Real-time
Two-way sync
Changes in Insightly or Rootstock ERP instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
Insightly to Rootstock ERP integration — real-time, two-way sync
Keep Insightly and Rootstock 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
Case study
Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Insightly and Rootstock ERP
Close the gap between front office and back office: Insightly and Rootstock ERP share customers and status in real time, in both directions.
Insightly holds the customer relationship; Rootstock 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 Custom Fields, Contacts, Organizations, Leads in Insightly with Inventory Balances, Receipts and Shipments, Salesforce Accounts and Contacts, Sales Orders in Rootstock 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
- Deduplicate and align customer records between Insightly and an ERP or invoicing system
- Two-way sync of Insightly contacts and organizations with a marketing automation platform
- Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.
- Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.
One customer master
Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
Where Rootstock ERP manages people and org data: keep Insightly aligned
Owners, territories, and org structure informed by Rootstock ERP stay current in Insightly.
Where Rootstock ERP handles order-to-cash: closed-won flows through
A deal won in Insightly creates or updates the customer in Rootstock ERP with clean data, so fulfillment and invoicing start without re-entry.
What you can sync between Insightly and Rootstock 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 | Rootstock ERP objects | |
|---|---|---|
| Tasks Activity records keep follow-ups consistent across systems. | Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync. | |
| Events Calendar items sync for a complete activity timeline. | Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems. | |
| Notes Free-text context attaches to synced records for downstream visibility. | Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools. | |
| Products Product catalog entries support line-item syncing on opportunities and quotes. | Purchase Orders Procurement documents synced with supplier portals and AP systems. | |
| Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. | Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems. | |
| Contacts Person records sync with marketing and support tools to keep one contact list. | Bills of Material Multi-level product structures read for costing and planning integrations. |
What ships with Insightly ⇄ Rootstock ERP
Connect Insightly and Rootstock ERP for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Insightly–Rootstock ERP connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Insightly or Rootstock 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 Rootstock ERP record.
Observability
Monitoring
Track your Insightly ⇄ Rootstock 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 Rootstock ERP.
How the Insightly and Rootstock 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
Rootstock ERP
- Integration surface
- Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
- Authentication
- OAuth 2.0 (standard Salesforce connected app flows)
- Change detection
- Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
- Capabilities
- read · write · CDC
- Rate limits
- Consumes the Salesforce org's daily API request allocation, shared with other integrations
How it works
How to connect Insightly to Rootstock 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.
- 01
Connect your apps
Authenticate Insightly and Rootstock ERP 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
Rootstock ERP
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Insightly and Rootstock 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.
objects · Insightly ⇄ Rootstock ERPCustomers 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 Rootstock ERPCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Insightly and Rootstock ERP integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Insightly and Rootstock ERP: authenticate both systems, choose the objects to sync (such as Insightly's Tasks and Events), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Insightly and Rootstock ERP: One customer master; Where Rootstock ERP manages people and org data: keep Insightly aligned; Where Rootstock ERP handles order-to-cash: closed-won flows through. Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
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Insightly: REST API (versioned). Authentication: API key sent via HTTP Basic authentication. Rootstock ERP: Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects. Authentication: OAuth 2.0 (standard Salesforce connected app flows). Stacksync manages authentication, retries, and rate limits on both sides.
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Insightly: Most core objects support custom fields, which is the standard place to land externally sourced data during syncs. Rootstock ERP: Manufacturing entities like work orders and multi-level BOMs are modeled as related custom objects, so syncs traverse standard Salesforce relationships rather than a separate ERP schema. Stacksync's field mapping accounts for these differences between Insightly and Rootstock ERP without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Insightly and Rootstock ERP records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Insightly and Rootstock ERP connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Insightly–Rootstock ERP integration in-house.
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 Rootstock ERP.
Popular · 8 of 386
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Insightly ⇄ IQMS (DELMIAworks) -
Insightly ⇄ JobBOSS² -
Insightly ⇄ Körber WMS -
Insightly ⇄ Linnworks -
Rootstock ERP ⇄ SAP Sales Cloud -
Rootstock ERP ⇄ Streak CRM -
Rootstock ERP ⇄ SugarCRM -
Rootstock ERP ⇄ Twenty CRM
No integrations match .
