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ERP ⇄ CRM

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

Keep Infor WMS 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 WMS and Insightly

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

Insightly holds the customer relationship; Infor WMS 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 Organizations, Leads, Opportunities, Projects in Insightly with Locations, Shipments, Appointments, Items in Infor WMS 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

  • Two-way sync of Insightly contacts and organizations with a marketing automation platform
  • Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
  • Send shipment confirmations and tracking numbers back to the order system when the WMS ships
  • Mirror ASN and receipt data into procurement so buyers see received quantities without logging into the WMS

One customer master

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

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

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

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

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

What you can sync between Infor WMS 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 WMS objects Insightly objects
Appointments Dock appointment data coordinates carriers and yard operations with external schedules. Organizations Company records map to accounts in ERPs and other CRMs.
Items Item definitions keep the WMS aligned with the ERP or OMS item master. Leads Unqualified prospects sync in from forms and enrichment sources before conversion.
Inventory On-hand quantities by location feed available-to-promise in order-taking systems. Opportunities Pipeline records feed forecasting and warehouse-based reporting.
Receipts / ASNs Advance shipment notices and receipt confirmations sync with procurement systems. Projects Delivery records created from won opportunities sync with PSA and task tools.
Shipment Orders Outbound orders arrive from the ERP or OMS for allocation and picking. Tasks Activity records keep follow-ups consistent across systems.
Waves Wave assignments group orders for fulfillment and can be reported outward. Events Calendar items sync for a complete activity timeline.
What ships with Infor WMS ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor WMS 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 WMS or Insightly record.

Observability

Monitoring

Track your Infor WMS ⇄ 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 WMS and Insightly.

How the Infor WMS and Insightly connectors work

Infor WMS

Integration surface
REST API via the Infor OS / ION API gateway (cloud deployments run inside Infor CloudSuite)
Authentication
OAuth 2.0 via Infor OS
Change detection
ION event publishing 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 WMS 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 WMS 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 WMS connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Infor WMS 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 WMS and Insightly.

Popular · 8 of 386
All Infor WMS integrations All Insightly integrations Browse all integrations
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