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ERP ⇄ CRM

Epicor ERP to Insightly integration — real-time, two-way sync

Keep Epicor ERP 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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Why teams connect Epicor ERP and Insightly

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

Insightly holds the customer relationship; Epicor ERP 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 Custom Fields, Contacts, Organizations, Leads in Insightly with Parts, Sales orders, Purchase orders, Jobs in Epicor ERP 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
  • Sync shipment confirmations out to commerce platforms and customer portals as jobs complete.
  • Sync Epicor customers and AR invoices into a CRM so sales sees order history and credit status without ERP logins.

Where Epicor ERP handles order-to-cash: closed-won flows through

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

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

Invoice and payment state from Epicor ERP 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.

What you can sync between Epicor ERP 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.

Epicor ERP objects Insightly objects
Shipments Fulfillment confirmations synced to customer portals and commerce systems. Projects Delivery records created from won opportunities sync with PSA and task tools.
Bills of materials Methods of manufacturing read for costing and planning integrations. Tasks Activity records keep follow-ups consistent across systems.
Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status. Events Calendar items sync for a complete activity timeline.
Suppliers Vendor masters kept aligned with procurement and AP automation tools. Notes Free-text context attaches to synced records for downstream visibility.
Parts Item masters that anchor inventory, BOM, and order line syncs. Products Product catalog entries support line-item syncing on opportunities and quotes.
Sales orders Created from won CRM opportunities; status and line changes sync back out. Custom Fields Per-object custom fields carry enrichment and billing data written from external systems.
What ships with Epicor ERP ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP 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 Epicor ERP or Insightly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Epicor ERP and Insightly connectors work

Epicor ERP

Integration surface
REST API (OData) over Epicor business objects, plus BAQ (Business Activity Query) endpoints
Authentication
API key combined with basic or token authentication, depending on version and deployment
Change detection
Polling on change-date fields; outbound calls can be wired through BPM directives, but there is no standard webhook subscription surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments

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

    Choose tables

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

Epicor ERP 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 Epicor ERP and Insightly.

Popular · 8 of 386
All Epicor ERP integrations All Insightly integrations Browse all integrations
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