Real-time
Two-way sync
Changes in Insightly or Rillet instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
Insightly to Rillet integration — real-time, two-way sync
Keep Insightly and Rillet 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
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Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Insightly and Rillet
Sync customers, invoices, and payment status between Rillet and Insightly in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Insightly knows the relationship: who the contacts are and what is in motion with the account. Rillet knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Custom Field, Account, Customer, Vendor in Rillet to Tasks, Events, Notes, Products in Insightly with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- 01 Keep customers and invoices aligned between Rillet and a CRM so finance and sales work from the same account records.
- 02 Mirror journal entries and contract revenue data into a warehouse for board and ARR reporting.
- 03 Two-way sync of Insightly contacts and organizations with a marketing automation platform
- 04 Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
Common sync patterns
Collections with context
Finance sees the account owner and relationship history from Insightly when chasing a balance, and sales sees that the chase is happening.
Where Insightly tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Rillet with the right billing details, so invoicing starts without re-keying.
Payment status on the account
Invoice and payment status from Rillet appears on the account in Insightly, so reps see overdue balances before they promise the next order.
What you can sync between Insightly and Rillet
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 | Rillet objects | How this pairing syncs | |
|---|---|---|---|
| Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. | Custom Field Synced with incremental and full sync per the Stacksync docs. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| Contacts Person records sync with marketing and support tools to keep one contact list. | Journal Entry Synced with incremental and full sync per the Stacksync docs. | Contacts is specific to Insightly and Journal Entry to Rillet — each maps to any object or custom field on the other side. | |
| Organizations Company records map to accounts in ERPs and other CRMs. | Invoice Payment Synced with incremental and full sync per the Stacksync docs. | Organizations is specific to Insightly and Invoice Payment to Rillet — each maps to any object or custom field on the other side. | |
| Leads Unqualified prospects sync in from forms and enrichment sources before conversion. | Charge Synced with incremental and full sync per the Stacksync docs. | Leads is specific to Insightly and Charge to Rillet — each maps to any object or custom field on the other side. | |
| Opportunities Pipeline records feed forecasting and warehouse-based reporting. | Reimbursement Synced with incremental and full sync per the Stacksync docs. | Opportunities is specific to Insightly and Reimbursement to Rillet — each maps to any object or custom field on the other side. | |
| Projects Delivery records created from won opportunities sync with PSA and task tools. | Account Synced with incremental and full sync per the Stacksync docs. | Projects is specific to Insightly and Account to Rillet — each maps to any object or custom field on the other side. |
How changes propagate between Insightly and Rillet
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Insightly Rillet Interval-based propagation
DetectionStacksync polls Insightly for changes on an incremental schedule, reading only records changed since the previous pass. Polling on record updated-date fields.
DeliveryEach detected change is written to Rillet through its API, with automatic retries and rate-limit backoff.
Rillet Insightly Sub-second propagation
DetectionRillet pushes changes as they happen — webhook events backed by change data capture. Near real-time updates via change tracking.
DeliveryEach detected change is written to Insightly through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Insightly: Daily API request caps vary by Insightly plan.
- Rillet: Subject to the platform's API rate limits.
What ships with Insightly ⇄ Rillet
Connect Insightly and Rillet for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Insightly–Rillet connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Insightly or Rillet 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 Rillet record.
Observability
Monitoring
Track your Insightly ⇄ Rillet 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 Rillet.
How the Insightly and Rillet 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
Rillet
- Integration surface
- REST API (OpenAPI-specified, with production and sandbox environments)
- Authentication
- API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
- Change detection
- Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
- Capabilities
- read · write · CDC · webhooks
- Rate limits
- Subject to the platform's API rate limits.
How it works
How to connect Insightly to Rillet — 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.
- 01
Connect your apps
Authenticate Insightly and Rillet with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Insightly
connected
Rillet
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Insightly and Rillet 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.
objects · Insightly ⇄ RilletCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Insightly RilletCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Insightly and Rillet integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Insightly and Rillet: authenticate both systems, choose the objects to sync (such as Insightly's Custom Fields and Contacts), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Insightly and Rillet connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Insightly–Rillet integration in-house.
-
Yes — Stacksync ships production-grade connectors for both Insightly and Rillet. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
-
Change detection on Insightly: Polling on record updated-date fields. On Rillet: Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h). Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Rillet side: Custom Field, Account, Customer, Vendor, plus custom fields where Rillet exposes them. On the Insightly side: Tasks, Events, Notes, Products. 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.
SECURITY
Security teams trust 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:
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