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ERP ⇄ CRM

DEAR Inventory to Insightly integration — real-time, two-way sync

Keep DEAR Inventory 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

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect DEAR Inventory and Insightly

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

Insightly holds the customer relationship; DEAR Inventory 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 Products, Custom Fields, Contacts, Organizations in Insightly with Stock levels, Sale orders, Purchase orders, Customers in DEAR Inventory 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

  • Deduplicate and align customer records between Insightly and an ERP or invoicing system
  • Two-way sync of Insightly contacts and organizations with a marketing automation platform
  • Push sale orders from a storefront or CRM into DEAR for fulfillment without manual re-entry.
  • Land orders, costs, and inventory movements in a warehouse for margin and stock-turn reporting.

One customer master

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

Where DEAR Inventory manages people and org data: keep Insightly aligned

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

Where DEAR Inventory handles order-to-cash: closed-won flows through

A deal won in Insightly creates or updates the customer in DEAR Inventory with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between DEAR Inventory 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.

DEAR Inventory objects Insightly objects
Assemblies / Production Bill-of-material and production records for light manufacturing workflows. Opportunities Pipeline records feed forecasting and warehouse-based reporting.
Locations Warehouses and bins that scope stock levels and fulfillment. Projects Delivery records created from won opportunities sync with PSA and task tools.
Products SKU records with pricing, suppliers, and bill-of-material links; the master data most syncs start from. Tasks Activity records keep follow-ups consistent across systems.
Stock levels Per-location availability derived from inventory transactions; read-heavy in storefront syncs. Events Calendar items sync for a complete activity timeline.
Sale orders Customer orders through their pick/pack/ship lifecycle; synced with storefronts and CRMs. Notes Free-text context attaches to synced records for downstream visibility.
Purchase orders Supplier orders and receiving records synced with accounting and planning tools. Products Product catalog entries support line-item syncing on opportunities and quotes.
What ships with DEAR Inventory ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DEAR Inventory 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 DEAR Inventory or Insightly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the DEAR Inventory and Insightly connectors work

DEAR Inventory

Integration surface
REST API
Authentication
Account ID plus application key sent as request headers
Change detection
Polling with modified-since filters; webhook notifications for sale and purchase events are available on subscriptions that include the Automation module
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's per-account API rate limits

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

    Choose tables

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

DEAR Inventory 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.

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

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

Popular · 8 of 386
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