Real-time
Real-time sync
Changes in Insightly or Visibility ERP instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
Insightly to Visibility ERP integration — real-time data sync
Keep Insightly and Visibility 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
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Insightly and Visibility ERP
Flow Visibility ERP data into Insightly in real time — no exports, no schedulers, no custom scripts.
Visibility ERP is a read-only source: Stacksync reads its data in real time and delivers it into Insightly, so Insightly always reflects the current state of Visibility ERP — without exports, scripts, or schedulers.
Insightly holds the customer relationship; Visibility 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.
Common use cases
- 01 Write product usage or billing data from internal databases into Insightly custom fields for account context
- 02 Deduplicate and align customer records between Insightly and an ERP or invoicing system
- 03 Feed inventory and work-order status into a warehouse for on-time-delivery reporting.
- 04 Keep supplier and purchase-order data aligned with procurement analytics tools.
Common sync patterns
Where Visibility ERP handles order-to-cash: closed-won flows through
A deal won in Insightly creates or updates the customer in Visibility ERP with clean data, so fulfillment and invoicing start without re-entry.
Where Visibility ERP is the finance system of record: money status on the account
Invoice and payment state from Visibility ERP 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 Visibility 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 | Visibility ERP objects | How this pairing syncs | |
|---|---|---|---|
| Projects Delivery records created from won opportunities sync with PSA and task tools. | Projects Contract and project records that group orders, costs, and schedules. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in the writable direction. | |
| Leads Unqualified prospects sync in from forms and enrichment sources before conversion. | Customers Buyer master records referenced by orders and projects. | Leads is specific to Insightly and Customers to Visibility ERP — each maps to any object or custom field on the other side. | |
| Opportunities Pipeline records feed forecasting and warehouse-based reporting. | Vendors Supplier records used in procurement. | Opportunities is specific to Insightly and Vendors to Visibility ERP — each maps to any object or custom field on the other side. | |
| Tasks Activity records keep follow-ups consistent across systems. | Parts and Items Engineering and inventory item master data. | Tasks is specific to Insightly and Parts and Items to Visibility ERP — each maps to any object or custom field on the other side. | |
| Events Calendar items sync for a complete activity timeline. | Bills of Material Multi-level product structures central to engineer-to-order manufacturing. | Events is specific to Insightly and Bills of Material to Visibility ERP — each maps to any object or custom field on the other side. | |
| Notes Free-text context attaches to synced records for downstream visibility. | Work Orders Shop-floor production orders tracked for status and cost. | Notes is specific to Insightly and Work Orders to Visibility ERP — each maps to any object or custom field on the other side. |
How changes propagate between Insightly and Visibility ERP
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 Visibility ERP 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.
DeliveryVisibility ERP does not accept inbound record writes, so this direction carries requests rather than records: Visibility ERP's output flows back as field updates on the originating Insightly records.
Visibility ERP Insightly Interval-based propagation
DetectionStacksync polls Visibility ERP for changes on an incremental schedule, reading only records changed since the previous pass. Polling against tables or modified timestamps.
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.
What ships with Insightly ⇄ Visibility ERP
Connect Insightly and Visibility ERP for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Insightly–Visibility ERP connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Insightly or Visibility 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 Visibility ERP record.
Observability
Monitoring
Track your Insightly ⇄ Visibility 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 Visibility ERP.
How the Insightly and Visibility 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
Visibility ERP
- Integration surface
- Vendor-provided integration surface (.NET web services); direct database access is a common path in on-premise deployments
- Authentication
- Application or database credentials, depending on the integration path
- Change detection
- Polling against tables or modified timestamps; no public event or CDC interface is documented
- Capabilities
- read
How it works
How to connect Insightly to Visibility 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 Visibility 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
Visibility ERP
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Insightly and Visibility 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 ⇄ Visibility 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 Visibility ERPCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Insightly and Visibility ERP integration FAQ
-
Yes. Stacksync provides a managed, real-time integration between Insightly and Visibility ERP — Visibility ERP is a read-only source, so data flows from it into the other system: authenticate both systems, choose the objects to sync, map fields visually, and changes propagate in milliseconds — no code required.
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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 Visibility 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 Visibility ERP connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Insightly–Visibility ERP integration in-house.
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Yes — Stacksync ships production-grade connectors for both Insightly and Visibility ERP. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Insightly: Polling on record updated-date fields. On Visibility ERP: Polling against tables or modified timestamps; no public event or CDC interface is documented. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Insightly side: Notes, Products, Custom Fields, Contacts, plus custom fields where Insightly exposes them. On the Visibility ERP side: Customers, Vendors, Parts and Items, Bills of Material. Stacksync auto-detects both schemas and converts types between the two systems.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 288 integrations available for Insightly and Visibility ERP.
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