledged.
- Capabilities
- read · write · webhooks
- Rate limits
- Dayforce does not publish numeric rate limits; thresholds vary by tenant and exceeding them returns HTTP 429, so large employee reads are paged (pageSize) and throttled with backoff. Employee list calls return XRefCodes only, so each employee needs a follow-up GET.
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 Ceridian Dayforce 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 Ceridian Dayforce 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.
Ceridian Dayforce
connected
Insightly
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Ceridian Dayforce 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 · Ceridian Dayforce ⇄ 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.
Ceridian Dayforce InsightlyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Ceridian Dayforce and Insightly integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Ceridian Dayforce and Insightly: authenticate both systems, choose the objects to sync (such as Ceridian Dayforce's Employment Status and Work Assignments), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Insightly side: Projects, Tasks, Events, Notes, plus custom fields where Insightly exposes them. On the Ceridian Dayforce side: Employee Punches & Raw Clock Entries, Employee Schedules, Org Units, Departments, Jobs & Positions, Time Away From Work & Balances. Stacksync auto-detects both schemas and converts types between the two systems.
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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.
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Common patterns for Ceridian Dayforce and Insightly: Ownership and territory follow the org chart; Deactivate access when someone leaves; One directory of people. When a person changes team, manager, or region in Ceridian Dayforce, their accounts and territory assignments in Insightly update to match, so pipeline stays with the right owner.
-
Ceridian Dayforce: REST API (Dayforce RESTful Web Services, v1/v2), JSON payloads. Authentication: HTTP Basic authentication with a dedicated Web Services user plus the client namespace (Company ID), or an OAuth 2.0 access token from the Dayforce identity endpoint (POST dfid.dayforcehcm.com/connect/token, client_id Dayforce.HCMAnywhere.Client). Token-based auth is recommended, and the Web Services role with the Read Data subfeature must be enabled on the account. Insightly: REST API (versioned). Authentication: API key sent via HTTP Basic authentication. Stacksync manages authentication, retries, and rate limits on both sides.
-
Insightly: Most core objects support custom fields, which is the standard place to land externally sourced data during syncs. Ceridian Dayforce: Delta sync uses filterUpdatedStartDate and filterUpdatedEndDate plus filterUpdatedEntities (EmploymentStatuses, WorkAssignments, and others) to pull only records changed within a window. Stacksync's field mapping accounts for these differences between Ceridian Dayforce and Insightly without custom code.
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
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 516 integrations available for Ceridian Dayforce and Insightly.
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