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CRM ⇄ ERP

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

Keep Insightly and QAD 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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Migrated from Mulesoft
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Why teams connect Insightly and QAD ERP

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

Insightly holds the customer relationship; QAD 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 Notes, Products, Custom Fields, Contacts in Insightly with Suppliers, Sales orders, Purchase orders, Work orders in QAD 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

  • 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
  • Replicate inventory and work-order data into a warehouse for supply chain analytics across plants.
  • Push EDI orders from trading partners into QAD as sales orders.

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

Invoice and payment state from QAD 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.

Where QAD ERP manages people and org data: keep Insightly aligned

Owners, territories, and org structure informed by QAD ERP stay current in Insightly.

What you can sync between Insightly and QAD 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 QAD ERP objects
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Sales orders Demand records written in from EDI or e-commerce and read out for status
Opportunities Pipeline records feed forecasting and warehouse-based reporting. Purchase orders Procurement documents mirrored to planning and finance systems
Projects Delivery records created from won opportunities sync with PSA and task tools. Work orders Production records replicated for scheduling and shop-floor analytics
Tasks Activity records keep follow-ups consistent across systems. Inventory balances Stock levels by site and location, synced for multi-plant visibility
Events Calendar items sync for a complete activity timeline. General ledger transactions Financial postings exported for consolidated reporting
Notes Free-text context attaches to synced records for downstream visibility. Items Item master records shared with CRM, e-commerce, and planning systems
What ships with Insightly ⇄ QAD ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or QAD 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 QAD ERP record.

Observability

Monitoring

Track your Insightly ⇄ QAD 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 QAD ERP.

How the Insightly and QAD 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

QAD ERP

Integration surface
REST APIs plus the QXtend XML integration framework
Authentication
instance credentials; specifics depend on the deployment and version
Change detection
polling on the API surface; document-based event exchange available through QXtend in supported configurations
Capabilities
read · write
Rate limits
subject to instance capacity and the platform's API limits
How it works

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

    Choose tables

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

Insightly and QAD 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 QAD ERP.

Popular · 8 of 386
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