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CRM ⇄ Human resources

Insightly to Ukg Pro integration — real-time, two-way sync

Keep Insightly and Ukg Pro in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Insightly and Ukg Pro

Keep the people who own accounts in Insightly in step with the workforce records in Ukg Pro, 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 Ukg Pro. Ukg Pro 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 Leads, Opportunities, Projects, Tasks in Insightly with Configuration Setup (Code Tables), Time & Attendance (UTA), Employee (Person Details), Employment Details in Ukg Pro field by field, in real time, and in both directions. You decide which system owns which fields, so Ukg Pro 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 Two-way sync of Employee and Job Details (position, department, supervisor, location, cost center) into Postgres so provisioning, internal apps, and analytics read current worker and org data in SQL while HR edits in UKG Pro.
  • 04 Push new hires (Employee, Employment, Job) into an ERP, IdP, or app database when onboarding completes so account, cost-center, and payroll setup fire on hire instead of manual report exports.

Common sync patterns

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.

Where Ukg Pro tracks people the business also engages: contacts stay in sync

A person recorded in Ukg Pro, such as a candidate or applicant, can create or update the matching contact in Insightly, so relationship history and outreach are not rebuilt from scratch when the same individual appears in both.

New team members provisioned when they are hired

When Ukg Pro records a new hire, a matching user or owner is created in Insightly, so a new rep can start working accounts without waiting on a manual setup ticket.

What you can sync between Insightly and Ukg Pro

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 Ukg Pro objects How this pairing syncs
Notes Free-text context attaches to synced records for downstream visibility. Employment Details Employment status, hire and service dates, and company assignment; the record that drives active/terminated state for provisioning downstream. Notes is specific to Insightly and Employment Details to Ukg Pro — each maps to any object or custom field on the other side.
Products Product catalog entries support line-item syncing on opportunities and quotes. Job / Position History Effective-dated job, position, department, supervisor, location, and cost center; the most-synced record for org charts, provisioning, and analytics. Products is specific to Insightly and Job / Position History to Ukg Pro — each maps to any object or custom field on the other side.
Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Compensation Details Effective-dated pay rate and salary; usually read into a warehouse for comp reporting and writable as new dated changes through the compensation endpoints. Custom Fields is specific to Insightly and Compensation Details to Ukg Pro — 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. Payroll (Pay Statements, Direct Deposit, Earnings) Pay statements, direct-deposit accounts, and earnings history; read-only pay data replicated into finance and warehouse systems for labor-cost reporting. Contacts is specific to Insightly and Payroll (Pay Statements, Direct Deposit, Earnings) to Ukg Pro — each maps to any object or custom field on the other side.
Organizations Company records map to accounts in ERPs and other CRMs. Terminations Termination transactions posted with a terminationDate and a reason code that must match the tenant's configured reason table; drives account deprovisioning. Organizations is specific to Insightly and Terminations to Ukg Pro — each maps to any object or custom field on the other side.
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Configuration Setup (Code Tables) Reference data such as jobs, locations, positions, earnings, and deduction codes; used to resolve and validate field values when mapping records during sync. Leads is specific to Insightly and Configuration Setup (Code Tables) to Ukg Pro — each maps to any object or custom field on the other side.

How changes propagate between Insightly and Ukg Pro

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 Ukg Pro 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 Ukg Pro through its API, with automatic retries and rate-limit backoff.

Ukg Pro Insightly Sub-second propagation

DetectionUkg Pro notifies Stacksync of record changes through webhook events. No CDC stream.

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.
  • Ukg Pro: An API gateway throttles calls per client over a rolling window (typically per minute); UKG does not publish exact numeric thresholds. Exceeding the limit returns HTTP 429, and UKG recommends a roughly one-second looping backoff before resuming (a Retry-After header is not yet standard). Reads are offset-paginated.
What ships with Insightly ⇄ Ukg Pro

Connect Insightly and Ukg Pro for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Ukg Pro 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 Ukg Pro record.

Observability

Monitoring

Track your Insightly ⇄ Ukg Pro 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 Ukg Pro.

How the Insightly and Ukg Pro 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

Ukg Pro

Integration surface
REST API (UKG Pro HCM REST services) with separate Onboarding and Recruiting REST APIs, plus legacy SOAP-based UKG Pro Web Services
Authentication
Core HCM REST APIs use HTTP Basic authentication with a dedicated web service account, plus a Customer API Key and a User API Key sent as headers (found under System Configuration > Security > Service Account Administration); the Onboarding and Recruiting REST APIs instead require a bearer Authorization Token from the token endpoint.
Change detection
No CDC stream. UKG Pro publishes Pro HCM Webhook Events for changes such as new hire, employee and job detail changes, termination, and PTO, which Stacksync subscribes to for near-real-time triggers; bulk and historical loads use paged reads with each service's modified-since filters.
Capabilities
read · write · webhooks
Rate limits
An API gateway throttles calls per client over a rolling window (typically per minute); UKG does not publish exact numeric thresholds. Exceeding the limit returns HTTP 429, and UKG recommends a roughly one-second looping backoff before resuming (a Retry-After header is not yet standard). Reads are offset-paginated.
Ukg Pro setup guide
How it works

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

    Choose tables

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

Insightly and Ukg Pro 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 Ukg Pro.

Popular · 8 of 516
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