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CRM ⇄ ERP

Insightly to Microsoft Dynamics GP integration — real-time, two-way sync

Keep Insightly and Microsoft Dynamics GP 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 Insightly and Microsoft Dynamics GP

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

Insightly holds the customer relationship; Microsoft Dynamics GP 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 Events, Notes, Products, Custom Fields in Insightly with Vendors, Sales Documents (SOP), Purchase Orders (POP), Inventory Items (IV) in Microsoft Dynamics GP 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

  • Write product usage or billing data from internal databases into Insightly custom fields for account context
  • Deduplicate and align customer records between Insightly and an ERP or invoicing system
  • Run continuous sync between GP and a replacement cloud ERP during migration.
  • Replicate GP company databases into a warehouse for financial and operational reporting.

Where Microsoft Dynamics GP handles order-to-cash: closed-won flows through

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

Where Microsoft Dynamics GP is the finance system of record: money status on the account

Invoice and payment state from Microsoft Dynamics GP 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 Microsoft Dynamics GP

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 Microsoft Dynamics GP objects
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Customers Receivables master records (RM tables) synced with CRMs and billing tools.
Opportunities Pipeline records feed forecasting and warehouse-based reporting. Vendors Payables master records aligned with procurement and AP automation.
Projects Delivery records created from won opportunities sync with PSA and task tools. Sales Documents (SOP) Quotes, orders, and invoices created via eConnect from web or CRM orders.
Tasks Activity records keep follow-ups consistent across systems. Purchase Orders (POP) Procurement documents reconciled with receiving and vendor systems.
Events Calendar items sync for a complete activity timeline. Inventory Items (IV) Item master and quantity data mirrored to ecommerce and planning systems.
Notes Free-text context attaches to synced records for downstream visibility. GL Accounts & Journal Entries Financial ledger data replicated to warehouses for consolidated reporting.
What ships with Insightly ⇄ Microsoft Dynamics GP

Connect Insightly and Microsoft Dynamics GP for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Insightly–Microsoft Dynamics GP connection.

Real-time

Two-way sync

Changes in Insightly or Microsoft Dynamics GP instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Microsoft Dynamics GP 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 Microsoft Dynamics GP record.

Observability

Monitoring

Track your Insightly ⇄ Microsoft Dynamics GP 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 Microsoft Dynamics GP.

How the Insightly and Microsoft Dynamics GP 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

Microsoft Dynamics GP

Integration surface
SQL Server database access plus the eConnect stored-procedure API; Web Services for GP on some deployments
Authentication
SQL Server credentials or Windows authentication
Change detection
SQL Server change tracking or log-based CDC on the company database, or polling on row timestamps
Capabilities
read · write · CDC
How it works

How to connect Insightly to Microsoft Dynamics GP — 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 Microsoft Dynamics GP 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
    Microsoft Dynamics GP connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Insightly and Microsoft Dynamics GP 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 ⇄ Microsoft Dynamics GP
    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 Microsoft Dynamics GP
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Insightly and Microsoft Dynamics GP 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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Insightly and Microsoft Dynamics GP.

Popular · 8 of 386
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