Two-way sync
Changes in Insightly or Microsoft Dynamics GP instantly reflect in both systems. No stale data, no manual imports.
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.
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.
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.
Invoice and payment state from Microsoft Dynamics GP shows on the account in Insightly, so reps see balances before promising the next order.
Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
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. |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Insightly–Microsoft Dynamics GP connection.
Changes in Insightly or Microsoft Dynamics GP instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Insightly or Microsoft Dynamics GP data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Insightly or Microsoft Dynamics GP record.
Track your Insightly ⇄ Microsoft Dynamics GP sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Insightly and Microsoft Dynamics GP.
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.
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.
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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Insightly and Microsoft Dynamics GP: authenticate both systems, choose the objects to sync (such as Insightly's Leads and Opportunities), map fields visually, and changes propagate both ways in milliseconds — no code required.
On the Insightly side: Events, Notes, Products, Custom Fields, plus custom fields where Insightly exposes them. On the Microsoft Dynamics GP side: Vendors, Sales Documents (SOP), Purchase Orders (POP), Inventory Items (IV). Stacksync auto-detects both schemas and converts types between the two systems.
Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
Common patterns for Insightly and Microsoft Dynamics GP: Where Microsoft Dynamics GP handles order-to-cash: closed-won flows through; Where Microsoft Dynamics GP is the finance system of record: money status on the account; One customer master. 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.
Insightly: REST API (versioned). Authentication: API key sent via HTTP Basic authentication. Microsoft Dynamics GP: SQL Server database access plus the eConnect stored-procedure API; Web Services for GP on some deployments. Authentication: SQL Server credentials or Windows authentication. Stacksync manages authentication, retries, and rate limits on both sides.
Insightly: Insightly combines CRM and project management in one data model, so opportunities can convert into linked projects, and both object types are available over the same API. Microsoft Dynamics GP: GP data splits across a shared system database (DYNAMICS) and one SQL Server database per company, so multi-company syncs iterate databases. Stacksync's field mapping accounts for these differences between Insightly and Microsoft Dynamics GP without custom code.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Insightly and Microsoft Dynamics GP.