---
title: 'ECI Trimergo + Insightly'
url: 'https://www.staging38.commercient.com/product/eci-trimergo-insightly/'
date: '2026-06-19T10:13:53-04:00'
modified: '2026-06-19T10:13:53-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects ECI Trimergo to Insightly, giving your team access to ECI Trimergo 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 ECI Trimergo and Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. With accurate ERP data in Insightly, reps spend less time locating account details and more time managing customer relationships.

## What syncs

- Sync ECI Trimergo Payments to Insightly Account Records
- Access ECI Trimergo Price Lists from Insightly
- Sync ECI Trimergo Credit Notes to Insightly
- Import Insightly Contacts as ECI Trimergo Customer Contacts
- Connect ECI Trimergo Quotes to Insightly Opportunities
- Sync ECI Trimergo Customers to Insightly Organisations

## Why Commercient

### Territory and region alignment

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

## About ECI Trimergo

ECI Trimergo is project-based ERP software for custom manufacturers and engineering companies, managing quoting, project costing, production, purchasing 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 ECI Trimergo Price Lists sync to Insightly for sales quoting?

Yes, Commercient can sync ECI Trimergo Price Lists to Insightly so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from ECI Trimergo data in Insightly?

Commercient can support surfacing ECI Trimergo data inside Insightly views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the ECI Trimergo and Insightly integration scoped and implemented?

Commercient scopes each integration project based on the customer's ECI Trimergo and Insightly configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can ECI Trimergo Sales Orders history sync to Insightly account records?

Yes, Commercient can sync ECI Trimergo Sales Orders history to Insightly Organisations records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

### What happens if a customer already exists in both ECI Trimergo and Insightly?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.