Real-time
Two-way sync
Changes in Clari or Insightly instantly reflect in both systems. No stale data, no manual imports.
CRM
Clari to Insightly integration — real-time, two-way sync
Keep Clari 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 Celigo
Why teams connect Clari and Insightly
Run Clari and Insightly side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Audit Events, Forecast, Quota, Opportunities in Clari with Notes, Products, Custom Fields, Contacts in Insightly in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
Common use cases
- 01 Pull Activity (Capture) meetings and emails, mapped to their accounts and opportunities, into a database for coverage and engagement analysis.
- 02 Write warehouse-computed health scores and usage metrics onto Clari Opportunity records as field extensions via the ingest API so deal reviews show product signals.
- 03 Deduplicate and align customer records between Insightly and an ERP or invoicing system
- 04 Two-way sync of Insightly contacts and organizations with a marketing automation platform
Common sync patterns
Where both track pipeline: deal visibility across systems
Deal stage and value on shared accounts stay visible from either CRM.
Post-acquisition consolidation
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
Migration with a parallel run
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
What you can sync between Clari 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.
| Clari objects | Insightly objects | How this pairing syncs | |
|---|---|---|---|
| Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. | Opportunities Pipeline records feed forecasting and warehouse-based reporting. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. | Organizations Company records map to accounts in ERPs and other CRMs. | Account field extensions is specific to Clari and Organizations to Insightly — each maps to any object or custom field on the other side. | |
| Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. | Leads Unqualified prospects sync in from forms and enrichment sources before conversion. | Opportunity field extensions is specific to Clari and Leads to Insightly — each maps to any object or custom field on the other side. | |
| Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. | Projects Delivery records created from won opportunities sync with PSA and task tools. | Audit Events is specific to Clari and Projects to Insightly — each maps to any object or custom field on the other side. | |
| Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. | Tasks Activity records keep follow-ups consistent across systems. | Forecast is specific to Clari and Tasks to Insightly — each maps to any object or custom field on the other side. | |
| Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. | Events Calendar items sync for a complete activity timeline. | Quota is specific to Clari and Events to Insightly — each maps to any object or custom field on the other side. |
How changes propagate between Clari 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.
Clari Insightly Interval-based propagation
DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).
DeliveryEach detected change is written to Insightly through its API, with automatic retries and rate-limit backoff.
Insightly Clari 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 Clari through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
- Insightly: Daily API request caps vary by Insightly plan.
What ships with Clari ⇄ Insightly
Connect Clari and Insightly for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clari–Insightly connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Clari 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 Clari or Insightly record.
Observability
Monitoring
Track your Clari ⇄ Insightly sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Clari and Insightly.
How the Clari and Insightly connectors work
Clari
- Integration surface
- REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
- Authentication
- API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
- Change detection
- Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
- Capabilities
- read · write
- Rate limits
- Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
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 Clari 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 Clari 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.
Clari
connected
Insightly
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Clari 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 · Clari ⇄ 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.
Clari InsightlyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Clari and Insightly integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Clari and Insightly: authenticate both systems, choose the objects to sync (such as Clari's Opportunities and Account field extensions), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Clari and Insightly: Where both track pipeline: deal visibility across systems; Post-acquisition consolidation; Migration with a parallel run. Deal stage and value on shared accounts stay visible from either CRM.
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Clari: REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity. Authentication: API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password. Insightly: REST API (versioned). Authentication: API key sent via HTTP Basic authentication. Stacksync manages authentication, retries, and rate limits on both sides.
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Clari: Most Clari endpoints are read/export only; the sole write path is the ingest API, which sets Account and Opportunity field extensions and cannot create opportunities, forecasts, or quotas. 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 Clari 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 Clari 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 Clari and Insightly connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Clari–Insightly integration in-house.
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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