---
title: 'Deltek Ajera + Insightly'
url: 'https://www.staging38.commercient.com/product/deltek-ajera-insightly/'
date: '2026-06-19T10:05:44-04:00'
modified: '2026-06-19T10:05:44-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Deltek Ajera to Insightly, giving your team access to Deltek Ajera 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 Deltek Ajera 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 Deltek Ajera to trigger order fulfilment or invoicing workflows.

## What syncs

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

## Why Commercient

### Sales order history

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

### Product and inventory visibility

Access Deltek Ajera Items, Inventory and Price Lists from Insightly so sales teams can check product availability and provide accurate information to customers.

### Deal-to-order workflow

Connect Insightly Opportunities back to Deltek Ajera as Sales Orders so approved deals can move into ERP fulfilment workflows when included in the integration scope.

### Invoice and payment visibility

Surface Deltek Ajera Invoices and Payments inside Insightly so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

## About Deltek Ajera

Deltek Ajera is project accounting and ERP software for architecture and engineering firms, managing projects, time and expense, billing, payroll and financials.

## 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 Deltek Ajera Customers sync into Insightly Organisations and Contacts?

Yes, Commercient can sync Deltek Ajera 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 Deltek Ajera as Sales Orders?

Commercient can support connecting Insightly Opportunities back to Deltek Ajera 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 Deltek Ajera 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 Deltek Ajera Invoices and Payments inside Insightly?

Yes, Commercient can surface Deltek Ajera 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 Deltek Ajera Items and Inventory be accessed from Insightly?

Yes, Commercient can sync Deltek Ajera 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.