---
title: 'Applied Epic + Insightly'
url: 'https://www.staging38.commercient.com/product/applied-epic-insightly/'
date: '2026-06-19T09:57:02-04:00'
modified: '2026-06-19T09:57:03-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Insightly, giving your team access to Applied Epic data directly within Insightly. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. When included in scope, the integration can also push Insightly Opportunities back to Applied Epic to trigger order fulfilment or invoicing workflows.

## What syncs

- Display Applied Epic Invoices in Insightly
- Access Applied Epic Items and Inventory from Insightly
- Export Insightly Opportunities as Applied Epic Sales Orders
- Sync Applied Epic Sales Orders and Status Updates to Insightly
- Update Insightly Contacts from Applied Epic Customer Contacts
- View Applied Epic Inventory in Insightly

## Why Commercient

### Territory and region alignment

Sync Applied Epic customer region and territory data to Insightly so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

### Customer contact sync

Sync Applied Epic Contacts to Insightly Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

### Customer account visibility

Connect Applied Epic Customers to Insightly Organisations and Contacts so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

### Sales order history

Sync Applied Epic Sales Orders, Invoices and Order History to Insightly so sales reps can review order status and customer purchase activity without leaving the CRM.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About Insightly

Insightly is a CRM and project management platform for small and mid-size businesses, managing contacts, opportunities, projects, pipelines and business relationships.

## Frequently asked questions

### Can Applied Epic Customers sync into Insightly Organisations and Contacts?

Yes, Commercient can sync Applied Epic Customers into Insightly as Organisations and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.

### Can Insightly Opportunities be connected back to Applied Epic as Sales Orders?

Commercient can support connecting Insightly Opportunities back to Applied Epic as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.

### How often does the Applied Epic and Insightly sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.

### Can sales reps see Applied Epic Invoices and Payments inside Insightly?

Yes, Commercient can surface Applied Epic Invoices and Payments data inside Insightly so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Applied Epic Items and Inventory be accessed from Insightly?

Yes, Commercient can sync Applied Epic Items and Inventory to Insightly so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.