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ERP ⇄ CRM

Infor M3 to Insightly integration — real-time, two-way sync

Keep Infor M3 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 Infor M3 and Insightly

Close the gap between front office and back office: Insightly and Infor M3 share customers and status in real time, in both directions.

Insightly holds the customer relationship; Infor M3 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 Leads, Opportunities, Projects, Tasks in Insightly with Price Lists, Items, Customers, Suppliers in Infor M3 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

  • 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
  • Mirror M3 customers and invoices into a CRM or warehouse so sales and finance share one AR view
  • Feed manufacturing order status to a customer portal for order tracking in fashion, food, or equipment supply chains

Where Infor M3 manages people and org data: keep Insightly aligned

Owners, territories, and org structure informed by Infor M3 stay current in Insightly.

Where Infor M3 handles order-to-cash: closed-won flows through

A deal won in Insightly creates or updates the customer in Infor M3 with clean data, so fulfillment and invoicing start without re-entry.

Where Infor M3 is the finance system of record: money status on the account

Invoice and payment state from Infor M3 shows on the account in Insightly, so reps see balances before promising the next order.

What you can sync between Infor M3 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.

Infor M3 objects Insightly objects
Price Lists Pricing data keeps quoting tools consistent with the prices M3 will actually invoice. Projects Delivery records created from won opportunities sync with PSA and task tools.
Items Item master records provide the SKU, unit, and attribute data other systems price and sell against. Tasks Activity records keep follow-ups consistent across systems.
Customers Customer master records sync with CRM account records to keep one shared customer file. Events Calendar items sync for a complete activity timeline.
Suppliers Supplier records align procurement tools with the vendors M3 purchases from. Notes Free-text context attaches to synced records for downstream visibility.
Customer Orders Orders created in commerce or CRM systems land in M3 for fulfillment and invoicing. Products Product catalog entries support line-item syncing on opportunities and quotes.
Purchase Orders PO headers and lines sync outward so buyers and receiving teams see the same demand. Custom Fields Per-object custom fields carry enrichment and billing data written from external systems.
What ships with Infor M3 ⇄ Insightly

Connect Infor M3 and Insightly for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Infor M3–Insightly connection.

Real-time

Two-way sync

Changes in Infor M3 or Insightly instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor M3 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 Infor M3 or Insightly record.

Observability

Monitoring

Track your Infor M3 ⇄ Insightly sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Infor M3 and Insightly.

How the Infor M3 and Insightly connectors work

Infor M3

Integration surface
REST API (M3 API programs exposed through the Infor ION API gateway)
Authentication
OAuth 2.0 via Infor OS / ION API authorization
Change detection
Event publishing through Infor ION (Business Object Documents), configured in ION, or scheduled polling of API endpoints
Capabilities
read · write · webhooks
Rate limits
Subject to Infor ION API gateway throttling policies

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 Infor M3 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 Infor M3 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
    Infor M3 connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Infor M3 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 · Infor M3 ⇄ 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
    Infor M3 Insightly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Infor M3 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 Infor M3 and Insightly.

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