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ERP ⇄ CRM

E2 Shop System to Insightly integration — real-time data sync

Keep E2 Shop System 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 E2 Shop System and Insightly

Flow E2 Shop System data into Insightly in real time — no exports, no schedulers, no custom scripts.

E2 Shop System is a read-only source: Stacksync reads its data in real time and delivers it into Insightly, so Insightly always reflects the current state of E2 Shop System — without exports, scripts, or schedulers.

Insightly holds the customer relationship; E2 Shop System 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.

Common use cases

  • Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
  • Keep Insightly projects aligned with delivery or PSA tools after opportunities close
  • Keep purchase order data visible to planning or supplier-facing tools without direct ERP access.
  • Replicate job and work order status into a reporting database to power shop-floor and delivery dashboards.

Where E2 Shop System manages people and org data: keep Insightly aligned

Owners, territories, and org structure informed by E2 Shop System stay current in Insightly.

Where E2 Shop System handles order-to-cash: closed-won flows through

A deal won in Insightly creates or updates the customer in E2 Shop System with clean data, so fulfillment and invoicing start without re-entry.

Where E2 Shop System is the finance system of record: money status on the account

Invoice and payment state from E2 Shop System shows on the account in Insightly, so reps see balances before promising the next order.

What you can sync between E2 Shop System 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.

E2 Shop System objects Insightly objects
Purchase orders Outside material and service purchases tied to jobs. Opportunities Pipeline records feed forecasting and warehouse-based reporting.
Time tickets Labor collection records used for job costing. Projects Delivery records created from won opportunities sync with PSA and task tools.
Invoices Billing records synced to accounting for AR reporting. Tasks Activity records keep follow-ups consistent across systems.
Quotes / Estimates Job shop quotes with material and routing cost buildups; the start of the order lifecycle. Events Calendar items sync for a complete activity timeline.
Jobs / Work orders Released work with routings and status; the record shop-floor dashboards track. Notes Free-text context attaches to synced records for downstream visibility.
Customers Buyer records synced to CRM or accounting counterparts. Products Product catalog entries support line-item syncing on opportunities and quotes.
What ships with E2 Shop System ⇄ Insightly

Connect E2 Shop System and Insightly for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every E2 Shop System–Insightly connection.

Real-time

Real-time sync

Changes in E2 Shop System or Insightly instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever E2 Shop System 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 E2 Shop System or Insightly record.

Observability

Monitoring

Track your E2 Shop System ⇄ Insightly sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between E2 Shop System and Insightly.

How the E2 Shop System and Insightly connectors work

E2 Shop System

Integration surface
No broadly documented public web API; integration typically works through the underlying database or application import/export, depending on deployment
Authentication
Database credentials or application-level export access on the on-premises installation
Change detection
Polling database tables or scheduled exports
Capabilities
read
Rate limits
Not API-bound; constrained by on-premises database access windows

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 E2 Shop System 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 E2 Shop System 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
    E2 Shop System connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the E2 Shop System 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 · E2 Shop System ⇄ 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
    E2 Shop System Insightly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

E2 Shop System 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 E2 Shop System and Insightly.

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