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CRM ⇄ ERP

Insightly to Sage 100 integration — real-time, two-way sync

Keep Insightly and Sage 100 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 Sage 100

Close the gap between front office and back office: Insightly and Sage 100 share customers and status in real time, in both directions.

Insightly holds the customer relationship; Sage 100 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 Vendors, Inventory Items, Sales Orders, AR Invoices in Sage 100 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
  • Publish item, pricing, and on-hand inventory to online catalogs on a schedule.
  • Replicate GL and sales history to a warehouse or Postgres database for reporting off the on-premise system.

Where Sage 100 handles order-to-cash: closed-won flows through

A deal won in Insightly creates or updates the customer in Sage 100 with clean data, so fulfillment and invoicing start without re-entry.

Where Sage 100 is the finance system of record: money status on the account

Invoice and payment state from Sage 100 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 Sage 100

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 Sage 100 objects
Projects Delivery records created from won opportunities sync with PSA and task tools. Journal Entries Posted GL activity replicated to warehouses for FP&A.
Tasks Activity records keep follow-ups consistent across systems. Customers AR customer master records synced to CRMs for account and credit visibility.
Events Calendar items sync for a complete activity timeline. Vendors AP vendor master records synced with procurement and payment tools.
Notes Free-text context attaches to synced records for downstream visibility. Inventory Items Item master with pricing and quantities, synced to e-commerce catalogs.
Products Product catalog entries support line-item syncing on opportunities and quotes. Sales Orders Order headers and lines, the usual write target for web and EDI orders.
Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. AR Invoices Billing documents synced outward for payment status and revenue reporting.
What ships with Insightly ⇄ Sage 100

Connect Insightly and Sage 100 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Insightly–Sage 100 connection.

Real-time

Two-way sync

Changes in Insightly or Sage 100 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Sage 100 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 Sage 100 record.

Observability

Monitoring

Track your Insightly ⇄ Sage 100 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 Sage 100.

How the Insightly and Sage 100 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

Sage 100

Integration surface
ODBC (ProvideX driver) for reads; Business Object Interface (BOI) or Sage-provided web services for writes
Authentication
Sage 100 company and user credentials; ODBC DSN credentials for direct reads
Change detection
Scheduled polling; no webhooks or change log on the integration surface
Capabilities
read · write
How it works

How to connect Insightly to Sage 100 — 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 Sage 100 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
    Sage 100 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Insightly and Sage 100 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 ⇄ Sage 100
    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 Sage 100
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Insightly and Sage 100 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 Sage 100.

Popular · 8 of 386
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