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CRM ⇄ Human resources

Insightly to Success Factors integration — real-time, two-way sync

Keep Insightly and Success Factors 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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Why teams connect Insightly and Success Factors

Keep the people who own accounts in Insightly in step with the workforce records in Success Factors, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.

Insightly runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Success Factors. Success Factors is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.

Stacksync syncs Opportunities, Projects, Tasks, Events in Insightly with EmpCompensation, Foundation Objects (FODepartment, FOLocation, FOCostCenter), Position, PerEmail and PerPhone in Success Factors field by field, in real time, and in both directions. You decide which system owns which fields, so Success Factors stays authoritative on roles and org structure while Insightly keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

Common use cases

  • 01 Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
  • 02 Keep Insightly projects aligned with delivery or PSA tools after opportunities close
  • 03 Keep Foundation Objects (department, location, cost center) aligned between SuccessFactors and an ERP so cost-center and org hierarchies match.
  • 04 Write updated PerEmail, PerPhone, and User attributes back into SuccessFactors from an identity or directory system so contact data stays current.

Common sync patterns

Ownership and territory follow the org chart

When a person changes team, manager, or region in Success Factors, their accounts and territory assignments in Insightly update to match, so pipeline stays with the right owner.

Deactivate access when someone leaves

When Success Factors marks a worker as departed, the matching user in Insightly is flagged or deactivated, so former employees do not keep CRM access after their last day.

One directory of people

A person's name, title, email, phone, or manager corrected in either system updates the other, so both stop maintaining separate copies of the same individual.

What you can sync between Insightly and Success Factors

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 Success Factors objects How this pairing syncs
Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Position Position Management records for headcount and requisition planning; synced with an ATS or ERP to keep positions and reqs aligned. Custom Fields is specific to Insightly and Position to Success Factors — each maps to any object or custom field on the other side.
Contacts Person records sync with marketing and support tools to keep one contact list. PerEmail and PerPhone Contact sub-entities under PerPerson; synced two-way with a directory or comms system to keep worker contact data current. Contacts is specific to Insightly and PerEmail and PerPhone to Success Factors — each maps to any object or custom field on the other side.
Organizations Company records map to accounts in ERPs and other CRMs. User Core identity/User entity behind role-based permissions; a model distinct from Employee Central, synced two-way with a directory or IdP and downstream apps. Organizations is specific to Insightly and User to Success Factors — each maps to any object or custom field on the other side.
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. PerPerson Person-level container in Employee Central holding biographical data; effective-dated child entities (PerPersonal, PerEmail, PerPhone) hang off it. Leads is specific to Insightly and PerPerson to Success Factors — each maps to any object or custom field on the other side.
Opportunities Pipeline records feed forecasting and warehouse-based reporting. EmpEmployment Employment record tying a person to an employment period (hire, service dates); carries lastModifiedDateTime used for incremental polling. Opportunities is specific to Insightly and EmpEmployment to Success Factors — 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. EmpJob Effective-dated job info: position, department, manager, FTE, pay grade, cost center; the most-synced record for downstream HR and provisioning. Projects is specific to Insightly and EmpJob to Success Factors — each maps to any object or custom field on the other side.

How changes propagate between Insightly and Success Factors

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 Success Factors 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 Success Factors through its API, with automatic retries and rate-limit backoff.

Success Factors Insightly Sub-second propagation

DetectionSuccess Factors notifies Stacksync of record changes through webhook events. Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling).

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.
  • Success Factors: OData calls are throttled at the tenant level (Access Limits for OData V2); large reads must be paginated (default page size 1000) via $top/$skip or paging cursors.
What ships with Insightly ⇄ Success Factors

Connect Insightly and Success Factors for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Success Factors 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 Success Factors record.

Observability

Monitoring

Track your Insightly ⇄ Success Factors 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 Success Factors.

How the Insightly and Success Factors 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

Success Factors

Integration surface
OData V2 and V4 REST APIs (plus legacy SFAPI / Compound Employee SOAP API)
Authentication
OAuth 2.0 SAML Bearer Assertion — register an OAuth client for an API key (used as client_id), then exchange a signed SAML assertion for a short-lived access token; legacy HTTP Basic auth is being retired
Change detection
Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling); Intelligent Services can also push a fixed set of standard business events (e.g. Employee Hire) to a REST endpoint
Capabilities
read · write · webhooks
Rate limits
OData calls are throttled at the tenant level (Access Limits for OData V2); large reads must be paginated (default page size 1000) via $top/$skip or paging cursors.
How it works

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

    Choose tables

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

Insightly and Success Factors 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.

Learn more about security
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:

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 516 integrations available for Insightly and Success Factors.

Popular · 8 of 516
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