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ERP ⇄ CRM

Cin7 to Insightly integration — real-time, two-way sync

Keep Cin7 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 Fivetran
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Migrated from Celigo
Why teams connect Cin7 and Insightly

Close the gap between front office and back office: Insightly and Cin7 share customers and status in real time, in both directions.

Insightly holds the customer relationship; Cin7 runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Projects, Tasks, Events, Notes in Insightly with Purchase orders, Contacts, Branches / locations, Stock adjustments and transfers in Cin7 field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Keep Insightly projects aligned with delivery or PSA tools after opportunities close
  • Write product usage or billing data from internal databases into Insightly custom fields for account context
  • Write purchase orders created in a planning tool back into Cin7 for receiving.
  • Consolidate stock movements from multiple branches into one reporting database.

Where Cin7 is the finance system of record: money status on the account

Invoice and payment state from Cin7 shows on the account in Insightly, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Cin7 manages people and org data: keep Insightly aligned

Owners, territories, and org structure informed by Cin7 stay current in Insightly.

What you can sync between Cin7 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.

Cin7 objects Insightly objects
Contacts Customers and suppliers, matched to CRM records to keep account data consistent. Events Calendar items sync for a complete activity timeline.
Branches / locations Warehouse entities that scope every stock movement and order allocation. Notes Free-text context attaches to synced records for downstream visibility.
Stock adjustments and transfers Inventory movements read for audit and reconciliation reporting. Products Product catalog entries support line-item syncing on opportunities and quotes.
Credit notes / returns Return documents synced so finance and support see the same refund state. Custom Fields Per-object custom fields carry enrichment and billing data written from external systems.
Products SKU records with options and pricing, synced with storefront and marketplace catalogs. Contacts Person records sync with marketing and support tools to keep one contact list.
Inventory levels Stock on hand by branch or location, published outward for availability. Organizations Company records map to accounts in ERPs and other CRMs.
What ships with Cin7 ⇄ Insightly

Connect Cin7 and Insightly for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Cin7–Insightly connection.

Real-time

Two-way sync

Changes in Cin7 or Insightly instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Cin7 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 Cin7 or Insightly record.

Observability

Monitoring

Track your Cin7 ⇄ Insightly sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Cin7 and Insightly.

How the Cin7 and Insightly connectors work

Cin7

Integration surface
REST API; note that Cin7 Omni and Cin7 Core (formerly DEAR Systems) are separate products with separate APIs
Authentication
API key credentials (paired with a username or account ID, depending on the product)
Change detection
Polling on modified-date filters; webhook support exists on some editions for order and stock events
Capabilities
read · write · webhooks
Rate limits
Subject to per-account API rate limits that differ between Cin7 Omni and Cin7 Core

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 Cin7 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 Cin7 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
    Cin7 connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Cin7 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 · Cin7 ⇄ 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
    Cin7 Insightly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Cin7 and Insightly 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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Cin7 and Insightly.

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