Real-time
Two-way sync
Changes in Insightly or Sharepoint instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Storage
Insightly to Sharepoint integration — real-time, two-way sync
Keep Insightly and Sharepoint 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 MuleSoft
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Migrated from Celigo
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Insightly and Sharepoint
Keep the paperwork with the relationship: Insightly and Sharepoint share every customer's records and files in real time, in both directions.
Insightly holds the customer relationship as structured records; Sharepoint holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.
Stacksync keeps Contacts, Organizations, Leads, Opportunities in Insightly aligned with Permissions and sharing, Site pages, Sites, Lists in Sharepoint, in real time. A new account or deal can open its own folder in Sharepoint; a document filed in Sharepoint can surface as a link and metadata on the matching record in Insightly; and records from Insightly can be written into Sharepoint as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.
Common use cases
- 01 Two-way sync of Insightly contacts and organizations with a marketing automation platform
- 02 Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
- 03 Sync list columns and content types so database fields map onto SharePoint list fields and schema stays aligned as either side changes.
- 04 Provision site and item permissions and sharing links from an IdP or access-management system so SharePoint access follows onboarding and offboarding.
Common sync patterns
A folder per account or deal
When an account or deal is created in Insightly, a matching folder or container opens in Sharepoint, named and organized the same way, so files have a home the moment they are needed.
Documents linked back to the record
A contract, proposal, or signed agreement filed in Sharepoint surfaces as a link on the matching record in Insightly, so the customer's paperwork sits with the relationship instead of a shared drive.
CRM records archived into storage
Records from Insightly are written into Sharepoint as files or objects on the schedule you set, giving you a durable copy for backup, retention, and compliance without an export to run by hand.
What you can sync between Insightly and Sharepoint
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 | Sharepoint objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Person records sync with marketing and support tools to keep one contact list. | Columns and content types Field definitions and content types on a site or list; read the schema and create columns so database fields map cleanly onto SharePoint list fields. | Contacts is specific to Insightly and Columns and content types to Sharepoint — each maps to any object or custom field on the other side. | |
| Organizations Company records map to accounts in ERPs and other CRMs. | Permissions and sharing Role assignments and sharing links on sites, list items, and drive items; read and written to manage access, requiring Sites.Manage.All or Sites.FullControl.All scopes. | Organizations is specific to Insightly and Permissions and sharing to Sharepoint — each maps to any object or custom field on the other side. | |
| Leads Unqualified prospects sync in from forms and enrichment sources before conversion. | Site pages Modern site pages via /sites/{id}/pages; read page content, layout, and metadata for indexing and content governance. | Leads is specific to Insightly and Site pages to Sharepoint — each maps to any object or custom field on the other side. | |
| Opportunities Pipeline records feed forecasting and warehouse-based reporting. | Sites SharePoint site collections and subsites via /sites; read site properties and discover the document libraries (drives) and lists each site contains, addressed by hostname and site path or site ID. | Opportunities is specific to Insightly and Sites to Sharepoint — 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. | Lists Custom lists and libraries via /sites/{id}/lists; create and read lists along with their columns and content types so a target system can mirror or provision list definitions. | Projects is specific to Insightly and Lists to Sharepoint — each maps to any object or custom field on the other side. | |
| Tasks Activity records keep follow-ups consistent across systems. | List items Rows in a SharePoint list via /lists/{id}/items with a fields facet of column values; full create, read, update, and delete, synced two-way with database rows. | Tasks is specific to Insightly and List items to Sharepoint — each maps to any object or custom field on the other side. |
How changes propagate between Insightly and Sharepoint
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 Sharepoint 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 Sharepoint through its API, with automatic retries and rate-limit backoff.
Sharepoint Insightly Sub-second propagation
DetectionSharepoint notifies Stacksync of record changes through webhook events. Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last.
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.
- Sharepoint: SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
What ships with Insightly ⇄ Sharepoint
Connect Insightly and Sharepoint for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Insightly–Sharepoint connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Insightly or Sharepoint 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 Sharepoint record.
Observability
Monitoring
Track your Insightly ⇄ Sharepoint 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 Sharepoint.
How the Insightly and Sharepoint 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
Sharepoint
- Integration surface
- Microsoft Graph REST API (graph.microsoft.com/v1.0 and beta) covering SharePoint sites, lists, list items, columns, content types, and document-library drives and drive items; plus the classic SharePoint REST API (_api/web) and CSOM. Supports Graph JSON $batch (up to 20 requests per call).
- Authentication
- OAuth 2.0 via the Microsoft identity platform (Microsoft Entra ID). An app registration holds delegated or application (app-only) scopes such as Sites.Read.All, Sites.ReadWrite.All, Sites.Selected, Sites.Manage.All, or Sites.FullControl.All, plus Files.ReadWrite.All for drive content; application permissions require tenant admin consent.
- Change detection
- Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last deltaLink; change-notification subscriptions (push webhooks) POST near-real-time notifications for list and drive/root changes to a notification URL and must be renewed before they expire. Classic SharePoint list webhooks are also available.
- Capabilities
- read · write · webhooks
- Rate limits
- SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
How it works
How to connect Insightly to Sharepoint — 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 Sharepoint 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
Sharepoint
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Insightly and Sharepoint 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 ⇄ SharepointCustomers 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 SharepointCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Insightly and Sharepoint integration FAQ
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
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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