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CRM ⇄ ERP

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

Keep Insightly and Macola ERP 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 Insightly and Macola ERP

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

Insightly holds the customer relationship; Macola 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 Leads, Opportunities, Projects, Tasks in Insightly with Work Orders, Customers, Vendors, Items in Macola 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

  • 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
  • Sync customers, orders, and invoices between Macola and a CRM so sales and finance stay aligned.
  • Mirror item availability and inventory into an ecommerce storefront or customer portal.

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

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

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

Invoice and payment state from Macola 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 Insightly and Macola ERP

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.

Insightly objects Macola ERP objects
Projects Delivery records created from won opportunities sync with PSA and task tools. Items Inventory item master records mirrored to ecommerce and planning systems.
Tasks Activity records keep follow-ups consistent across systems. Sales Orders Order entry documents created from web or CRM orders and read back for status.
Events Calendar items sync for a complete activity timeline. Purchase Orders Procurement documents reconciled against receiving and vendor systems.
Notes Free-text context attaches to synced records for downstream visibility. Invoices AR documents synced to billing, CRM, and reporting destinations.
Products Product catalog entries support line-item syncing on opportunities and quotes. GL Accounts & Journal Entries Financial ledger data replicated to warehouses for reporting.
Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Bills of Material Manufacturing structures read for planning and costing integrations.
What ships with Insightly ⇄ Macola ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

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

Trading partners

EDI

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

How the Insightly and Macola ERP connectors work

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

Macola ERP

Integration surface
SQL Server database access, with product-level integration interfaces in newer Macola versions
Authentication
Database credentials (SQL Server or Windows authentication)
Change detection
CDC or change tracking on the underlying SQL Server database, or timestamp-based polling
Capabilities
read · write · CDC
How it works

How to connect Insightly to Macola ERP — 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 Insightly and Macola ERP 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
    Insightly connected
    Macola ERP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Insightly and Macola ERP 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 Insightly and Macola ERP.

Popular · 8 of 386
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